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Category: mu

7.2.14: How Important was Intel’s Upside Surprise ?

July 2, 2014 Brian Gilmartin Leave a comment

We’ve occasionally posted this spreadsheet to the blog: it shows upward and downward revisions for all of the publicly-traded companies…

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Posted in: Earnings estimate revisions, INTC, mu, Sector Earnings Growth Estimates

10.5.13 SP 500 Earnings Update: Record High SP 500 Dollar Estimate, But Forward Growth Rate Slows

October 5, 2013 Brian Gilmartin Leave a comment

Per ThomsonReuters, the “forward 4-quarter” EPS estimate for the SP 500 jumped to $119.04 this week, from last weeks $115.46,…

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Posted in: AA, Apple (AAPL), Consumer Staples, Earnings, Facebook (FB), FCX, Financial sector, mu, S&P 500, X

Earnings update: March 23, ’13: Earnings Worries Grow – Negative Warnings as Bad as Q3, 2001- Financials still Safe

March 24, 2013 Brian Gilmartin Leave a comment

According to ThomsonReuters, the “forward 4-quarter” earnings estimate for the SP 500 as of Friday, March 22nd, 2013 was $111.88,…

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Posted in: FB, FDX, IBM, LEN TIF, mu, ORCL, S&P 500, Uncategorized

Chart of the Day (3/19/13): Micron Technology (MU)

March 19, 2013 admin Leave a comment

We thought Micron would report Monday night, March 18th, per the ThomsonReuters data, but in fact MU reports Thursday night,…

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Posted in: mu, Uncategorized

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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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