Be in the know. 10 key reads for Wednesday…

  1. Piper remains buyer of Regeneron into rally after good news ‘trifecta’ (TheFly)
  2. Saudis to Press OPEC Members for Production Cuts Ahead of Aramco IPO (Wall Street Journal)
  3. France Is Europe’s New Economic Growth Engine (Bloomberg)
  4. Presidential Cycle Stars Align for Stocks in 2020 (Almanac Trader)
  5. SEC gives America Inc a helping hand (Reuters)
  6. The $5.7 billion American Dream mall has theme parks, indoor skiing and secret gardens (New York Post)
  7. The World Has Gone Mad and the System Is Broken (Ray Dalio)
  8. Raymond James 4 Analyst Favorite Health Care Picks (24/7 Wall Street)
  9. Germany posted a surprise rebound in manufacturing — the ‘deep recession in German industry may be bottoming out’ (Business Insider)
  10. Aston Martin’s Make-Or-Break $189,900 SUV Gamble Starts in China (Bloomberg)

DOW + (8 S&P 500 top weights) Earnings Estimates/Revisions

In the spreadsheet above I have tracked the earnings estimates for the DOW 30 PLUS 8 of the S&P 500 top 30 weights [that are not either included in the DOW 30 or in the top 30 weights of the Nasdaq]. The 8 companies are at the bottom of the spreadsheet under the heading “EXTRA”. The purpose of this is so we have up to date EPS earnings/revisions for the top 30 weighted stocks in the DOW, S&P500, Russell 2000, and Nasdaq. Continue reading “DOW + (8 S&P 500 top weights) Earnings Estimates/Revisions”

Be in the know. 10 key reads for Tuesday…

  1. Regeneron Earnings Crush Views; Biotech Plans $1 Billion Buyback.  Revenues up 23% yoy, EPS up 13% yoy: (Investor’s Business Daily)
  2. Xi Jinping Vows Commitment to Global Trading Order as U.S. Deal Nears (Bloomberg)
  3. Top Morgan Stanley fund manager sees stocks rallying another 5% before 2020 (CNBC)
  4. Billionaire Leon Cooperman warns Elizabeth Warren is ‘taking the country down a very wrong path’ (Business Insider)
  5. Milton Friedman Got Another Big Idea Right (Bloomberg)
  6. Wall Street Gets 3-Year Reprieve From SEC on MiFID Compliance (Bloomberg)
  7. Fed is open to changing its plan to calm repo markets if necessary, top staffer says (MarketWatch)
  8. Kraft Heinz Starts to Pick Up the Pieces (Wall Street Journal)
  9. Alibaba Plans to Spend More in 2020. Wall Street Is Cheering. (Barron’s)
  10. Natural Gas Soars on Cold-Weather Forecasts (Wall Street Journal)