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Category: BA

Boeing Earnings Preview: Watch the ’25 – ’26 Revenue Estimates after Q4 ’23 Earnings

January 30, 2024 Brian Gilmartin Leave a comment

It’s hard to think of a more out-of-favor stock coming into Q4 ’23 earnings season than Boeing (BA), with Boeing…

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Posted in: BA

SP 500 Earnings: Fed Funds Hike Next Week and Microsoft / Alphabet Report

July 21, 2023 Brian Gilmartin Leave a comment

Don’t forget the FOMC release is Wednesday afternoon, July 26th, and according to the CME FedWatch tool, there is a…

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Posted in: BA, Coca-Cola (KO), Energy ETF's (XLE, Energy sector, GOOGL, INTC, MSFT, Weekly Earnings Update

SP 500 Earnings Update: SP 500 Earnings Yield Still Above 5%

January 28, 2022 Brian Gilmartin Leave a comment

Technically, Q4 ’21 earnings releases will last another 3 weeks or so and then Q4 ’21 will be done. Since…

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Posted in: BA, Industrials, SP 500 Earnings Yield, Weekly Earnings Update

SP 500 Earnings: Industrial Sector Expected to Lead in 2022

December 26, 2021 Brian Gilmartin Leave a comment

Looking at the above spreadsheet, this blog began tracking 2022 SP 500 sector earnings growth in early October ’21 since,…

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Posted in: BA, FDX, GE, HON, Industrials, Sector Earnings Growth Estimates

12.6.14: Weekend Reading That Might Benefit Others

December 7, 2014 Brian Gilmartin Leave a comment

http://www.fa-mag.com/news/worst-returns-in-decades-hounding-active-stock-fund-managers-20074.html. This leadoff article details how tough a year it has been for active equity managers. Although I haven’t seen…

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Posted in: BA, Bond Funds, MSFT, UTX

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Fundamentalis

  • Style-Box Update: Growth Still Leading Value Across Market-Caps: Zeroing in on Mid-Caps
  • SP 500 Earnings Update: The 10-year-and-Under Treasury Maturities Are Now All Below the Fed Funds Rate
  • 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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