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Category: Technology

Technology, Apple, and Did Tim Cook Pull Off A Remarkable Feat ?

September 2, 2018 Brian Gilmartin Leave a comment

  Michael Batnick, Ritholtz Wealth’s Director of Research, puts up a chart that perfectly articulates the what-seems-to-be misplaced anxiety over…

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Posted in: Apple (AAPL), Technology

SP 500 Weekly Earnings: A Little Softening in Tech and Energy Growth Rates

August 4, 2018 Brian Gilmartin Leave a comment

It might be hardly worth mentioning but looking at the data every week, it’s important to distinguish sentiment from reality…

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Posted in: Energy sector, Technology, Weekly Earnings Update

Q2 ’18 Earnings – A Couple of Flies in the Ointment

July 28, 2018 Brian Gilmartin Leave a comment

The Bespoke Report is – in my opinion – one of the best weekly summaries of market-related, and econ-related and…

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Posted in: Bespoke, Earnings, Technology, Weekly Earnings Update

Apple’s Forward Estimates Updated

June 10, 2018 Brian Gilmartin Leave a comment

In the weekly SP 500 Earnings update this weekend, some thoughts were given on the Technology sector’s earnings, forward growth…

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Posted in: Apple (AAPL), Technology

A Peek at Q2 ’18 Expected Earnings and a Closer Look at the Technology Sector

June 9, 2018 Brian Gilmartin Leave a comment

  The above was cut-and-pasted from Friday, June 8th’s “This Week in Earnings” and the table shows how SP 500…

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Posted in: Technology, Weekly Earnings Update

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Fundamentalis

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  • 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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