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Author: Brian Gilmartin

SP 500 Earnings: Capex is not Earnings / Tech Revisions Still Positive

July 26, 2024 Brian Gilmartin Leave a comment

Occasionally this blog posts this – what is essentially a net income chart from LSEG I/B/E/S – for the SP…

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Posted in: Capex, GOOG, GOOGL, MSFT, Technology

Tech Sector’s Historical EPS and Revenue Growth Heading into Q2 ’24 Earnings

July 22, 2024 Brian Gilmartin Leave a comment

Looking at the above table, the tech sector is expected – as of last Friday, July 19 ’24 – to…

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Posted in: GOOGL, Technology

Netflix Earnings Summary: Will Netflix Ever Lose the Narrow / No Moat Status ?

July 21, 2024 Brian Gilmartin Leave a comment

Netflix reported a revenue, operating income and EPS beat last Thursday night, July 18th ’24, while guidance looked to be…

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Posted in: Netflix

SP 500 Earnings: Large-Cap Growth Corrects as High Yield Credit Spreads Tighten

July 20, 2024 Brian Gilmartin Leave a comment

As of Thursday night, July 18, 2024, only 70 companies had reported Q2 ’24 earnings results, so the sample size…

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Posted in: 10-year Treasury yield, Credit markets, High-Yield Credit

JPMorgan and Citigroup Earnings Summaries: Like Both, But Citigroup is a Cheaper, Longer-Term Play

July 17, 2024 Brian Gilmartin Leave a comment

In the earnings preview written late last week on what was expected for the two banking giants Friday morning, July…

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Posted in: C, JPM

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Fundamentalis

  • Walmart Earnings Summary: Stock Testing 200-Day Moving Average After Earnings
  • StyleBox Update: The One Surprise is SmallCap Growth and Value Starting to Roll
  • SP 500 Earnings: Don’t Forget About SP 500 Revenue Growth, Maybe a Better Story
  • SP 500 Earnings: Forward SP 500 Estimates Power Higher Once Again / Quick Notes on IBM and Ford
  • Walmart Earnings Preview: Short-term Gas Impact versus Longer-term Advertising and Flywheel Trends

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