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Author: Brian Gilmartin

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

SP 500 Earnings: Quarterly Bump Next Week Leaves Forward Estimate Near $267, or a 21x PE

September 28, 2024 Brian Gilmartin Leave a comment

Here’s a quick look at how Q3 and Q4 ’24 EPS and revenue growth have trended since early in ’24.…

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Posted in: Technology, Weekly Earnings Update

FedEx Earnings Summary: Disappointing Quarter, But Staying With Stock

September 24, 2024 Brian Gilmartin Leave a comment

Last Thursday night, September 19, ’24, FedEx reported their fiscal Q1 ’25 earnings release and needless to say they missed…

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Posted in: FedEx (FDX)

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Fundamentalis

  • JPMorgan, Citigroup, and Bank of America Earnings Previews: Eventually a Return to More Normal Growth
  • Market Breadth Perspective and Avoid Nike After the Guidedown
  • 10-year Treasury Note Greatly Oversold on Eve of September Nonfarm Payroll Report
  • Key Economic Data This Week and the Treasury 10-Year Yield Bias Still Higher
  • Nike Earnings Preview: The Only Bullish Aspect to Nike’s Stock is the Extreme Bearishness

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