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Month: October 2021

SP 500 Weekly Earnings Part II: Since 10/1/21, How Have Q4 ’21 “Expected” Sector Revenue Growth Rates Changed?

October 30, 2021 Brian Gilmartin Leave a comment

For the quick answer, actually very little: Cons Disc: +9.6% today vs 11.2% on 10/1/21 Cons Spls: +5.2% today vs…

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Posted in: Weekly Earnings Update

SP 500 Earnings Update: Q3 ’21 Results are Solid / 2022 Will Be Return to Average

October 29, 2021 Brian Gilmartin Leave a comment

With the Big 5 mega-cap tech names reporting his past week, the changes in the SP 500 estimates for 2021…

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Posted in: Weekly Earnings Update

The “Big 5” Report This Coming Week: A Quick Look at the Numbers

October 24, 2021 Brian Gilmartin Leave a comment

Jump to the conclusion below for a quick overview and then come back and read from top to bottom. The…

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Posted in: Amazon, Apple (AAPL), Big 5, FB, GOOG, GOOGL, MSFT

SP 500 Weekly Update II: Street More Cautious on 2022, but Give it Time

October 22, 2021 Brian Gilmartin Leave a comment

This table was cut and pasted from IBES’s weekly This Week in Earnings report as of Friday, 10/22/21. Readers should…

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Posted in: 2022, Big 5, Weekly Earnings Update

SP 500 Earnings: Some Weakening in 2nd Half ’22 Expected Growth Rates

Brian Gilmartin Leave a comment

IBES data by Refinitiv’s Earnings Scorecard came out early this Friday morning, 10/22/21, and from that report and one of…

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Posted in: Uncategorized, Weekly Earnings Update

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Fundamentalis

  • 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
  • Bond Market Update: Moody’s Tells Investors: “It’s All About the Deficit”

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