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Category: Apple (AAPL)

Looking at SP 500’s “Big 5”: Post-Earnings EPS and Revenue Trends & Top 10 Positions

August 2, 2021 Brian Gilmartin Leave a comment

This post will be kept short and sweet. Barrons is out this weekend as cautious on the “Big 5”. The…

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Posted in: Apple (AAPL), GOOG, GOOGL, MSFT, Tesla

Looking at EPS / Revenue Revisions for Big Tech Reporting Next Week

July 22, 2021 Brian Gilmartin Leave a comment

The financial stocks that reported last week have all rebounded as the revisions remain positive for the sector in general,…

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

Technology Sector Feeling the Tax Change Negotiations

June 1, 2021 Brian Gilmartin Leave a comment

Watching futures as the morning unfolded on the first day of June, it was nice to see a strong rally…

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Posted in: Amazon, Apple (AAPL), Facebook (FB), GOOG, GOOGL, Technology

Apple and Microsoft are almost 50% of the Tech sector’s EPS Weight

March 21, 2021 Brian Gilmartin Leave a comment

Last week, this blog wrote about the upward revisions in Tech sector EPS estimates. As of Friday, March 19th, 2021,…

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Posted in: Apple (AAPL), CSCO, INTC, MSFT, Technology

How are the Tech sector’s EPS Revisions Holding Up ?

January 25, 2021 Brian Gilmartin Leave a comment

With Apple and Microsoft reporting their December quarter on Tuesday, January 26th, 2021, representing roughly 12% of the SP 500…

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Posted in: Apple (AAPL), MSFT, Technology

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Fundamentalis

  • Schwab Post-Earnings: Schwab’s Stock About 25% Undervalued (And Probably More)
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  • 3rd Year in a Row of Double-Digit SP 500 Returns
  • SP 500 Earnings: Financial Sector Earnings Push Forward Estimates Higher
  • International Annual Returns / Breakout in EMXC

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