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Author: Brian Gilmartin

SP 500 Earnings: Market Cap Weight vs Earnings Weight Updated

March 28, 2024 Brian Gilmartin Leave a comment

A reader asked last week what was driving the SP 500 earnings growth, and while you could write a book…

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Posted in: Earnings Weight vs Market Cap, Market-Cap weights

Walgreens Earnings Preview: Revenue Estimates are Holding Up; It’s a Cost-Structure Problem

March 27, 2024 Brian Gilmartin Leave a comment

Walgreens is set to report their fiscal Q2 ’24 financial results before the opening bell tomorrow morning, Thursday, March 28th,…

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Posted in: WBA

FedEx Post Earnings: Stock Jumps on Better Express Margins

March 26, 2024 Brian Gilmartin Leave a comment

FedEx (FDX) reported their fiscal Q3 ’24 financial results after the bell last Thursday night, March 21st, and while revenue…

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Posted in: FDX

Nike Post Earnings: Stay With the Brand

March 25, 2024 Brian Gilmartin Leave a comment

Nike reported their fiscal Q3 ’24 earnings and revenue last Thursday night, March 21, and although both EPS and revenue…

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Posted in: NKE

SP 500 Earnings: One Week Left in Quarter, Q1 ’24 SP 500 Earnings Appear in Good Shape

March 24, 2024 Brian Gilmartin Leave a comment

SP 500 data: The forward -quarter SP 500 EPS estimate this week (data is of Wednesday, 3/20 last week, as…

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Posted in: Weekly Earnings Update

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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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