Skip to content
Fundamentalis
Fundamentalis
Insightful market commentary from a fresh perspective.
  • Home
  • About Brian
  • Trinity Asset Management

Category: CSCO

Walmart and Cisco Earnings Summaries: A New Walmart Could Be At Hand

May 22, 2024 Brian Gilmartin Leave a comment

With two of the growth giants of the late 1990’s, there has been a decided turn for Walmart (WMT) for…

Continue Reading →

Posted in: CSCO, WMT

Cisco Earnings Preview: Can Splunk Drive Growth Again at the Networking Giant

May 13, 2024 Brian Gilmartin Leave a comment

This will be a shorter earnings preview sine the stock is a very small position within client accounts, but Cisco…

Continue Reading →

Posted in: CSCO

Earnings Preview: Coca-Cola (KO) – Another Stagnating Brand ?

February 12, 2024 Brian Gilmartin Leave a comment

Tuesday, February 13th (BMO): Coca-Cola (KO) Wednesday, February 14th, (BMO): CME (CME) Wednesday, February 14th (AMC): Cisco Systems (CSCO) Thursday,…

Continue Reading →

Posted in: CME, Coca-Cola (KO), Coinbase (COIN), CSCO

Apple and Microsoft are almost 50% of the Tech sector’s EPS Weight

March 21, 2021 Brian Gilmartin Leave a comment

Last week, this blog wrote about the upward revisions in Tech sector EPS estimates. As of Friday, March 19th, 2021,…

Continue Reading →

Posted in: Apple (AAPL), CSCO, INTC, MSFT, Technology

Cisco Earnings Preview: Buybacks Supporting EPS as the Business Model Transitions

February 11, 2020 Brian Gilmartin Leave a comment

When Cisco nearly hit $60 per share in July, 2019, the 19% EPS growth generated in fiscal 2019 by the…

Continue Reading →

Posted in: CSCO

Post navigation

Page 2 of 4
← Previous 1 2 3 4 Next →

Fundamentalis

  • Style-Box Update: Growth Still Leading Value Across Market-Caps: Zeroing in on Mid-Caps
  • SP 500 Earnings Update: The 10-year-and-Under Treasury Maturities Are Now All Below the Fed Funds Rate
  • No Question, the Monetary Policy (Interest Rate) Narrative Has Changed (For the Better)
  • Nike Earnings Preview: Some Improvement is Expected; The 7% Free-Cash-Flow Yield Helps
  • SP 500 Earnings Update: Q2 ’25 Earnings Should be Ok; The Attention Turns to Q3 ’25 Guidance

Subscribe to Fundamentalis

Loading

Archives

Copyright © 2025 Fundamentalis