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Category: MSFT

The Technology Sector and a Longer-Term Look at SP 500 Earnings

April 15, 2017 Brian Gilmartin Leave a comment

Investors get their first look at Technology sector earnings reports this week, with Netflix, IBM, Ebay and Qualcomm reporting by…

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Posted in: Amazon, FB, IBM, MSFT, Sector Earnings Growth Estimates

Q4 ’16 Earnings Season: Updating the Sector Calls

January 29, 2017 Brian Gilmartin Leave a comment

Updating this article from the last week of December, 2016 and this article from early, 2017, here is an update…

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Posted in: Apple (AAPL), Basic Materials, Bespoke, CME, Commodities, Consumer Discretionary, Crude oil / Energy, Energy ETF's (XLE, Energy sector, Financials, GS, JPM, MSFT, SCHW, Technology

Weekly Earnings Update: Expect Strong Q4 ’16 SP 500 Earnings; Likely up 9%-10%

January 14, 2017 Brian Gilmartin Leave a comment

Here is a longer look at the annual SP 500 EPS prints since 2014: 2018: $148.59: or +12% y/y growth…

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Posted in: 2017, 2017 Fiscal Policy, Apple (AAPL), GE, GS, IBM, MSFT, SLB

All Eyes on 2017 Earnings Now

November 19, 2016 Brian Gilmartin Leave a comment

Readers will kept abreast of sector changes and such over the next 6 weeks of the quarter, but really all…

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Posted in: Apple (AAPL), MSFT, SP 500 Revenue Growth, TBF - inverse Treasury, TLT, Treasuries, Weekly Earnings Update

Looking at Top 5 Stocks in SP 500 – Market Cap / Earnings Weight Influence on SP 500 Earnings

August 23, 2016 Brian Gilmartin Leave a comment

This weekend, some time was spent looking at how the top 5 stocks in the SP 500 (SPY ETF) looked…

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Posted in: Amazon, Apple (AAPL), AT&T (T), JNJ, JPM, MSFT, Telco, XOM

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Fundamentalis

  • The HealthCare Sector: A Look at Sector Earnings Trends
  • Bond Market Update and April PCE Data This Coming Week
  • SP 500 Earnings: SP 500 Q2, Q3 ’25 EPS Revisions, and A Look at Apple and United Health’s Revisions
  • Walmart Earnings Summary: Tariffs Not as Critical as Long-Term Flywheel Improvements
  • Cisco Earnings Summary: 5% Free-Cash-Flow Yield is a Big Plus

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