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Category: Technology

Apple and Microsoft are almost 50% of the Tech sector’s EPS Weight

March 21, 2021 Brian Gilmartin Leave a comment

Last week, this blog wrote about the upward revisions in Tech sector EPS estimates. As of Friday, March 19th, 2021,…

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Posted in: Apple (AAPL), CSCO, INTC, MSFT, Technology

The Tech Sector – Expected 2021 EPS Growth Rates Continue to be Revised Hgher

March 18, 2021 Brian Gilmartin Leave a comment

Everyone is watching the relationship between the 10-year Treasury yield and the QQQ’s or Nasdaq 100 ETF. While there will…

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Posted in: Technology

How are the Tech sector’s EPS Revisions Holding Up ?

January 25, 2021 Brian Gilmartin Leave a comment

With Apple and Microsoft reporting their December quarter on Tuesday, January 26th, 2021, representing roughly 12% of the SP 500…

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Posted in: Apple (AAPL), MSFT, Technology

Comparing Cash-Flow Valuations on Big 5 Tech and Value Tech

December 30, 2020 Brian Gilmartin Leave a comment

The spreadsheet is internal and draws a comparison of the Top 5 Tech names in the SP 500 versus the…

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Posted in: Technology, Valuation

A Quick Look at Technology’s Expected EPS Growth Rates in 2021

November 29, 2020 Brian Gilmartin Leave a comment

In the weekly “This Week in Earnings” Refinitiv publishes expected, full-year, growth rates for next year on a weekly basis.…

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Posted in: Technology

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