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Month: October 2021

SP 500 Earnings: Still Looks Normal, but the Big Week is October 25th

October 17, 2021 Brian Gilmartin Leave a comment

With the Big 5 – Apple, Amazon, Facebook, Alphabet and Microsoft – all slated to report their Q3 ’21 financial…

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Posted in: Weekly Earnings Update

Big Financials Report This Week: Here’s a Quick Preview of a Few Names

October 10, 2021 Brian Gilmartin Leave a comment

A number of larger-cap banks and financials report this week. Here’s a quick summary of EPS / revenue estimates and…

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Posted in: BAC, Financial sector, Financials, JPM, SCHW

Weekly Update: Despite Pessimism, Q3 ’21 SP 500 Earnings Should be Fine

October 8, 2021 Brian Gilmartin Leave a comment

The question always is, “Where should investors put their money ?” One of last weekend’s blogs talked about the expected…

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Posted in: Weekly Earnings Update

Changes in Q3 ’21 Expected Revenue Growth Rates for the SP 500

October 4, 2021 Brian Gilmartin Leave a comment

There are 11 sectors in the SP 500. Readers need to see how the expected Q3 ’21 sector revenue growth rates…

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Posted in: Uncategorized

Style Box Update: Small and MidCap Value Still Outperforming YTD

October 3, 2021 Brian Gilmartin Leave a comment

This blog updates the various market-cap (large, mid, and small-cap) and styles (growth versus value) every 6 weeks, so the…

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Posted in: Style analysis

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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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