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Category: MSFT

How Stock Market Corrections Beget New Market Leadership

September 4, 2015 Brian Gilmartin Leave a comment

Maybe better title’s for this blog post could be, “Why Apple’s Relative Strength is Key to this Market “, or…

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Posted in: Apple (AAPL), IBM, MSFT

Weekly Earnings Update: Performance Differential between Growth and Value Continues

July 25, 2015 Brian Gilmartin Leave a comment

The most striking aspect to the SP 500 since July 1 is the performance differential between “Growth” and “Value” within…

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Posted in: Amazon, Apple (AAPL), Basic Materials, Fwd 4-qtr growth rate (SP 500), GOOG, GOOGL, Growth v Value, IBM, MSFT, S&P 500, SP 500 Revenue Growth, Weekly Earnings Update

Weekly Earnings Update: Nice Start to Q2 ’15 Earnings – All Eyes on Apple and Old Tech This Week

July 18, 2015 Brian Gilmartin Leave a comment

The surprising aspect to the many Financial stocks that reported Q2 ’15 earnings this week, is that many beat on…

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Posted in: Apple (AAPL), Basic Materials, Energy sector, IBM, MSFT, Weekly Earnings Update

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

SP 500 Weekly Earnings Update: Ex-Energy Sector, Q1 ’15 Earnings Growth at +5.1%

April 25, 2015 Brian Gilmartin Leave a comment

According to Thomson Reuters, “This Week in Earnings”, the forward 4-quarter estimate was $122.56, versus last week’s $123.49. The p.e…

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Posted in: Amazon, Apple (AAPL), GOOGL, MSFT, Uncategorized, 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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