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Category: Amazon

First Real Week of SP 500 Earnings, Revenue Growth Still an Issue

October 16, 2015 Brian Gilmartin Leave a comment

Briefing.com has a decent earnings calendar and carries more prospective earnings reports than the SP 500. According to Briefing’s table,…

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Posted in: Amazon, BAC, F, GE, GS, IBM, INTC, MSFT, PG, SCHW, SP 500 Revenue Growth, Weekly Earnings Update, WMT

Weekly Earnings Update: Performance Differential between Growth and Value Continues

July 25, 2015 Brian Gilmartin Leave a comment

The most striking aspect to the SP 500 since July 1 is the performance differential between “Growth” and “Value” within…

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Posted in: Amazon, Apple (AAPL), Basic Materials, Fwd 4-qtr growth rate (SP 500), GOOG, GOOGL, Growth v Value, IBM, MSFT, S&P 500, SP 500 Revenue Growth, Weekly Earnings Update

Weekly Earnings Update: Forward Estimate rose to $125 This Week; Expect Q2 ’15 Earnings Growth of at Least 6% – 7%

July 4, 2015 Brian Gilmartin Leave a comment

In the movie, “Analyze This” with Billy Crystal (Dr. Ben Sobel, a psychiatrist) and Robert DeNiro (mobster Paul Vidi), there…

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Posted in: AA, Amazon, Energy sector, Financial sector, LEN, NKE, S&P 500, Weekly Earnings Update, WMT

Weekly Earnings Update: Next Catalyst: Companies Reporting May Quarter End During June ’15

May 30, 2015 Brian Gilmartin Leave a comment

By the numbers: (Source: Thomson Reuters, “This Week in Earnings”) Forward 4-quarter estimate: $122.09, unchanged from last week P.E ratio:…

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Posted in: Amazon, Weekly Earnings Update, WMT

Interesting Stat on Q1 ’15 SP 500 Revenue Growth

May 14, 2015 Brian Gilmartin Leave a comment

Had some very positive responses to last night’s SP 500 valuation post. Thanks for the comments. A question from Leslie…

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Posted in: Amazon, Apple (AAPL), CSCO, Financial sector, Financials, MSFT, QQQE, SP 500 Revenue Growth, Uncategorized

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Fundamentalis

  • Bond Market Asset Class Returns – Not Great, but Not Shabby Either
  • SP 500 Earnings: Expected Full-year ’26 SP 500 EPS Growth was 15.6% on Jan 1, Now 22.6% as of Friday, May 1
  • Cliff-Note IBM, Boeing Earnings Summaries: Boeing’s OK; IBM is All About What Mgmt Didn’t Say
  • SP 500 Earnings: A Broken Record – Positive Revisions. SP 500 Revenue Growth Worth Noting Again
  • Boeing / IBM Earnings Previews: BA Still Requires Patience, While IBM’s AI Book is Growing

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