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Author: Brian Gilmartin

SP 500 Earnings Update: Earnings are in Good Shape; Earnings Yield Jumps to 5.80%

October 27, 2023 Brian Gilmartin Leave a comment

Changing up the presentation a little, here is a page from this week’s (10/27/23) Refinitiv “This Week in Earnings” report…

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Posted in: Weekly Earnings Update

Big Tech Reports This Week – Part II

October 24, 2023 Brian Gilmartin Leave a comment

The other two mega-cap tech names that report this week – META (META) and Amazon (AMZN) do so on Wednesday…

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Posted in: Amazon, Facebook (FB)

Big Tech Reports This Week: The “Magnificent 7” Holding Up SP 500 – Part I

October 22, 2023 Brian Gilmartin Leave a comment

This weekend’s Weekly Earnings update noted the SP 500 earnings yield (EY) is at a 6-month high, and that 4…

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Posted in: GOOG, GOOGL, MSFT

SP 500 Earnings: SP 500 Earnings Yield the Highest Since Mid-March ’23

October 21, 2023 Brian Gilmartin Leave a comment

Roughly 16% of the SP 500’s market cap will report this coming week, with Microsoft (MSFT) and Alphabet (GOOG/GOOGL) on…

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Posted in: Weekly Earnings Update

Netflix Earnings Preview: Limping into Earnings Tonight

October 18, 2023 Brian Gilmartin Leave a comment

Tonight (10/18/23) after the closing bell, Netflix (NFLX) will report their Q3 ’23 financial results and it goes without saying…

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Posted in: Netflix

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Fundamentalis

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  • SP 500 Earnings: Check the SP 500 EPS Revisions for 2027
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  • Amazon Earnings Preview: All about AWS Operating Margin, Amazon’s Revenue Flywheel, and $700 Billion Revenue Goal
  • Schwab Post-Earnings: Schwab’s Stock About 25% Undervalued (And Probably More)

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