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Category: ORCL

Oracle Earnings Preview: Oracle’s Fairly Valued, but Revenue Growth Lags due to Cloud Transition

December 11, 2019 Brian Gilmartin Leave a comment

Usually earnings previews are written over on Seeking Alpha but Oracle’s (ORCL) story is well known and the fact is…

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Posted in: ORCL

SP 500 Earnings Update and One Reflection on September, 2008

September 8, 2018 Brian Gilmartin Leave a comment

With next weekend being the anniversary of the Lehman bankruptcy, this coming week the financial media will likely be flooded…

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Posted in: 2008 Financial Crisis, ORCL, Weekly Earnings Update

Still Technology: All About Apple and Oracle Next Week – Expectations Are High for Apple

September 8, 2017 Brian Gilmartin Leave a comment

Last week, the continued upward drift in Technology estimates was written about (here), and now this coming week we get…

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Posted in: Apple (AAPL), MSFT, ORCL, Technology, Weekly Earnings Update

SP 500 Earnings Update: Will Q1 ’16 Mark the Bottom for SP 500 Earnings Growth ?

March 12, 2016 Brian Gilmartin Leave a comment

The headline continues to be the $64,000 question, regarding SP 500 earnings. The reason the probability for SP 500 earnings…

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Posted in: Commodities, FDX, LEN, ORCL, US Dollar, Weekly Earnings Update

SP 500 Earnings Yield / Fed Model / FOMC Meeting / Year-end Rally

December 12, 2015 Brian Gilmartin Leave a comment

“Fed Model” fans are familiar with the SP 500 earnings yield, since it is the Fed Model calculation that subtracts…

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Posted in: FDX, Fed Model, ORCL, SP 500 Earnings Yield, Treasuries, Weekly Earnings Update

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Fundamentalis

  • SP 500 Earnings: Financials Report This Week – Expectations Are Quite High and Compares Are Tough
  • Style-Box Update: Small-Cap Value Outperforming Small-Cap Growth – Hasn’t Happened since 2022
  • A Quick Look at Q4 ’25 EPS and Revenue for SP 500: Tech Sector EPS Grew 30.9% in Q3 ’25
  • Expecting Modest, but Still Likely Positive Return, for the SP 500 in 2026
  • Gold Breaks a 40-year Correlation. Does This Signal a Problem for SP 500 Forward Returns ?

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