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Category: Amazon

Nasdaq and the 50-Day Moving Average

June 16, 2017 Brian Gilmartin Leave a comment

B.I.G._Tips_-_Nasdaq_100_Epic_Streak (1) With so much investment-related information data, available daily on a plethora of blogs, Twitter, not to mention the…

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Posted in: Amazon, Apple (AAPL), Facebook (FB), GOOG, GOOGL, MSFT, QQQ, QQQE Filed under: Nasdaq

One Amazing Chart and How Q2 ’17 SP 500 Earnings Look Today

May 13, 2017 Brian Gilmartin Leave a comment

B_I_G_Tips_-_It_s_About_Time_-_Equities_Overtake_Treasuries (4) This blog has written many times about Bespoke’s quality research and this week Bespoke and Paul Hickey and…

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Posted in: Amazon, Asset allocation, Brazil (EWZ), Emerging Market ETF's (EEM, Emerging Markets, Weekly Earnings Update

Energy, Commodities and Emerging Markets

May 7, 2017 Brian Gilmartin Leave a comment

Having never owned the Emerging Markets (EM’s) in any form or fashion in the 1990’s and then staying out of…

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Posted in: Amazon, Apple (AAPL), Brazil (EWZ), Commodities, Copper (JJC), Crude oil / Energy, Currency, EEM, Emerging Market ETF's (EEM, Emerging Markets, Facebook (FB), Uncategorized, US Dollar, VWO)

The Technology Sector and a Longer-Term Look at SP 500 Earnings

April 15, 2017 Brian Gilmartin Leave a comment

Investors get their first look at Technology sector earnings reports this week, with Netflix, IBM, Ebay and Qualcomm reporting by…

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Posted in: Amazon, FB, IBM, MSFT, Sector Earnings Growth Estimates

SP 500 Valuation: Seems Reasonable Presently and Walking Up SP 500 Earnings Growth

February 8, 2017 Brian Gilmartin Leave a comment

Seth Klarman, a well-known value investor in a recent letter to clients, talked about “perilously high valuations”. In addition, we…

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Posted in: 2017 Fiscal Policy, Amazon, SP 500 Valuation

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Fundamentalis

  • SP 500 Earnings: Jump in SP 500 EPS This Week. Japan Election This Weekend
  • Amazon Earnings Preview: AWS Operating Margin Facing Tough Compares in December ’25 / March ’26 Quarter’s
  • SP 500 Earnings: 7,000 Tough Resistance for SP 500
  • IBM Earnings Preview: IBM’s Operating Margin is Slowly Expanding
  • Boeing Earnings Preview: Expectations Remain Too Subdued for the Aerospace Giant

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