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Category: Amazon

The Great Rotation and a LinkFest for Readers

June 6, 2016 Brian Gilmartin Leave a comment

What is it about the 2,100 level for the SP 500 ? From LPL’s Ryan Detrick’s twitter feed too. In…

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Posted in: Amazon, Apple (AAPL), EEM, Emerging Market ETF's (EEM, Emerging Markets, VWO)

SP 500 Weekly Earnings Update: Dissecting the SP 500 by Various Sectors and Stocks

May 15, 2016 Brian Gilmartin Leave a comment

First this article from Factset on Thursday, I thought was a decent summary on Q1 ’16 financial results YTD. Thomson…

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Posted in: Amazon, Apple (AAPL), Brazil (EWZ), Commodities, Crude oil / Energy, Energy ETF's (XLE, Fwd 4-qtr growth rate (SP 500), Uncategorized, US Dollar, Weekly Earnings Update

SP 500 Earnings: Market Cap vs Earnings Weight and How the First Shall Be Last…

March 5, 2016 Brian Gilmartin Leave a comment

SP 500 Earnings data “by the numbers”: (source Thomson Reuters “This Week in Earnings”): Forward 4-quarter estimate: $120.95 versus $121.23…

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Posted in: Amazon, Earnings Weight vs Market Cap, Energy ETF's (XLE, Energy sector, S&P 500, Sector Earnings Growth Estimates

SP 500 Earnings Update: Forward 4-Quarter Growth Rate Still Positive

February 15, 2016 Brian Gilmartin Leave a comment

Thomson Reuters Data by the numbers: Forward 4-quarter estimate: $121.90 versus $122.50 last week P.E ratio: 15.3(x) PEG ratio: 11(x)…

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Posted in: Amazon, Fwd 4-qtr growth rate (SP 500), WMT

Reversal Day Today ? Let’s Go To The Charts…

January 21, 2016 Brian Gilmartin Leave a comment

The reversal in the Russell 2000 and biotech’s today was pretty significant since these groups have been leading us lower,…

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Posted in: Amazon, Biotech, GOOG, GOOGL, Kimble / Detrick, MSFT, Russell 2000

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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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