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Category: Technology

Technology Sector Suffers It’s First Crisis of Doubt

July 13, 2020 Brian Gilmartin Leave a comment

Jeff Miller published a timely article over at www.dashofinsight.com this weekend. Jeff wondered aloud if it was time to do…

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Posted in: LongTerm Capital Management, Technology

Planning Ahead for a “March, 2000” Moment and Top 10 Holdings as of June 30 ’20

July 8, 2020 Brian Gilmartin Leave a comment

As the mainstream business media like CNBC and Bloomberg keep pointing out, the similarities to today’s SP 500 and the…

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Posted in: 2000, Big Tech Cash-flow Valuation, Technology, Top 10 Client Holdings

Technology’s “Big 5” Report Next Week – 20% of SP 500 Market Cap

April 23, 2020 Brian Gilmartin Leave a comment

  Looking at the SP 500 EPS and revenue data in general, the trough in y/y decline in SP 500…

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Posted in: Amazon, Apple (AAPL), Facebook (FB), GOOG, GOOGL, MSFT, Technology

Expected SP 500 – and Technology – Revenue Growth Headed Into Q1 ’19 Earnings

April 7, 2019 Brian Gilmartin Leave a comment

Here is the historical and prospective SP 500 revenue growth per the latest IBES data: Q4 ’19: +6.4% (est) Q3…

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Posted in: Apple (AAPL), SP 500 Revenue Growth, Technology

Will SP 500 Earnings Bottom with Q1 ’19’s Results ?

March 30, 2019 Brian Gilmartin Leave a comment

That’s the $64,000 question today: will SP 500 earnings hit their trough with the Q1 ’19 earnings reports set to…

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Posted in: Financial sector, Financials, LongTerm Capital Management, Technology, Weekly Earnings Update

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Fundamentalis

  • Financials Report This Week: Citi and JPMorgan Kick-Off the Big Banks Tuesday Morning
  • Technology Sector: Looking at the Last 5 Quarters “Upside Surprise” Factor
  • SP 500 Earnings: Nothing Much This Week, but Don’t Ignore Non-Correlated
  • Style-Box Update: Growth Still Leading Value Across Market-Caps: Zeroing in on Mid-Caps
  • SP 500 Earnings Update: The 10-year-and-Under Treasury Maturities Are Now All Below the Fed Funds Rate

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