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Author: Brian Gilmartin

A Red Flag / SP 500 Annual Returns / Top 10 Holdings

July 4, 2024 Brian Gilmartin Leave a comment

In JPMorgan’s (JPM), “Guide to the Market” presentation last Monday, July 1 ’24, Dr. David Kelly, JPMorgan’s Chief Global Strategist,…

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Posted in: SP 500 annual return

A Look at SP 500 Sector EPS and Revenue Growth Trends into Q2 ’24

June 29, 2024 Brian Gilmartin Leave a comment

Data source: LSEG (formerly IBES data by Refinitiv) Q2 ’24 SP earnings will start in the next two weeks –…

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Posted in: Communications sector, Financial sector, Financials, Health Care sector, Sector Earnings Growth Estimates, SP 500 Revenue Growth, Technology

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

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Fundamentalis

  • Coca-Cola: Earnings Quality Still Not Great
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  • Style-Box Update: Value Outperforms Across All Market-Caps
  • SP 500 Earnings: Jump in SP 500 EPS This Week. Japan Election This Weekend

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