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SP 500 Earnings: Not a Bad Decade

November 9, 2019 Brian Gilmartin Leave a comment

With 466 of the SP 500 having reported 3rd quarter ’19 earnings, the earnings season officially ends this coming week…

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Posted in: 10-year Treasury yield, CSCO, WMT

SP 500 Weekly Earnings Update: SP 500 Still Expecting High 4% – Low 5% Revenue Growth in 2020

November 2, 2019 Brian Gilmartin Leave a comment

We heard very little about this week’s Ron Baron forecast, where he predicted a 650,000 DJIA in 50 years. The…

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Posted in: SP 500 Revenue Growth, Weekly Earnings Update

How 2020 Estimated Sector Growth has Changed the Last 5 Weeks

November 1, 2019 Brian Gilmartin Leave a comment

This weekend, the numbers and metrics will be updated for readers, but today, I wanted to show readers how 2020…

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Posted in: 2020 SP 500 Earnings data

FOMC and Apple Earnings Tonight – Apple Looks a Little Extended

October 30, 2019 Brian Gilmartin Leave a comment

According to the Chicago Merc’s fed funds futures contract there is a 98% chance that the new fed funds range…

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Posted in: Apple (AAPL), FOMC meeting

Alphabet / Google Reports Tonight: Stock Fairly Valued, but Don’t See Much Downside Either

October 28, 2019 Brian Gilmartin Leave a comment

Alphabet (GOOGL) reports tonight (Monday, October 28, 2019) after the closing bell with analyst consensus (per IBES by Refinitiv) expecting…

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Posted in: GOOG

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Fundamentalis

  • Boeing Earnings Preview: Administration Support Could be Important Tailwind, As BA Digs Out of Deep Hole
  • Netflix Earnings Summary: The Business Model is Fine, It’s PE Compression That is the Risk
  • SP 500 Earnings: One Unusual Aspect to Q3 ’25 Earnings Estimates
  • Alphabet Earnings Preview: Google’s Very Own Version of Creative Destruction
  • IBM Earnings Preview: Cash-Flow Multiples are Much More Reasonable

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