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Category: 2022

Earnings Update: Calendar 2021 SP 500 EPS Estimate is (Probably) Still Too Low

June 11, 2021 Brian Gilmartin Leave a comment

Per Briefing.com, here are the companies expected to release financial results next week. Oracle (ORCL), being “old tech” is up…

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Posted in: 2022, LEN, ORCL, Weekly Earnings Update

Weekly Update, a Look at 2022 Expected Growth Rates and 2020 Actuals

June 4, 2021 Brian Gilmartin Leave a comment

With the vast majority of the SP 500 having reported their Q1 ’21 financial results, the estimate revision activity will…

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Posted in: 2021 SP 500 sector growth rates, 2022, Weekly Earnings Update

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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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