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Category: Technology

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

Q1 ’18 – Large Upward SP 500 Estimate Revisions, but a Negative Quarter ?

March 28, 2018 Brian Gilmartin Leave a comment

With the first quarter expected to end Thursday night, March 29th, 2018, given the stock and bond markets will be…

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Posted in: EPS estimate revisions, Standard & Poors Earnings Data, Technical Analysis, Technology

Tech Comprises 25% of SP 500 Market Cap (Again)

March 5, 2018 Brian Gilmartin Leave a comment

  Every so often, readers are updated on the SP 500’s sector rankings in terms of market cap weight and…

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Posted in: Energy sector, Market-Cap weights, Technical Analysis, Technology

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Fundamentalis

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  • No Question, the Monetary Policy (Interest Rate) Narrative Has Changed (For the Better)
  • Nike Earnings Preview: Some Improvement is Expected; The 7% Free-Cash-Flow Yield Helps
  • SP 500 Earnings Update: Q2 ’25 Earnings Should be Ok; The Attention Turns to Q3 ’25 Guidance

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