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Category: WMT

Walmart Earnings Preview: Running to Stand Still – Stock Fully-to-Slightly Overvalued

February 14, 2020 Brian Gilmartin Leave a comment

Doug McMillon has done a great job focusing on Walmart on the e-commerce threat and opportunity, but over the long…

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Posted in: WMT

SP 500 Earnings: Not a Bad Decade

November 9, 2019 Brian Gilmartin Leave a comment

With 466 of the SP 500 having reported 3rd quarter ’19 earnings, the earnings season officially ends this coming week…

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Posted in: 10-year Treasury yield, CSCO, WMT

Looking at Q1 ’18 SP 500 Revenue Growth

March 25, 2018 Brian Gilmartin Leave a comment

The SP 500 fell 5.95% this past week, and is now down 2.91% year-to-date. How is Q1 ’18 revenue growth…

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Posted in: Apple (AAPL), SP 500 Revenue Growth, WMT, XOM

One Big Difference Between the Current Bull Market and the 1990’s

November 27, 2017 Brian Gilmartin Leave a comment

Great article by Josh Brown this Sunday, November 25, 2017. This blog post of last weekend hinted at this, but…

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Posted in: Financial sector, Financials, WMT

SP 500 Earnings Update: Forward 4-Quarter Estimate Continues to Climb

November 11, 2017 Brian Gilmartin Leave a comment

“its got no brain, its got no blood, its got no anima…it just keeps banging on those meaningless symbols endlessly…

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Posted in: 10-year Treasury yield, Fwd 4-qtr growth rate (SP 500), Weekly Earnings Update, WMT

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Fundamentalis

  • Bond / Fixed-Income Returns Having a Good Year (so far) in 2025
  • SP 500 Earnings: SP 500 EPS Growth for 2025 Has Risen from 8% to 10% since Late June
  • 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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