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Category: SCHW

2023 Laggards Play Catch-Up since 10/31

December 13, 2023 Brian Gilmartin Leave a comment

Have never done this before but a number of laggards in 2023 have suddenly started to catch fire, since the…

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Posted in: GS, JPM, NKE, SCHW

Time Left in Secular Bull Equity Market – Part II

December 4, 2023 Brian Gilmartin Leave a comment

Last week, with Part I asking the same question about time remaining in this secular bull equity market, I tried…

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Posted in: 10-year Treasury yield, Bond Market(s), Decade from 2000 to 2009, FOMC meeting, KRE - Regional Bank ETF, SCHW

Earnings Previews of Big Financials Reporting Friday, October 13th, 2023

October 9, 2023 Brian Gilmartin Leave a comment

In yesterday’s (Saturday, October 7, 2023) blog post, the names of companies that were reporting this coming week that might…

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Posted in: C, Financial sector, JPM, SCHW

Financial Sector EPS Preview: Part II – Schwab, Blackrock, Goldman Sachs and Bank of America

October 12, 2022 Brian Gilmartin Leave a comment

Charles Schwab (SCHW): Scheduled to report Monday, October 17th before the opening bellĀ  Chuck has been a relative strength star…

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Posted in: BAC, Blackrock (BLK), GS, SCHW

SP 500 Earnings Update: Financials Kick Off Q2 ’22 Earnings; Banks / Brokers are Attractively Valued

July 10, 2022 Brian Gilmartin Leave a comment

SP 500 data as of 7/8/22: (Data source: IBES data by Refinitiv’s This Week in Earnings): The “forward 4-quarter” estimate…

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Posted in: Bespoke, BlackRock, Ed Yardeni, JPM, SCHW, Weekly Earnings Update

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  • Cisco Earnings Summary: 5% Free-Cash-Flow Yield is a Big Plus

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