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Category: IBM

IBM Earnings Preview: A Maddening Long Since the Late ’24 Breakout

July 18, 2026 Brian Gilmartin Leave a comment

Since IBM broke out to an all-time-high (above the April, 2013 high of $215 – $216 per share) the stock…

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Posted in: IBM

SP 500 Earnings: Forward SP 500 Estimates Power Higher Once Again / Quick Notes on IBM and Ford

May 23, 2026 Brian Gilmartin Leave a comment

The blog post from last week got a good response over on www.seekingalpha.com. Being a one-man shop, when an article…

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Posted in: F, GE, IBM, Weekly Earnings Update

CliffsNotes: IBM, Boeing Earnings Summaries: Boeing’s OK; IBM is All About What Mgmt Didn’t Say

April 26, 2026 Brian Gilmartin Leave a comment

Boeing (BA) the airline manufacturing giant that is ordinarily the envy of the world, and one of only two airline…

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Posted in: BA, IBM

Boeing / IBM Earnings Previews: BA Still Requires Patience, While IBM’s AI Book is Growing

April 21, 2026 Brian Gilmartin Leave a comment

Boeing (BA) has been a frustrating long, but after an 18-year plus secular bull market in the SP 500 (bottoming…

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Posted in: BA, IBM

SP 500 Earnings: Forward Estimated Growth is Really Remarkable. SP 500 Revenue Growth Too.

April 19, 2026 Brian Gilmartin Leave a comment

When the new gets too good in the stock market, it can be as much of a warning sign, as…

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Posted in: BA, C, IBM, Weekly Earnings Update

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Fundamentalis

  • IBM Earnings Preview: A Maddening Long Since the Late ’24 Breakout
  • JPMorgan, CitiBank Earnings Previews: Share Repurchases and Capital Return Are Probably Under-Appreciated
  • SP 500 Earnings: Quarterly Bump, 4th Year in a Row of +10% Returns, SP 500 Earnings Yield
  • Thinking About the 60% / 40% Balanced Portfolio – “Average, Annual” Bond Returns
  • Micron Technology Earnings Summary: Perspective on the Memory Cycle and Micron’s Business Model Adjustments To It

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