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Author: Brian Gilmartin

IBM Post-Earnings Summary: Liking “IBM Light”: Buy IBM’s Pullback, as “Old Tech” Finds a Bid

November 4, 2024 Brian Gilmartin Leave a comment

When IBM reported their Q3 ’24 financial results, the night of October 23rd, ’24, the stock has had a nice…

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Posted in: CSCO, IBM, Technology

4 Reasons to Be Wary of Today’s Stock and Bond Market

November 3, 2024 Brian Gilmartin Leave a comment

1.) Looking at the sector weights in SP 500 market cap terms as of Friday night, 11/1/24, technology is 32%…

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Posted in: Corporate High Yield, Credit markets, Credit spreads, Financial sector, Financials, High-Yield Credit, JNK, Market-Cap weights, Technology, TLT, TNX, Treasuries

SP 500 Earnings: Fed Will Cut Fed Funds 25 bp’s Next Thursday, November 7th

November 1, 2024 Brian Gilmartin Leave a comment

Above is the CME’s Fedwatch, cut-and-pasted this morning after the October non-farm payroll report, showing a 99.4% probability of a…

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Posted in: Communications sector, Consumer Discretionary, Financial sector, Financials, Technology, Weekly Earnings Update

Amazon / Apple Earnings Previews: Amazon is a Little More Favored Here than Apple

October 30, 2024 Brian Gilmartin Leave a comment

When Amazon reports after their Q3 ’24 quarter after the closing bell on Thursday night, October 31, analyst consensus is…

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Posted in: Amazon, Apple (AAPL), WMT

Microsoft Earnings Preview: Another Case of Low Expectations for a MegaCap Name

October 28, 2024 Brian Gilmartin Leave a comment

The software and Azure giant Microsoft is scheduled to report it’s fiscal Q1 ’25 on Wednesday night, October 30 ’24,…

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Posted in: MSFT

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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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