During earnings season I try to cover 1-2 stocks that we have discussed in our podcast|videocast and/or hold in client portfolios/personally/beneficially.
PayPal
PayPal beat on the bottom line and raised guidance. Revenue miss was due to intentionally discontinuing Braintree revenue that was either low margin or no margin business.
This WSJ article by Telis Demos summarizes why the stock was red after reporting earnings and why it might see a lot of green in the future:
On Tuesday morning PayPal reported earnings. Here were the key points:
VF Corp
One year ago I was on the Claman Countdown (Fox Business) talking about the turnaround that would come at VF Corp. It is now coming to fruition with a long exciting runway ahead:
Bracken Darrell joined Jim Cramer on CNBC following the earnings call and investor day yesterday. Here’s what he had to say:
VF Corp reported on Monday evening and beat on the top and bottom line:
VF Corp Investor Day
General Market:
The CNN “Fear and Greed” dropped from 63 last week to 58 this week. You can learn how this indicator is calculated and how it works here: (Video Explanation)
The NAAIM (National Association of Active Investment Managers Index) (Video Explanation) dropped to 79.13% this week from 81.86% equity exposure last week.
Our podcast|videocast will be out tonight. We have a lot of great data to cover this week. Each week, we have a segment called “Ask Me Anything (AMA)” where we answer questions sent in by our audience. If you have a question for this week’s episode, please send it in at the contact form here.
*Opinion, Not Advice. See Terms
