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Author: Brian Gilmartin

Long-Term International Returns Vs US Still Compelling

October 7, 2024 Brian Gilmartin Leave a comment

Last week, with this “stylebox” update, the longer-term returns on the SP 500, Nasdaq Comp and Nasdaq 100 are really…

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Posted in: International (Non-US), SP 500 long-term returns

SP 500 Earnings: Financials Face a Tough Compare with Q3 ’23

October 4, 2024 Brian Gilmartin Leave a comment

Next week, Q3 ’24 earnings start and the majority of the interest on the part of investors will be Friday,…

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Posted in: Financial sector, Financials, Weekly Earnings Update

Nike Earnings Summary: Did the CFO “Kitchen Sink” the Quarter for Elliott Hill ?

October 3, 2024 Brian Gilmartin Leave a comment

Nike reported earnings after the closing bell on November 1 ’24, and despite the big EPS beat and better gross…

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Posted in: NKE

Equity Style Box Update: Plenty of Reasons to be Cautious or Even Bearish

Brian Gilmartin Leave a comment

This style box update (returns sourced from Morningstar) leaves someone reading it, with plenty of reasons to be cautious. The…

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Posted in: Style analysis

Nike Earnings Preview: New CEO Big Plus, Nike’s a China Play, but May Require Patience

September 29, 2024 Brian Gilmartin Leave a comment

Nike (NKE) the footwear and athletic apparel giant reports their fiscal Q1 ’25 after the market closes on Tuesday, October…

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Posted in: NKE

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Fundamentalis

  • Boeing Earnings Preview: Don’t Give up on the Aerospace Giant
  • Amazon Earnings Preview: All about AWS Operating Margin, Amazon’s Revenue Flywheel, and $700 Billion Revenue Goal
  • Schwab Post-Earnings: Schwab’s Stock About 25% Undervalued (And Probably More)
  • Netflix Earnings Preview: Expectations Rather “Meh” Pre-Earnings – Likely a Good Thing
  • 3rd Year in a Row of Double-Digit SP 500 Returns

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