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FedEx Reports Tuesday, March 17th. This SP 500 Correction More like 9/11 than 2008

March 16, 2020 Brian Gilmartin Leave a comment

FedEx reports Tuesday, March 17th, 2020 after the closing and my guess is the Irish Eyes won’t be smilin’ on…

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Posted in: 2008 Financial Crisis, FDX

SP 500 Earnings Yield Jumps to 6.37%

March 13, 2020 Brian Gilmartin Leave a comment

Even with the late-day surge on Friday, the SP 500 ended the day with an SP 500 “earnings yield” of…

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Posted in: Weekly Earnings Update

Oracle Reports Tonight: Guidance (if Given) Will be Everything as Buybacks Support Share Price

March 12, 2020 Brian Gilmartin Leave a comment

Oracle (ORCL) reports their fiscal Q3 ’20 quarter tonight, March 12th, 2020, after the closing bell, and given the February,…

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Posted in: ORCL

How 2020 SP 500 Sector Growth Estimates Have Changed

March 7, 2020 Brian Gilmartin Leave a comment

Trying to write an entire blog post without mentioning the “c-word” is tough these days but watching full-year “expected” SP…

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Posted in: 2020 SP 500 Earnings data, Weekly Earnings Update

Quick Update on High Yield: Waiting for 7% – 7.5% Current Yields

March 4, 2020 Brian Gilmartin Leave a comment

  HYG is testings it’s 200-week moving average, but is still above the upwardly-sloping trend-line off the Q1 ’16 lows.…

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Posted in: High-Yield Credit, HYG, JNK

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Fundamentalis

  • SP 500 Earnings: Forward SP 500 Estimates Power Higher Once Again / Quick Notes on IBM and Ford
  • Walmart Earnings Preview: Short-term Gas Impact versus Longer-term Advertising and Flywheel Trends
  • SP 500 Earnings Growth Tempered with One-time Gains, and the Treasury Yield Curve
  • The Major Differences Between this Bull Stock Market and the Late 1990’s
  • SP 500 Earnings: Everyone is Now an SP 500 Earnings Expert, and a Quick Look at Cisco’s Expected Earnings

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