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Earnings Preview: Coca-Cola (KO) – Another Stagnating Brand ?

February 12, 2024 Brian Gilmartin Leave a comment

Tuesday, February 13th (BMO): Coca-Cola (KO) Wednesday, February 14th, (BMO): CME (CME) Wednesday, February 14th (AMC): Cisco Systems (CSCO) Thursday,…

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Posted in: CME, Coca-Cola (KO), Coinbase (COIN), CSCO

Nasdad Composite Nears November, ’21 All-Time-High

February 11, 2024 Brian Gilmartin Leave a comment

The Nasdaq Composite (COMP), is within 220 points of it’s all-time-high print of 16, 212, last seen in late November…

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Posted in: LongTerm Capital Management, stock market sentiment

SP 500 Earnings: Another Round of EPS Bumps After Mega-Cap Tech Earnings

February 9, 2024 Brian Gilmartin Leave a comment

It’s been an interesting ride for Q4 ’23 SP 500 earnings: After Q3 ’23’s +5% GDP growth rate, estimate revisions…

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Posted in: Weekly Earnings Update

SP 500 Earnings: Q4 ’23 Upside Surprise is +6.4% – Robust Again

February 2, 2024 Brian Gilmartin Leave a comment

Even though the earnings reports from Amazon (AMZN), META (META) and Apple (AAPL) aren’t in the data because LSEG cuts…

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Posted in: SP 500's "upside surprise", Weekly Earnings Update

Amazon Earnings Preview: Amazon Putting Covid Capex Explosion in Rear View Mirror

January 31, 2024 Brian Gilmartin Leave a comment

Amazon (AMZN) reports after the closing bell on Thursday, February 1, 2024. Analyst consensus is expecting $0.80 in EPS on…

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Posted in: Amazon

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Fundamentalis

  • Walmart Earnings Summary: Staying the Course, Looking to Add to the Stock
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  • Walmart Earnings Preview: The Flywheel is Still Flywheelin’ but Ultimately, Operating Margin Needs to Improve
  • SP 500 EPS / Revenue Growth, and Amazon Earnings
  • Bond Markets Getting Oversold; Fed Funds Futures Indicate the FOMC Will Stand Pat on Wednesday, July 29th

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