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SP 500 EPS Weekly Update: Doing Some Math on Potential Corporate Tax Rate Increase

January 3, 2021 Brian Gilmartin Leave a comment

With 499 of the SP 500 having reported Q3 ’20 financial results, year-over-year “growth” (or declines rather) for the SP…

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Posted in: Weekly Earnings Update

Brief Thoughts on 2021

December 31, 2020 Brian Gilmartin Leave a comment

The new buzz in the year-end prediction drill for advisors is to “not predict” which is one way to stand…

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Posted in: 2021 Stock and Bond market forecast

Comparing Cash-Flow Valuations on Big 5 Tech and Value Tech

December 30, 2020 Brian Gilmartin Leave a comment

The spreadsheet is internal and draws a comparison of the Top 5 Tech names in the SP 500 versus the…

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Posted in: Technology, Valuation

A look at Expected 2021 SP 500 Sector Growth Rates

December 26, 2020 Brian Gilmartin Leave a comment

A discussion with a reader over on Seeking Alpha prompted me to take a closer look at the trends in…

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Posted in: 2021 SP 500 sector growth rates

SP 500 Earnings Update: SP 500 EPS impacted by Tesla inclusion

December 25, 2020 Brian Gilmartin Leave a comment

The addition of Tesla (TSLA this week to the SP 500 index has lowered SP 500 estimates and raised the…

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Posted in: Financial sector, Financials, Weekly Earnings Update

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Fundamentalis

  • Cisco is Fine Post Earnings: Cisco and IBM Might be the “Anti-AI” Tech Stocks
  • Cisco Earnings Preview: Stock Price Nearing It’s April, 2000, All-Time-High
  • SP 500 Earnings: Wow, the SP 500 Estimated EPS & Revenue Growth Rates Improvements are Remarkable
  • Tech Sector Revenue Growth has Been Accelerating Since Late ’22
  • SP 500 Earnings Update: Q2 ’25 Results Still Robust, Q3 ’25 Revisions Remain Positive

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