Category: What I’m Reading Today

Be in the know. 20 key reads for Wednesday…

  1. 33 Stocks That Will See Strong Earnings Growth This Quarter (Barron’s)
  2. European stocks climb as investors eye bigger-than-expected EU stimulus plan (MarketWatch)
  3. Burger King debuts giant crowns to encourage social distancing (New York Post)
  4. Why Dollar Tree and Family Dollar Stock Are Buys Right Now (Barron’s)
  5. Fed should lift caps to buy as much corporate bond ETFs as it wants, says BofA (MarketWatch)
  6. 13 Deeply Discounted Dividend Stocks to Play in a Recovery (Barron’s)
  7. 15 Cheap Stocks Growing Fast Enough to Avoid Value Trap (Barron’s)
  8. Europe Is Subsidizing Millions of Paychecks. Companies Want to Keep It That Way, for Now. (Wall Street Journal)
  9. Distressed Real Estate Market Beckons Opportunistic Buyers (New York Times)
  10. KFC tests a new chicken sandwich (USA Today)
  11. Mortgage demand from homebuyers shows strong and unexpectedly quick recovery (CNBC)
  12. Jay Leno: What it’s like to drive the Tesla Cybertruck—from ‘instant acceleration’ to how the interior feels (CNBC)
  13. A top Trump economic adviser says the White House is considering offering ‘back to work’ cash bonuses for unemployed Americans ) (Business Insider)
  14. Cuomo to press Trump on reviving U.S. economy with roads, bridges in White House meeting (Reuters)
  15. Ross to Bartiromo: Trump mulling ‘menu’ of action against China over Hong Kong (Fox Business)
  16. Top-rated companies raise $1tn to fill ‘war chests’ (Financial Times)
  17. Boeing and Airbus Study How Coronavirus Behaves During Air Travel Wall Street Journal)
  18. This is the time for active managers to shine, Goldman notes. How — and what — are they doing? (MarketWatch)
  19. Airline stocks soared as much as 16% Tuesday — here are Wall Street’s favorites (MarketWatch)
  20. Gilead Sciences Stock Is Moving Back Into Favor (MarketWatch)

Be in the know. 10 key reads for Tuesday…

  1. Wall Street’s 6 Favorite Defense Stocks for Memorial Day (Barron’s)
  2. Small caps outperform after recessions, so ‘you have history on your side,’ money manager says (CNBC)
  3. Global Stocks Rally on Recovery Hopes and Vaccine News (Barron’s)
  4. Mike Tyson nears boxing return as another $20 million opportunity emerges (New Yoork Post)
  5. Classic Car Auctions Upended by Coronavirus (New York Times)
  6. Oil Gains on Optimism Market May Balance in Coming Weeks (Bloomberg)
  7. Six Flags’ stock surges after plan to reopen first theme park on June 5 (MarketWatch)
  8. What Hedge Funds Own – and What It Says About the Market (Barron’s)
  9. Stanley Ho, ‘King of Gambling’ Who Built Macau, Dies at 98 (Bloomberg)
  10. Square’s Co-Founder: A Recession Is a Great Time to Start a Company (Wall Street Journal)

Be in the know. 10 key reads for Memorial Day…

  1. James Bond’s Car Comes to Life With Oil-Slick Sprayer, but No Ejector Seat (New York Times)
  2. NYSE’s Floor to Reopen With Masks, Waivers and Handshake Ban Wall Street Journal)
  3. Cyclical Stocks Are Staging Comeback (Wall Street Journal)
  4. The Secret to Searing a Bistro-Quality Steak (Wall Street Journal)
  5. As Passengers Disappeared, Airlines Filled Planes With Cargo (New York Times)
  6. Global Oil Demand Has Yet to Peak, Energy Watchdog Predicts (Bloomberg)
  7. Germany’s Ifo Index rises above forecasts in May (MarketWatch)
  8. Covid-19 Patients Not Infectious After 11 Days: Singapore Study (Bloomberg)
  9. China warns audit plans will drive companies from US exchanges (Financial Times)
  10. ‘Never waste a crisis’: inside Saudi Arabia’s shopping spree (Financial Times)

 

Be in the know. 10 key reads for Sunday…

  1. Election-Year June: Candidate Clarity Boosts Performance (Almanac Trader)
  2. Disneyland to feature ‘modified’ experience for guests upon reopening amid pandemic (OAN)
  3. Triumph Celebrates James Bond With Special Edition Scrambler 1200 (Maxim)
  4. Southeastern: The Exceptional Opportunity in Small-Cap Value (Advisor Perspectives)
  5. Stocks Are Up But The Economy’s Down (NPR Planet Money)
  6. The Coronavirus Vaccine Is on Track to Be the Fastest Ever Developed (The New Yorker)
  7. Gut Microbes May Be Key to Solving Food Allergies (Scientific American)
  8. The Billionaire, an African Mine and a Spy Network (Bloomberg)
  9. The Sprint to Raise a $1.75 Billion Credit Fund During a ‘Maelstrom’ (InstitutionalInvestor)
  10. The top 9 shows on Netflix and other streaming services this week (BusinessInsider)

Be in the know. 25 key reads for Saturday…

  1. Fauci warns overextending coronavirus lockdowns could cause ‘irreparable damage’ (New York Post)
  2. Two Stocks Nelson Peltz May Be Buying Now (Barron’s)
  3. China stands by pledge to implement US trade deal despite tensions (New York Post)
  4. ‘My Head Is About to Explode’: Virus Jargon Is Schooling Traders (Bloomberg)
  5. Scientists Say That Yes, You Can Have Fun This Summer. Just Do It Outside (Bloomberg)
  6. Alibaba sees China retail volume growing near pre-pandemic level (MarketWatch)
  7. China’s Hard Line on Hong Kong Could Mean Big Changes for Investors (Barron’s)
  8. Lockdowns Are Costing Us. It’s Time to Be Smart. (Barron’s)
  9. Clorox and Netflix Shares Have Prospered in the Pandemic. But the Risk Is Rising. (Barron’s)
  10. Hospitals Are Rationing Remdesivir (Wall Street Journal)
  11. Nevada Aims to Reopen Casinos June 4 (Wall Street Journal)
  12. U.S. Rig Count Collapse Continues Despite Soaring Oil Prices (OilPrice)
  13. Cooped-up Americans race to book vacations in reopened states (Financial Times)
  14. The fall and rise of Pierre Andurand, oil’s comeback kid (Financial Times)
  15. Spain’s Soccer League to Resume June 8 After Halt for Virus (Bloomberg)
  16. Why Delisting Chinese Firms Has Gained Traction in Washington (Bloomberg)
  17. Why the U.S. Has Shunned Negative Interest Rates (Bloomberg)
  18. ‘Big Short’ investor Michael Burry added these 5 new stocks to his portfolio in the first quarter (Business Insider)
  19. Trump administration warms up to sending out more virus relief money (CNBC)
  20. NHL Players’ Association approves going forward with 24-team playoff talks (CNBC)
  21. Gilead’s remdesivir improves time to recovery for COVID-19 patients in peer-reviewed results, NIAID says (MarketWatch)
  22. Kevin Hart — Life Lessons from a Comedic Powerhouse (#435) (Tim Ferriss)
  23. Three things you can’t do in this world (The Reformed Broker)
  24. Bill Miller’s Takeaways From Recent Market Volatility (YouTube)
  25. Dazed and Confused (CompoundAdvisors)

Be in the know. 20 key reads for Friday…

  1. Disney Eyes Key Step To Reopen Florida Parks As Rival Gets OK (Investor’s Business Daily)
  2. Deere Crushed Earnings Estimates. Its Stock Is Flying. (Barron’s)
  3. Scoring tickets to NYC drive-in movies is now a competitive sport (New York Post)
  4. Americans use their stimulus checks to splurge at Walmart, Target and Best Buy (New York Post)
  5. Rise of S.U.V.s: Leaving Cars in Their Dust, With No Signs of Slowing (New York Times)
  6. U.S.-China tensions are flaring on a new front: the financial markets (CNBC)
  7. Why one strategist says these hard-hit stocks will rebound — even if there’s a second wave to the pandemic (MarketWatch)
  8. States reopen after coronavirus lockdowns: More beaches, casinos open ahead of Memorial Day holiday weekend (MarketWatch)
  9. Opinion: As the economy reopens, these three indicators will show the strength of the recovery (MarketWatch)
  10. A Few Big Stocks Are Driving Market Gains. That’s an Opportunity. (Barron’s)
  11. Western Digital Stock Has Fallen Far Enough. ‘Risks Are to the Upside.’ (Barron’s)
  12. Why one analyst thinks now is the time to buy cruise stocks (Yahoo! Finance)
  13. 10 Forces Driving the Stock Market Gains and the Economic Recovery (24/7 Wall Street)
  14. Elon Musk Is the Hero America Deserves (Bloomberg)
  15. China vows to push ahead with ‘phase one’ US trade deal amid renewed tensions (CNBC)
  16. BANK OF AMERICA: Stocks haven’t been this attractive relative to bonds in 70 years, suggesting further gains are coming (Business Insider)
  17. Fauci Calls Moderna’s Coronavirus Vaccine Candidate ‘Quite Promising’ (Benzinga)
  18. Royal Caribbean hopes to resume cruises as soon as August, but the CEO says only if it’s safe (CNBC)
  19. Michael Burry Could Profit on Selloff Bets (Yahoo! Finance)
  20. China promises more spending to help revive economy, won’t set growth target (MarketWatch)

Be in the know. 30 key reads for Thursday…

  1. All 50 States Have Now Taken Steps to Reopen (Wall Street Journal)
  2. Shopping Malls Are Reopening, but Visits Are Still Way Down (Barron’s)
  3. “Leave My Mom Out Of It”: Virtual Debate Between Caruso-Cabrera And AOC Turns Ugly (ZeroHedge)
  4. Coronavirus live updates: Italian PM says ‘worst is behind us;’ Elvis Presley’s Graceland to reopen (CNBC)
  5. Boeing Stock Will Rebound. Look Beyond Covid-19. (Barron’s)
  6. The Grace Potter “Falling or Flying” Stock Market (and Sentiment Results)… (ZeroHedge)
  7. Lowe’s Did What Home Depot Couldn’t (Barron’s)
  8. Oil prices extend climb toward highest level since March as demand and supply seen taking steps toward recovery (MarketWatch)
  9. This could be the next signal for the S&P 500 to climb past 3,000, says Standard Chartered (MarketWatch)
  10. Airline Stocks Rally as Carriers Plan June Restart and State Bailouts Ease Fears (Barron’s)
  11. Fed Minutes Outline Potential Next Steps to Fight Crisis (Barron’s)
  12. 5 Restaurant Stocks That Are Still Worth Buying (Barron’s)
  13. More Analysts See Oil Demand Exceeding Supply Later This Year. That’s a Bullish Sign for Oil. (Barron’s)
  14. Contact Tracing Takes a High-Tech Step Forward (Barron’s)
  15. The Dow Is Up — and the Number of Stocks In Up Trends Is Too (Barron’s)
  16. Can You Get Covid-19 Twice? (Wall Street Journal)
  17. TikTok parent company valued at over $110B (New York Post)
  18. Coronavirus Shut Down the ‘Experience Economy.’ Can It Come Back? (New York Times)
  19. China’s Xi Seeks to Portray Unity and Pivot to Economy Under Coronavirus Shadow (Wall Street Journal)
  20. When Will Big Concerts Finally Return After Covid? (Think 2021) (Wall Street Journal)
  21. Andrea Bocelli Wants to Get Back to Work (Wall Street Journal)
  22. U.S. Raises Ante in Vaccine Race With $1.2 Billion for Astra (Bloomberg)
  23. Trump Points Finger at China’s Xi, Escalating Fight Over Virus (Bloomberg)
  24. Disney and Universal to Begin Submitting Florida Reopening Plans (Bloomberg)
  25. Young Join the Rich Fleeing America’s Big Cities for Suburbs (Bloomberg)
  26. Starbucks U.S. same-store sales have recovered more than 60% from last year, summer menu announced (MarketWatch)
  27. 2.4 million more file for unemployment, but weekly number steadily decreasing (Fox Business)
  28. Why Texas Roadhouse Could Be A Big Post-Shutdown Winner (Yahoo! Finance)
  29. Trump admin. gives energy companies temporary breaks on royalty rates, rent (Fox Business)
  30. Why Magic Johnson, Mark Cuban Are Connecting Minority-Owned Businesses With Millions In PPP Loans (Benzinga)

Be in the know. 25 key reads for Wednesday…

  1. Target Stock Is Up After Earnings. Walmart Wasn’t a Tough Act to Follow After All. (Barron’s)
  2. Why states can’t go bankrupt (CNBC)
  3. Homebuilding stocks rise despite April slowdown — how to play the move (CNBC)
  4. Weekly mortgage applications point to a remarkable recovery in homebuying (CNBC)
  5. The Metropolitan Museum of Art plans to reopen in mid-August (New York Post)
  6. Thousands of sports fans who can’t gamble on their favorite teams are reportedly flocking to the stock market instead. (Business Insider)
  7. Chinese smartphone maker Xiaomi reports 13.6% rise in first-quarter revenue. (Business Insider)
  8. Lowe’s stock surges after profit, sales rise well above expectations (MarketWatch)
  9. ‘Main Street’ lending program will start at end of May, Fed officials say (MarketWatch)
  10. Here come the TALF funds (MarketWatch)
  11. For Home Builders, a Better Kind of Recession (Wall Street Journal)
  12. ‘The Joe Rogan Experience’ Launches Exclusive Partnership with Spotify (SPOT) (Street Insider)
  13. JetBlue, United Airlines take more steps to counter coronavirus spread (Street Insider)
  14. Northrop Grumman (NOC) Raises Quarterly Dividend 9.8% to $1.45; 1.8% Yield (Street Insider)
  15. 5 Dividend Aristocrat Stocks to Buy That Could Weather Another Brutal Sell-Off (24/7 Wall Street)
  16. Delta CEO to Bartiromo: No US airlines will go out of business thanks to Trump (Feox Business)
  17. Venetian Las Vegas reveals coronavirus safety measures, charity (Fox Business)
  18. U.S. bank regulator finalizes new community lending rule (Reuters)
  19. Is the U.S. on the Path to Recovery? 14 Charts to Watch. (Bloomberg)
  20. Return of Car Traffic Fuels Surge in Oil (Wall Street Journal)
  21. Did Angela Merkel Just Make a U-Turn in Her European Policy? (Bloomberg)
  22. Live Sports Will Return to TV in June, ViacomCBS Says (Barron’s)
  23. Value Stocks Look Cheaper Than Ever (Barron’s)
  24. President Trump Can Choose Which States Get Coronavirus Payback From FEMA (Wall Street Journal)
  25. At Least 30 Public Companies Say They Will Keep PPP Loans (Wall Street Journal)

Be in the know. 22 key reads for Tuesday…

  1. Value Managers Fight Back (Institutional Investor)
  2. Southwest says bookings outpace cancellations in May (Reuters)
  3. 4 Energy Stocks to Buy Now as Massive Oil Rally Continues (24/7 Wall Street)
  4. TikTok nabs Disney’s streaming boss to be its new CEO (CNBC)
  5. Some signs children may not transmit COVID-19, two UK epidemiologists say (Reuters)
  6. The U.S. Space Force Is Starting to Launch Rockets. These Stocks Should Benefit. (Barron’s)
  7. Regions Financial funds 37,000 PPP loans totaling $4.7B (TheFly)
  8. Walmart earnings soar as e-commerce sales jump, shoppers flock to stores (CNBC)
  9. Home Depot (HD) Misses Q1 EPS by 18c, Revenues Beat; Suspending FY20 Guidance, ‘Sales Were Strong at End of 1Q’ (StreetInsider)
  10. JPMorgan hands out $30 billion in loans to small businesses: memo (StreetInsider)
  11. U.S. housing starts drop more than expected (Reuters)
  12. Kohl’s online sales surge amid lockdown, reopens about half of its stores (StreetInsider)
  13. 47% of people will visit restaurants ‘as soon as they reopen:’ Piper Sandler (Yahoo! Finance)
  14. Covid Patients Testing Positive After Recovery Aren’t Infectious, Study Shows (Bloomberg)
  15. Loaded With Cash, Real Estate Buyers Wait for Sellers to Crack (Bloomberg)
  16. Kudlow to Bartiromo: Why Beijing won’t sell US debt despite coronavirus feud (FoxBusiness)
  17. 3 factors why this economic bounceback won’t mirror 2008: Commerce Secretary Wilbur Ross (FoxBusiness)
  18. Olive Garden parent plans to reopen more than 65% of dining rooms by end of May (CNBC)
  19. Liability protections are top GOP priority in next coronavirus bill, McCarthy says (CNBC)
  20. The Auto Market Is Improving Faster Than Expected (Barron’s)
  21. President Trump says he is taking hydroxychloroquine (Reuters)
  22. Fed Chair Powell’s Comments Spark Rally in Bank Stocks Barron’s)

Be in the know. 10 key reads for Monday…

  1. 21 Cheap Stocks With Above-Average Growth Prospects (Barron’s)
  2. Global Stocks Advance on Signs of Slowing Virus as Powell Interview Adds Cheer (Barron’s)
  3. Moderna Reports Positive Vaccine News (Barron’s)
  4. Fed’s Powell tells ‘60 Minutes’ he’s not out of ammunition to fight the recession (MarketWatch)
  5. Work-from-home productivity pickup has tech CEOs predicting many employees will never come back to the office (MarketWatch)
  6. Barron’s Picks And Pans: Cisco, Gilead, Netflix, Wayfair And More (Yahoo! Finance)
  7. Hertz appoints new CEO to lead car rental giant (Fox Business)
  8. Dwayne ‘The Rock’ Johnson ‘very proud’ of his daughter joining WWE New York Post)
  9. Dan Bilzerian Pushes Party Brand From a Social Distance (Bloomberg)
  10. Brent at one-month high, U.S. oil tops $31 as restrictions ease (Street Insider)