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Category: 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

Tech vs Financials – the Yin and the Yang

March 21, 2019 Brian Gilmartin Leave a comment

Tremendous article by Josh Brown today on Second Chances. Couldn’t let it pass: https://thereformedbroker.com/2019/03/21/second-chances-are-important/ ————————————————- In the 1990’s the two sectors…

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Posted in: Financial sector, Financials, Technology

How Has Expected 2019 SP 500 Earnings Growth Changed ?

February 8, 2019 Brian Gilmartin Leave a comment

Source: I/B/E/S by Refinitiv  Energy and Basic Materials, as well as Technology – led by Apple – have been the…

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Posted in: Basic Materials, Energy ETF's (XLE, Technology

Microsoft Tonight: Old Tech Giant Successfully Transforming a Business Model

October 24, 2018 Brian Gilmartin Leave a comment

One of the themes written about over on Seeking Alpha the last 10 years is the “Original (Tech) Gangsters” which…

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Posted in: MSFT, Technology

Technology Sector: Let’s Take a Look into 2019

October 23, 2018 Brian Gilmartin Leave a comment

Here is the expected (and actual) EPS and revenue growth for the Technology sector: Q4 ’19: +11.3%, +5.6% (est) Q3…

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Posted in: 2019 SP 500 earnings, Apple (AAPL), Technology

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Fundamentalis

  • Bond / Fixed-Income Returns Having a Good Year (so far) in 2025
  • SP 500 Earnings: SP 500 EPS Growth for 2025 Has Risen from 8% to 10% since Late June
  • Walmart Post-Earnings: Noisy Quarter, but Operationally, Walmart is Fine
  • Walmart Earnings Preview: Tariffs, Trade Policy Have Complicated Picture; Focus on the Operating Margin
  • Cisco is Fine Post Earnings: Cisco and IBM Might be the “Anti-AI” Tech Stocks

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