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Goldman Sachs: An Easier Fed Can Unleash a Lot of Earnings Power

April 22, 2024 Brian Gilmartin Leave a comment

Just getting around to finishing the review of the financial sector names that are followed, going through Goldman Sachs numbers…

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Posted in: GS

Schwab and Netflix Post-Earnings: Both Stocks Still Well off All-Time ’21 Highs

April 21, 2024 Brian Gilmartin Leave a comment

Schwab (SCHW): Schwab reported their Q1 ’24 results last Monday, April 15th, 2024. The stock is still battling the inverted…

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Posted in: Netflix, SCHW

SP 500 Earnings: So Far, the Pattern is Typical, But Mega-cap Earnings This Week Loom Large

April 20, 2024 Brian Gilmartin Leave a comment

In this “Market Cap vs Earnings Weight” post from March 28th, ’24, the dynamic between the two “weights” was discussed…

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Posted in: 2000, PE expansion / contraction, Weekly Earnings Update

Netflix Earnings Preview: Free-Cash-Flow Improvement Has Been Impressive

April 17, 2024 Brian Gilmartin Leave a comment

Netflix (NFLX), reports their financial results for their first calendar quarter of 2024, after the market closes on Thursday, April…

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Posted in: Netflix

JP Morgan / Citigroup Earnings Summaries: The Banking System is in Pretty Good Shape

April 16, 2024 Brian Gilmartin Leave a comment

JP Morgan (JPM) and Citigroup (C) both reported their calendar Q1 ’24 financial results last week, on Friday, April 12th,…

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Posted in: C, JPM

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Fundamentalis

  • Schwab Earnings Preview: Cheap on a PEG Basis, Can Schwab Break-out of this 3-year Consolidation?
  • Netflix Earnings Preview: Margin Guidance Continues to be Revised Higher
  • Financials Report This Week: Citi and JPMorgan Kick-Off the Big Banks Tuesday Morning
  • Technology Sector: Looking at the Last 5 Quarters “Upside Surprise” Factor
  • SP 500 Earnings: Nothing Much This Week, but Don’t Ignore Non-Correlated

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