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Walmart Earnings Preview: “Alternative Revenue Streams” and E-commerce Will Eventually Boost Margins

February 16, 2025 Brian Gilmartin Leave a comment

Walmart (WMT), the retail grocery giant, reports their fiscal Q4 ’25 financial results before the opening bell on February 20,…

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Posted in: Costco (COST), WMT

SP 500 Earnings: 2025 SP 500 EPS Estimates Continue to be Revised Lower

February 14, 2025 Brian Gilmartin Leave a comment

There is a lot of focus on the 10-year Treasury yield thanks to comments from President Trump and Treasury Secretary…

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Posted in: 10-year Treasury yield, Weekly Earnings Update

Cisco Earnings Preview: Old Tech Tends to be Slow (Growth) Tech. May Not be a Bad Thing.

February 11, 2025 Brian Gilmartin Leave a comment

Cisco Systems reports their fiscal Q2 ’25 results after the closing bell on Wednesday, February 12th, 2025. Analyst consensus is…

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Posted in: CSCO

Coca-Cola: Never Thought the Quality of Coke’s Earnings was All That Good

February 10, 2025 Brian Gilmartin Leave a comment

By the time most readers see this, Coca-Cola, the beverage giant that still remains a large holding at Warren Buffett’s…

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Posted in: Coca-Cola (KO), Quality of Earnings, WMT

What’s Changed in the Stock Market in 2025 ?

February 9, 2025 Brian Gilmartin Leave a comment

Being 5 weeks into calendar 2025, what’s changed in the US and other stock markets this year: Top 10 SP…

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Posted in: SP 500 Equal-Wt (RSP), Top 10 Market Cap Weights

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Fundamentalis

  • SP 500 Earnings Update: SP 500 Forward EPS Estimates Still Seeing Higher Revisions
  • SP 500 Was Due for a Tougher Year in ’26
  • Peak Crude Oil ? Quick Look at SP 500 EPS Data
  • Coca-Cola: Earnings Quality Still Not Great
  • Market’s Rotation A Lot Like March, 2000, with One Major Difference

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