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Author: Brian Gilmartin

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

How has Expected Q2 ’24 Earnings and Revenue Growth Changed in the Last 8 Weeks

June 17, 2024 Brian Gilmartin Leave a comment

It’s no surprise but for Q1 ’24 earnings growth 10 of the 11 sectors of the SP 500 saw actual…

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Posted in: Q2 '24 SP 500 EPS and revenue growth expectations

Oracle Earnings Summary: Missed Estimates, but RPO and Demand Looks Robust

June 16, 2024 Brian Gilmartin Leave a comment

Oracle reported their fiscal Q4 ’24 financial results after the bell last Tuesday, June 11th, 2024, and while the numbers…

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Posted in: ORCL

SP 500 (and Russell 2000) Earnings Look: It’s a Quieter Period Between Now and Quarter End

June 15, 2024 Brian Gilmartin Leave a comment

To give a little voice to the Russell 2000’s earnings, this blog is going to start including some short commentary…

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Posted in: Russell 2000, Weekly Earnings Update

CPI Services +5% year-over-year / Real or inflated ?

June 13, 2024 Brian Gilmartin Leave a comment

In Wednesday morning’s, June 12th, 2024 CPI report it looked great across the board, until you came across the CPI…

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Posted in: CPI / PPI, CPI Services ex-Shelter

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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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