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Category: Weekly Earnings Update

SP 500 Earnings: SP 500 Earnings Yield Sinks to 2023 low of 5.01%

December 15, 2023 Brian Gilmartin Leave a comment

Three aspects of theĀ  struck me Friday afternoon, December 15th, 2023, while looking at the IBES data by Refinitiv and…

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Posted in: Weekly Earnings Update

SP 500 Earnings: Still Firming Up but SP 500 Couldn’t Close Above July ’23 High

December 8, 2023 Brian Gilmartin Leave a comment

There’s nothing wrong with the trends in SP 500 earnings data, at least what’s tracked weekly at Refinitiv, since the…

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Posted in: Costco (COST), CPI / PPI, ORCL, Weekly Earnings Update

SP 500 Earnings: Nice Bump in SP 500 Forward Estimates

December 2, 2023 Brian Gilmartin Leave a comment

Readers will see a nice bump in forward estimates this week, probably at least partially due to Salesforce (CRM), Workday…

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Posted in: SP 500 EPS "rate-of-change", Weekly Earnings Update

SP 500 Earnings: SP 500 EPS Face Easy Compare vs Q4 ’22

November 25, 2023 Brian Gilmartin Leave a comment

Reviewing Walmart results this week and looking at the spreadsheet and conference call notes, you can never ignore year-over-year (y.y)…

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Posted in: Weekly Earnings Update

SP 500 Earnings: Nvidia Reports Tuesday Night – It Will Matter

November 19, 2023 Brian Gilmartin Leave a comment

Nvidia (NVDA) is the big earnings report forthcoming this week, as the AI chip giant will report it’s fiscal Q3…

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Posted in: SMH (semiconductor ETF), Weekly Earnings Update

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Fundamentalis

  • Coca-Cola: Earnings Quality Still Not Great
  • Market’s Rotation A Lot Like March, 2000, with One Major Difference
  • Walmart Earnings Preview: Tariff Compares Should Get Easier But Valuation Still Quite Lofty
  • Style-Box Update: Value Outperforms Across All Market-Caps
  • SP 500 Earnings: Jump in SP 500 EPS This Week. Japan Election This Weekend

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