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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

Big Week with the FOMC and Apple – Various and Sundry Topics

October 27, 2019 Brian Gilmartin Leave a comment

Thanks to Jeff Miller (www.dashofinsight.com) for including this blog in his latest post. Jeff notes that the Friday, 11/1/19 nonfarm…

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Posted in: Apple (AAPL), FOMC meeting, INTC, TXN, WBA

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Fundamentalis

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  • SP 500 Earnings: Quarterly Bump, 4th Year in a Row of +10% Returns, SP 500 Earnings Yield
  • Thinking About the 60% / 40% Balanced Portfolio – “Average, Annual” Bond Returns
  • Micron Technology Earnings Summary: Perspective on the Memory Cycle and Micron’s Business Model Adjustments To It
  • Nike Earnings Preview: Valuation More Reasonable, but EPS / Revenue Estimate Revisions Still Moving Lower

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