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FedEx Earnings Preview: Trade/Brexit Beneficiary with Easier Compares in ’20, but not Without Issues

December 16, 2019 Brian Gilmartin Leave a comment

FedEx (FDX) the transport giant reports their fiscal Q2 ’20 financial results after the bell on Tuesday, December 17th, with…

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Posted in: FDX

2020 Stock and Bond Market Forecast(s): SP 500, Still Positive but Lower Return Expected

December 15, 2019 Brian Gilmartin Leave a comment

For 2019 YTD: SP 500: +28.75% Barclays Agg: +8.70% Gold (GLD): +14.68% (Morningstar data) (Source: @CharlieBillelo’s Twitter feed)   In terms…

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Posted in: 2020 Stock and Bond Market Forecast

SP 500 Earnings Update: Forward Growth Rate Telling the Right Story

December 14, 2019 Brian Gilmartin Leave a comment

  This “forward estimate 1-year chg %” continues to tell the right story thus it will continue to be shown…

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Posted in: Weekly Earnings Update

Oracle Earnings Preview: Oracle’s Fairly Valued, but Revenue Growth Lags due to Cloud Transition

December 11, 2019 Brian Gilmartin Leave a comment

Usually earnings previews are written over on Seeking Alpha but Oracle’s (ORCL) story is well known and the fact is…

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Posted in: ORCL

Looking EPS and Revenue Volatility around the Energy Sector

December 7, 2019 Brian Gilmartin Leave a comment

How much variance is there around y/y EPS and revenue growth in the Energy Sector ? Here is the historical…

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Posted in: Energy ETF's (XLE, Energy sector

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Fundamentalis

  • Expecting Modest, but Still Likely Positive Return, for the SP 500 in 2026
  • Gold Breaks a 40-year Correlation. Does This Signal a Problem for SP 500 Forward Returns ?
  • The 2025 Estimated SP 500 EPS Growth Rate has Improved from +9% in July, ’25 to +14% on Dec 12 ’25
  • Nike Earnings Preview: Expect a Better Quarter, But Elliott’s Still Running a Marathon with a Piano on His Back
  • Fed Funds Cut Coming Wednesday, December 10th / Longer-Maturity Move Likely to Happen w Fed Chair Change

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