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Author: Brian Gilmartin

SP 500 Earnings: June Payroll Report Next Friday

June 28, 2024 Brian Gilmartin Leave a comment

Thanks to the above table from Briefing.com, it’s labor force data week, with JOLTS due out Tuesday morning, ADP Wednesday…

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Posted in: Uncategorized

FedEx Earnings Summary: PE Still Cheap to Growth, Freight Spinoff Adds to Valuation Story

June 27, 2024 Brian Gilmartin Leave a comment

FedEx (FDX) reported their fiscal Q4 ’24 earnings results Tuesday night, June 25th, 2024 after the closing bell, and the…

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Posted in: FDX

FedEx Earnings Preview: Stock’s Cheap on Forward PE and 5% Free-Cash Yield Basis

June 23, 2024 Brian Gilmartin Leave a comment

FedEx revenue has declined on a y-o-y (yoy) basis for the last 6 quarters. When the transportation giant reports their…

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Posted in: FDX

SP 500 Earnings: Don’t Ignore 2025 Estimates

June 22, 2024 Brian Gilmartin Leave a comment

This week the blog is starting off with what I call the “spot curve” of the forward 4-quarter estimates of…

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Posted in: Weekly Earnings Update

Nike Earnings Preview: Fiscal ’25 Guidance is All That Matters

June 21, 2024 Brian Gilmartin Leave a comment

Nike (NKE) the athletic apparel and footwear giant whose stock has fallen about 50% from its late November, 2021, highs…

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Posted in: NKE

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Fundamentalis

  • SP 500 Earnings: Financials Report This Week – Expectations Are Quite High and Compares Are Tough
  • Style-Box Update: Small-Cap Value Outperforming Small-Cap Growth – Hasn’t Happened since 2022
  • A Quick Look at Q4 ’25 EPS and Revenue for SP 500: Tech Sector EPS Grew 30.9% in Q3 ’25
  • Expecting Modest, but Still Likely Positive Return, for the SP 500 in 2026
  • Gold Breaks a 40-year Correlation. Does This Signal a Problem for SP 500 Forward Returns ?

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