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Nike Earnings Preview: Stock still down 28% from It’s Late ’21 All-Time-High

December 19, 2023 Brian Gilmartin Leave a comment

Nike (NKE) reports their fiscal Q2 ’24 quarter Thursday night, December 21, ’23 after the closing bell. The stock peaked…

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Posted in: NKE

FedEx Earnings Preview: FedEx Facing Very Easy Revenue Compares through mid-2024

December 17, 2023 Brian Gilmartin Leave a comment

Fedex (FDX) is scheduled to report their fiscal Q2 ’24 financial results after the close on Tuesday, December 19th, 2023.…

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Posted in: FDX

SP 500 Earnings: SP 500 Earnings Yield Sinks to 2023 low of 5.01%

December 15, 2023 Brian Gilmartin Leave a comment

Three aspects of theĀ  struck me Friday afternoon, December 15th, 2023, while looking at the IBES data by Refinitiv and…

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Posted in: Weekly Earnings Update

2023 Laggards Play Catch-Up since 10/31

December 13, 2023 Brian Gilmartin Leave a comment

Have never done this before but a number of laggards in 2023 have suddenly started to catch fire, since the…

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Posted in: GS, JPM, NKE, SCHW

Secular Bull Market – Part III

December 12, 2023 Brian Gilmartin Leave a comment

Friday’s (12/8/23) November ’23 nonfarm payroll report’s headline business survey number was +199,000 net, new jobs created, but if you…

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Posted in: Secular Bull Market

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Fundamentalis

  • Schwab Expense Discipline Drove the Beat for the Quarter – Fair Value Now $135 per Share
  • International and Emerging Markets Starting to Percolate: 10 and 15 yr Annual Returns Still Modest
  • 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

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