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Author: Brian Gilmartin

Walmart Earnings Preview: Pullback Would be Great, But Operating Margin is the Story

November 17, 2024 Brian Gilmartin Leave a comment

Walmart (WMT) reports their fiscal Q3 ’25 financial results before the opening bell on Tuesday, November 19th, 2024. Walmart’s fiscal…

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Posted in: WMT

SP 500 Earnings: Nvidia and Walmart This Week – Both Matter

November 16, 2024 Brian Gilmartin Leave a comment

SP 500 earnings continue to be healthy, as evidenced by the weekly trend in the quarterly EPS and revenue growth…

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Posted in: Nvidia (NVDA), Weekly Earnings Update, WMT

Cisco Earnings Preview: Is Old Tech Starting to Find a Bid ?

November 12, 2024 Brian Gilmartin Leave a comment

Cisco reports their fiscal Q1 ’25 financial results after the closing bell on Wednesday, November 13 ’24, with analyst consensus…

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Posted in: CSCO

Don’t Abandon International Equity, Despite Post-Election Rallies in US Equity and the US Dollar

November 11, 2024 Brian Gilmartin Leave a comment

The point of the title of this blog post is meant to persuade readers not to abandon international equity investing,…

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Posted in: International (Non-US), JIRE (JPM International ETF), JPM, Oakmark International

The Math is Starting to Work Against Long-Term US Stock Returns

November 10, 2024 Brian Gilmartin Leave a comment

The SP 500 (SPY) is up +27.04% YTD as of 11/8/2024. The 2023 total return for the SP 500 was…

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Posted in: Average Annual Return, SP 500 Earnings Yield, SP 500 total return, Weekly Earnings Update

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Fundamentalis

  • SP 500 Earnings: Continued Upward Pressure on Forward SP 500 Estimates
  • Bond / Fixed-Income Returns Having a Good Year (so far) in 2025
  • SP 500 Earnings: SP 500 EPS Growth for 2025 Has Risen from 8% to 10% since Late June
  • Walmart Post-Earnings: Noisy Quarter, but Operationally, Walmart is Fine
  • Walmart Earnings Preview: Tariffs, Trade Policy Have Complicated Picture; Focus on the Operating Margin

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