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Category: CSCO

Apple and Microsoft are almost 50% of the Tech sector’s EPS Weight

March 21, 2021 Brian Gilmartin Leave a comment

Last week, this blog wrote about the upward revisions in Tech sector EPS estimates. As of Friday, March 19th, 2021,…

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Posted in: Apple (AAPL), CSCO, INTC, MSFT, Technology

Cisco Earnings Preview: Buybacks Supporting EPS as the Business Model Transitions

February 11, 2020 Brian Gilmartin Leave a comment

When Cisco nearly hit $60 per share in July, 2019, the 19% EPS growth generated in fiscal 2019 by the…

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Posted in: CSCO

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

SP 500 Earnings: Major Retailers Report Over Next Few Weeks – The Importance of WalMart

November 8, 2015 Brian Gilmartin Leave a comment

With roughly 441 of the SP 500 companies having reported their Q3 ’15 earnings, (Factset says 444 SP 500 companies…

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Posted in: Amazon, CSCO, Retail, Uncategorized, Weekly Earnings Update, WMT

Interesting Stat on Q1 ’15 SP 500 Revenue Growth

May 14, 2015 Brian Gilmartin Leave a comment

Had some very positive responses to last night’s SP 500 valuation post. Thanks for the comments. A question from Leslie…

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Posted in: Amazon, Apple (AAPL), CSCO, Financial sector, Financials, MSFT, QQQE, SP 500 Revenue Growth, Uncategorized

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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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