- Banks Make $10B in Fees in Phase 1 of PPP (Fool)
- Big Banks Pull Ahead in U.S. Small-Business Aid After Stumbles (Bloomberg)
- Global Stocks Advance as Focus Returns to Reopenings (Barron’s)
- What Might Gilead’s Covid-19 Drug Cost — $10 or $4,500? (Barron’s)
- Drive-Throughs Are Now a Lifeline for Fast-Food Chains (New York Times)
- Carnival Plans to Sail Again in August, Maybe (New York Times)
- ‘Trolls’ streaming success to usher in more new movies at home (USA Today)
- Wall Street’s Elite Bond Club Is Cracking at the Worst Possible Time (Bloomberg)
- Cash on the Sidelines Could Limit Stocks’ Slide, Yardeni Says (Barron’s)
- Smaller Banks Doled Out Bulk of PPP Loans, Fed Data Show (Barron’s)
- NBCUniversal to Combine TV, Streaming Operations in Broad Restructuring (Wall Street Journal)
- Italy Starts Easing Lockdown, Rebooting Its Stricken Economy (Wall Street Journal)
- A Surprising Way to Stay Resilient (Wall Street Journal)
- Small Businesses Were at a Breaking Point. Small Banks Came to the Rescue. (Wall Street Journal)
- Test, trace, isolate: Governments need to do these three things before reopening economies, expert warns (CNBC)
- Israel Will Reopen Malls to Revive Economy as Virus Cases Drop (Bloomberg)
- TikTok is winning over millennials and Instagram stars as its popularity explodes (CNN)
- Tesla stock rise appears to qualify CEO Musk for $700 million payday (StreetInsider)
- 5 BofA Securities Yield Advantage Dividend Stocks for Worried Investors (24/7 Wall Street)
- Open for lunch: California counties with few coronavirus cases re-start their economies (Reuters)
Financials (top 30 weights) Earnings Estimates/Revisions
In the spreadsheet above I have tracked the earnings estimates for the Financials Sector ETF (XLF) top 30 weighted stocks. Continue reading “Financials (top 30 weights) Earnings Estimates/Revisions”
Healthcare (top 30 weights) Earnings Estimates/Revisions
In the spreadsheet above I have tracked the earnings estimates for the Healthcare Sector ETF (XLV) top 30 weighted stocks. Continue reading “Healthcare (top 30 weights) Earnings Estimates/Revisions”
Insider Buying in Ford Motor Company (F)
Where is money flowing today?
Quote of the day…
Be in the know. 15 key reads for Monday…
- Buffett’s Chance for a Blockbuster Deal Faded When Fed Stepped In (Bloomberg)
- The subtle tone shift from Warren Buffett every investor must note: Morning Brief (Yahoo! Finance)
- Global Stocks Slump on U.S.-China Trade Tensions (Barron’s)
- Buffett Was Cautious in the First Quarter (Barron’s)
- Warren Buffett’s Optimistic? Pessimistic? No, Realistic (New York Times)
- Warren Buffett tells investors to ‘Bet on America,’ buying stocks for long-term gain (USA Today)
- President Says More Help Likely for Out-of-Work Americans (Bloomberg)
- Buffett on coronavirus, airlines and more: Watch the 5 best moments from the Berkshire meeting (CNBC)
- Here are Warren Buffett’s 25 best quotes from Berkshire Hathaway’s annual meeting, where he discussed airlines, coronavirus, and bailouts (Business Insider)
- ‘Billions’ Creator Shares Story On How The Show Saved His Career (Benzinga)
- Trump says it was right to close US, but it’s time to reopen for economy’s sake (Fox Business)
- Liberty Global and Telefónica in advanced talks to create £28 billion U.K. (MarketWatch)
- Owl Rock Looks to Raise $1.5 Billion for Opportunistic Debt Fund (Bloomberg)
- How Big Data Is Attacking the Coronavirus (Wall Street Journal)
- Brazil Doubles Down on Reform (Wall Street Journal)
Be in the know. 20 key reads for Sunday…
- Coronavirus Prompts Biggest U.S. Manufacturing Pullback Since Last Recession (Wall Street Journal)
- What Would You Risk for a Faster Cure? (Wall Street Journal)
- Investors Bet Oil Crash Will Weaken Middle East Currency Pegs (Wall Street Journal)
- Rising Natural Gas Prices Are a Hot Bet (Wall Street Journal)
- Sicily Wants To Lure Tourists By Helping Pay For Flights And Hotels Post-Lockdown (Forbes)
- Bill Ackman: Getting Back Up [The Knowledge Project Ep. #82] (Farnam Street)
- Hedge Fund and Insider Trading News: Ray Dalio, Bill Ackman, Citadel LLC, Tudor Investment Corporation, Unity Bancorp, Inc. (UNTY), Guardant Health Inc (GH), and More (Insider Monkey)
- The ‘Armortruck’ SUV Is An Apocalypse-Ready Supertruck (Maxim)
- 7 Warren Buffett Stocks With 60% Upside (U.S. News and World Report)
- Donald Trumpâs Best Friend, Billionaire Casino Mogul Phil Ruffin, Sees A Hidden Jackpot In The Pandemic ()
- Goldman Sachs Has Its Top Oil Stocks to Buy Ahead of a Second-Half Recovery (24/7 Wall Street)
- A Strategy for Reopening New York Cityâs Economy (Manhattan Institute)
- The Double Life of Damian Lewis (GQ)
- UFC President Dana White’s quarantine routine includes Trump calls, family time (Fox Business)
- OPEC Production Cuts Start Today (Futures Mag)
- Warren Buffett built up cash and bought only small amounts of stock during the market rout (CNBC)
- Tim Cook On Warren Buffett: ‘I Don’t Think There’s A Better Teacher’ (Benzinga)
- Why BJâs, Ulta Stock Are Retail Buys Right Now (MarketWatch)
- Berkshire Hathaway First Quarter Earnings (Berkshire Hathaway)
- Carl Icahn, whoâs made a large bulk of his fortune in energy, has a new play in the industry (CNBC)
Be in the know. 30 key reads for Saturday…
- When Buffett Was a Quant (Verdad)
- Buffett: Why Smart People Do Dumb Things (Novel Investor)
- Small caps had best month in nearly a decade and if history is a guide it may signal a broader market rally, analysts say (MarketWatch)
- Volatility Provides Greater Value Opportunities (Miller Value)
- Performance After 10% Up Months (Quantifiable Edges)
- Michael Lewis on the Crafts of Writing, Friendship, Coaching, Happiness, and More (#427) (The Tim Ferriss Show)
- The Billion Dollar Hedge Fund Club: Who’s Up, Who’s Down (Institutional Investor)
- Apollo Pivots Buyout Fund ‘Almost Entirely’ Into Distressed Mode (Institutional Investor)
- 10 Questions That Should Be Asked at Berkshire’s Annual Meeting (Morningstar)
- Gilead gets emergency FDA authorization for remdesivir to treat coronavirus, Trump says (CNBC)
- The Economic Recovery Rests on Getting Consumers to Spend. It Won’t Be Easy. (Barron’s)
- Stocks to Buy Now, According to Energy Roundtable Panelists (Barron’s)
- Retail Brands That Could Thrive Postpandemic (Barron’s)
- Big Tech’s Big Week: 5 Earnings Takeaways (Barron’s)
- The Non-Bailout: How the Fed Saved Boeing Without Paying a Dime (Bloomberg)
- Buffett Stays on Sidelines With Cash Rising to $137 Billion (Bloomberg)
- Insiders at Olive Garden’s Parent Bought Up Stock (Barron’s)
- 10 High-Yielding Energy Bonds Are Worth a Look (Barron’s)
- Inflation Insurance Is Cheap. Now May Be a Good Time to Buy. (Barron’s)
- Fortune Favors the Brave, Especially Now (Barron’s)
- Billionaire Malone Finds Love Match for Virgin Media (Bloomberg)
- Berkshire Hathaway Reports $49.7 Billion Quarterly Loss (Wall Street Journal)
- Remdesivir Affirms the American Way (Wall Street Journal)
- Wall Street’s Math Whizzes Face a Testing Time (Bloomberg)
- Covid Exit Won’t Just Depend on Finding Vaccine, but Making Billions of Doses (Bloomberg)
- Saudi Outlook Cut to Negative at Moody’s as Reserves Tumble (Bloomberg)
- Under Quarantine, Vintage Soloflexes Are Getting a Workout (Bloomberg)
- Goldman tells oil bulls to be patient, expects 3-stage oil rally after ‘violent rebalancing’ (Business Insider)
- Walmart expanding Express Delivery to 1K stores (USA Today)
- Macy’s to reopen 68 stores Monday with plan to open fully by June (USA Today)