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Walgreens Post-Earnings: Jury’s Still Out. Still A Lot of Questions

March 31, 2024 Brian Gilmartin Leave a comment

No question Tim Wentworth, Walgreens new CEO is moving quickly to dispose of some of the assets that have found…

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Posted in: WBA

SP 500 Earnings: Market Cap Weight vs Earnings Weight Updated

March 28, 2024 Brian Gilmartin Leave a comment

A reader asked last week what was driving the SP 500 earnings growth, and while you could write a book…

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

Walgreens Earnings Preview: Revenue Estimates are Holding Up; It’s a Cost-Structure Problem

March 27, 2024 Brian Gilmartin Leave a comment

Walgreens is set to report their fiscal Q2 ’24 financial results before the opening bell tomorrow morning, Thursday, March 28th,…

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Posted in: WBA

FedEx Post Earnings: Stock Jumps on Better Express Margins

March 26, 2024 Brian Gilmartin Leave a comment

FedEx (FDX) reported their fiscal Q3 ’24 financial results after the bell last Thursday night, March 21st, and while revenue…

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Posted in: FDX

Nike Post Earnings: Stay With the Brand

March 25, 2024 Brian Gilmartin Leave a comment

Nike reported their fiscal Q3 ’24 earnings and revenue last Thursday night, March 21, and although both EPS and revenue…

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Posted in: NKE

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Fundamentalis

  • Updating the Non-Correlateds: Boeing and IBM Trying to Become Relevant Again
  • Hyperscaler Earnings Previews: Alphabet, Microsoft and Amazon – Maybe the Bearish Sentiment Will Help
  • SP 500 Earnings: FOMC Announcement, September PCE, and 3 Hyperscalers Report This Coming Week
  • SP 500 Earnings: SP 500 Earnings Yield Jumps Over 5%, Sold the EMXC
  • JPMorgan, Citigroup, and Bank of America Earnings Previews: Eventually a Return to More Normal Growth

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