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Month: July 2021

SP 500 Earnings Update: SP 500’s Forward Estimate Increases are Remarkable

July 30, 2021 Brian Gilmartin Leave a comment

As a regular blogger, I try not to be hyperbolic in terms of the market or earnings, but the forward…

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Posted in: Weekly Earnings Update

SP 500 Weekly Earnings: Start Watching 2022 Estimate Revisions

July 23, 2021 Brian Gilmartin Leave a comment

Next week is a big week for mega-cap earnings reports. The “Big 5” or Apple, Microsoft, Amazon, Alphabet and Facebook…

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Posted in: Weekly Earnings Update

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

SP 500 Weekly Earnings: 2021, 2022 EPS and Revenue Revisions Still Headed Higher

July 18, 2021 Brian Gilmartin Leave a comment

My favorite table for a quick look at SP 500 EPS and revenue revisions across the next 7 quarters. The…

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Posted in: Weekly Earnings Update

Global Tax Rate Debate: How Does Mega-Cap Tech Stack Up ?

July 11, 2021 Brian Gilmartin Leave a comment

The push by the current Administration for a global minimum tax rate is gaining steam or has gained steam, so…

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Posted in: effective tax rates

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Fundamentalis

  • Boeing / IBM Earnings Previews: BA Still Requires Patience, While IBM’s AI Book is Growing
  • SP 500 Earnings: Forward Estimated Growth is Really Remarkable. SP 500 Revenue Growth Too.
  • JPMorgan, Citigroup Earnings Previews: Citi is The More Defensive Stock if Iran and Other Issues Linger in 2026
  • SP 500 Earnings: Financial Sector Looking at “Average” Quarter; A Quick Look at Goldman’s Numbers
  • Nike Earnings Summary: Continued Lack of Revenue Growth is Particularly Disheartening

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