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Weekly Earnings Update: Big Week for Mega-Cap Tech Earnings Releases

January 26, 2020 Brian Gilmartin Leave a comment

Apple (AAPL), Facebook (FB) and Microsoft (MSFT) report their December, 2019, quarter this week, and given the importance of the…

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Posted in: Apple (AAPL), Facebook (FB), MSFT, Weekly Earnings Update

Looking at Q3 and Q4, 2020 Sector Estimates

January 24, 2020 Brian Gilmartin Leave a comment

The full update will be sent out later this weekend, probably Sunday night or Monday morning since travel is required…

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Posted in: 2020 SP 500 Earnings data

SP 500 Weekly Earnings Update: “How Long Can This Last ?”

January 20, 2020 Brian Gilmartin Leave a comment

Client meetings since January 1 have kept the blog posts at a minimum. Two consistent questions from clients: 1.) How…

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Posted in: Weekly Earnings Update

Tracking SP 500 Estimate Revisions for the First Quarter of the Year

January 13, 2020 Brian Gilmartin Leave a comment

In this weekend’s SP 500 earnings update, it was mentioned that first quarter’s of the year can see negative EPS…

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Posted in: SP 500 estimate revision data

SP 500 Earnings Update: The Q4 ’19 Earnings Flood Begins This Week

January 11, 2020 Brian Gilmartin Leave a comment

Financials start the Q4 ’19 earnings season this week, which is typical each quarter, as Financial’s start reporting and mostly…

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Posted in: SP 500 Earnings Yield, Top 10 Earnings weights, Weekly Earnings Update

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Fundamentalis

  • SP 500 Earnings: Forward SP 500 Estimates Power Higher Once Again / Quick Notes on IBM and Ford
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  • 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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