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Old Tech Earnings Preview: IBM and Intel Report Wednesday and Thursday Night

January 24, 2024 Brian Gilmartin Leave a comment

IBM last made a new all-time-high over 10 years ago, around the $213 – $215 are in April, 2013. Intel’s…

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Posted in: IBM, INTC

Earnings Previews: Netflix Tuesday Night and Tesla Wednesday Night

January 22, 2024 Brian Gilmartin Leave a comment

Netflix’s (NFLX) movie chief Scott Stubler announced Monday night, January 22nd, he was leaving Netflix to start his own movie…

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Posted in: Netflix, Tesla

Market Cap vs Earnings Weights for SP 500 Sectors

Brian Gilmartin Leave a comment

Here’s a table that Refinitiv publishes only occasionally, but it’s valuable since it gives perspective on the SP 500 sector’s…

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Posted in: Earnings Weight vs Market Cap, Market-Cap weights

SP 500 Earnings: Will MegaCap Earnings Support the SP 500 Breakout ?

January 20, 2024 Brian Gilmartin Leave a comment

Friday, January 19th, 2024, saw the first trade above the January ’22 high of 4,815, with the SP 500 ultimately…

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Posted in: Weekly Earnings Update

SP 500 Earnings Update: It’s Less About Q4 ’23 Results and More About ’24 Guidance

January 13, 2024 Brian Gilmartin Leave a comment

Refinitiv published their weekly update Friday, January 12th, 2024. SP 500 data: The forward 4-quarter estimate ended the week at…

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Posted in: Apple (AAPL), C, JPM, MSFT, Weekly Earnings Update

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Fundamentalis

  • SP 500 Earnings: Financials Start Q2 ’25 Earnings With a Bang; Expect Another Solid Quarter for SP 500 Earnings
  • 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

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