Tag: Estimates

Be in the know. 10 key reads for Wednesday…

  1. Chesapeake Energy’s stock bounces off 26-year low after production update (MarketWatch)
  2. For Fed’s Policy Meeting, Balance-Sheet Plans Take Focus (Barron’s)
  3. How to Profit From Stock Buybacks (Barron’s)
  4. 4 Big Dividend Oil Stocks to Buy Now With Crude Down Almost 20% in January (24/7 Wall Street)
  5. House Democrats call for $760 billion in infrastructure spending over five years (Reuters)
  6. Johnson & Johnson starts developing vaccine for coronavirus (Yahoo! Finance)
  7. USMCA to create 600,000 jobs, US Energy Secretary tells FOX Business (Fox Business)
  8. Red Flags in Alluring Private Equity Track Records (Institutional Investor)
  9. More affordable iPhone 11 is unlikely star of Apple earnings (Financial Times)
  10. Boeing Just Reported a Massive Loss. Why Its Stock Is Gaining. (Barron’s)

Energy Estimates Up Again This Week

Data Source: Factset

Quick notes on earnings this week.  Th most notable change is that 2020 estimates for the Energy Sector went up again this week jumping from 21.4% earnings growth to 25.5% in the past few weeks.

Earnings:

The S&P 500 remains strong at 9.5% EPS growth ($177.41).

Guidance:

The percent of companies issuing negative EPS guidance so far is 58% (7 out of 12). This is below the 5-year average of 70%.

Be in the know. 12 key reads for Friday…

  1. Tiger Cubs, the Next Generation: Meet Chase Coleman’s Proteges (Bloomberg)
  2. 3 Pieces to the 2020 Earnings Puzzle (and Sentiment Results) (Zero Hedge)
  3. Adding a Chronograph Makes This Already-Great Watch Even Better (Bloomberg)
  4. Exclusive: U.S. pushing India to buy $5-6 billion more farm goods to seal trade deal – sources (Reuters)
  5. European stocks climb as economic data fuels growth hopes (Reuters)
  6. 3 Oil and Gas Equipment Stocks in Possible New Uptrend (Investopedia)
  7. Legendary investor Bill Miller scored 120% returns though he did ‘nothing’ in the last months of 2019 (Business Insider)
  8. Trump is studying ‘numerous’ middle-class tax cut plans ahead of election, White House says (Business Insider)
  9. If You Missed Out on Tesla, Consider This Chinese Car Maker (Barron’s)
  10. Vietnam’s Economy Is Booming. Just Don’t Expect to Find Its Stocks In Your Emerging Markets Fund. (Barron’s)
  11. Help! I’m Trapped Inside TikTok and I Can’t Get Out (Wall Street Journal)
  12. Activist Investors and the Art of the Deal (Wall Street Journal)