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Author: Brian Gilmartin

Microsoft Earnings Preview: Watching AI’s Contribution to Azure

April 24, 2024 Brian Gilmartin Leave a comment

Microsoft, the enterprise software giant is scheduled to report their fiscal Q3 ’24 financial results after the bell on Thursday,…

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Posted in: MSFT

Goldman Sachs: An Easier Fed Can Unleash a Lot of Earnings Power

April 22, 2024 Brian Gilmartin Leave a comment

Just getting around to finishing the review of the financial sector names that are followed, going through Goldman Sachs numbers…

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Posted in: GS

Schwab and Netflix Post-Earnings: Both Stocks Still Well off All-Time ’21 Highs

April 21, 2024 Brian Gilmartin Leave a comment

Schwab (SCHW): Schwab reported their Q1 ’24 results last Monday, April 15th, 2024. The stock is still battling the inverted…

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Posted in: Netflix, SCHW

SP 500 Earnings: So Far, the Pattern is Typical, But Mega-cap Earnings This Week Loom Large

April 20, 2024 Brian Gilmartin Leave a comment

In this “Market Cap vs Earnings Weight” post from March 28th, ’24, the dynamic between the two “weights” was discussed…

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Posted in: 2000, PE expansion / contraction, Weekly Earnings Update

Netflix Earnings Preview: Free-Cash-Flow Improvement Has Been Impressive

April 17, 2024 Brian Gilmartin Leave a comment

Netflix (NFLX), reports their financial results for their first calendar quarter of 2024, after the market closes on Thursday, April…

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Posted in: Netflix

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Fundamentalis

  • Yield Curve Steepened Last Week, While the US Equity Indices Became Very Overbought
  • SP 500 Earnings: 2026 Expected SP 500 EPS Hasn’t Wavered Much from Expected 14% Growth Rate
  • 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

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