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Category: 2022

Style-Box Update 11/15/21 – Large-Cap Growth Reasserts Itself, But Value Working Too

November 16, 2021 Brian Gilmartin Leave a comment

  This blog’s “Style-Box Update” done every 6 weeks is being posted this morning in the spreadsheet above, and it…

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Posted in: 2022, Secular Bull Market, Style analysis

SP 500 “Upside Surprises” / Russell 2000 / Taper and Rising Crude Oil and EV supply

November 2, 2021 Brian Gilmartin Leave a comment

There are a lot of these charts floating around of the possible pending breakout of the Russell 2000 above the…

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Posted in: 2022, Crude oil / Energy, Electric vehicles (EV), Russell 2000

SP 500 Weekly Update II: Street More Cautious on 2022, but Give it Time

October 22, 2021 Brian Gilmartin Leave a comment

This table was cut and pasted from IBES’s weekly This Week in Earnings report as of Friday, 10/22/21. Readers should…

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Posted in: 2022, Big 5, Weekly Earnings Update

2022 Expected Quarterly SP 500 EPS / Revenue Growth Rates Still Being Revised Higher

September 24, 2021 Brian Gilmartin Leave a comment

There is a few more blogs out there publishing research on SP 500 earnings and it’s good to see. The…

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Posted in: 2022, DataTrek

A Quick Look at 2022 and What Consensus Estimates Were One Year Ago

September 17, 2021 Brian Gilmartin Leave a comment

On 9/18/20, the consensus year-over-year EPS growth estimate for Q2 ’21 was 43.5%. The actual growth rate with just two…

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Posted in: 2022

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Fundamentalis

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  • 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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