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Category: MRK

Updating Walmart, Merck and Nike Post-Earnings

September 3, 2024 Brian Gilmartin Leave a comment

Walmart (WMT) is a position that is gradually creeping up the “Top 10 Client Position” rankings, mostly from the increase…

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Posted in: Amazon, MRK, WMT

Merck / Pfizer Earnings Summaries: Staying w Merck for Now, Pfizer’s Cost-Cutting Will Help Margins

July 31, 2024 Brian Gilmartin Leave a comment

In the tale of two large-cap pharma stocks it was a contrast in expectations, and performance on Tuesday morning, July…

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Posted in: MRK, PFE

Pfizer and Merck’s Earnings Previews: Uncorrelated to Big Tech, and Growth Styles

July 28, 2024 Brian Gilmartin Leave a comment

Both Merck and Pfizer are expected to report their Q2 ’24 financial results on Tuesday morning, July 30 ’24, before…

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Posted in: MRK, PFE

Big Tech Companies Reporting This Week: The Game is Changing. Watch Merck This Week

January 30, 2022 Brian Gilmartin Leave a comment

Ed Yardeni has named the mega-cap companies that dominate the SP 500 index, the “Mega-cap 8”. This week we hear…

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Posted in: Amazon, FB, GOOGL, MRK

Uncorrelated Assets – Part II – Pay Attention to What Hasn’t Performed Well

May 28, 2021 Brian Gilmartin Leave a comment

This part II took a longer time coming than what was originally planned, so thanks for waiting. Part I of…

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Posted in: Financial sector, Financials, IBM, INTC, MRK, PFE, Technology, Uncorrelated Assets

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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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