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SP 500 Earnings: The Upward Revisions Are a Big Positive

April 26, 2024 Brian Gilmartin Leave a comment

It was only after posting last week’s SP 500 earnings update that it was realized that the data metrics usually…

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Posted in: Weekly Earnings Update

Microsoft Earnings Preview: Watching AI’s Contribution to Azure

April 24, 2024 Brian Gilmartin Leave a comment

Microsoft, the enterprise software giant is scheduled to report their fiscal Q3 ’24 financial results after the bell on Thursday,…

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Posted in: MSFT

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

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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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