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Author: Brian Gilmartin

FedEx Earnings Preview: FedEx Facing Very Easy Revenue Compares through mid-2024

December 17, 2023 Brian Gilmartin Leave a comment

Fedex (FDX) is scheduled to report their fiscal Q2 ’24 financial results after the close on Tuesday, December 19th, 2023.…

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Posted in: FDX

SP 500 Earnings: SP 500 Earnings Yield Sinks to 2023 low of 5.01%

December 15, 2023 Brian Gilmartin Leave a comment

Three aspects of theĀ  struck me Friday afternoon, December 15th, 2023, while looking at the IBES data by Refinitiv and…

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Posted in: Weekly Earnings Update

2023 Laggards Play Catch-Up since 10/31

December 13, 2023 Brian Gilmartin Leave a comment

Have never done this before but a number of laggards in 2023 have suddenly started to catch fire, since the…

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Posted in: GS, JPM, NKE, SCHW

Secular Bull Market – Part III

December 12, 2023 Brian Gilmartin Leave a comment

Friday’s (12/8/23) November ’23 nonfarm payroll report’s headline business survey number was +199,000 net, new jobs created, but if you…

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Posted in: Secular Bull Market

Oracle Reports Tonight: Stock Fairly Valued as Cerner Impacts Margins

December 11, 2023 Brian Gilmartin Leave a comment

Oracle reports their fiscal Q2 ’24 quarter after the close tonight, with sell-side consensus expecting $1.32 in earnings per share…

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Posted in: ORCL

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Fundamentalis

  • 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
  • SP 500 Earnings Growth Tempered with One-time Gains, and the Treasury Yield Curve

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