Tag: StockMarket

Be in the know. 15 key reads for Wednesday…

  1. A Dozen Stocks That Will Make Both Growth and Value Investors Happy (Barron’s)
  2. 7 Value Stocks With Morningstar ‘Buy’ Ratings (Yahoo! Finance)
  3. Bank of America Beat Earnings Forecasts. Why Its Stock Is Dropping. (Barron’s)
  4. Goldman Sachs’s Third-Quarter Profit Nearly Doubles (Wall Street Journal)
  5. Exxon’s Dividend Is Still a Concern. Goldman Sachs Upgraded It Anyway. (Barron’s)
  6. Wells Fargo Profit Slumps on Severance, Remediation Charges, Revenue Beats (Bloomberg)
  7. Wells Fargo returns to profit after painful second quarter (Financial Times)
  8. A Wall Street chief strategist says US lawmakers need a deal on fiscal aid – even a small one will help save consumer spending. (Business Insider)
  9. Failure to provide more fiscal stimulus is a ‘significant mistake’ that could cause more businesses to fail, Moody’s chief economist says. (Business Insider)
  10. Warren Buffett’s Berkshire Hathaway is in talks to partner with Mitsui, the Japanese trading group’s CEO says (Business Insider)
  11. Should Fiscal Policy Get More Chinese? (Wall Street Journal)
  12. Hedge fund short sellers target pandemic winners (Financial Times)
  13. Derivatives trading surges for big US tech companies (Financial Times)
  14. Study of Eli Lilly Covid-19 Drug Paused Due to Safety Concern (Wall Street Journal)
  15. Regeneron’s Coronavirus October Surprise (Wall Street Journal)

Be in the know. 25 key reads for Tuesday…

  1. Dimon Signals The All Clear: JPMorgan Earnings Smash Expectations As Loss Provisions Plummet 94% (ZeroHedge)
  2. Exxon Mobil upgraded to Neutral from Sell at Goldman Sachs (TheFly)
  3. Citi Posts Biggest Quarterly Profit of Pandemic (Bloomberg)
  4. Day-Trader Options Action Is Spotted Yet Again in Nasdaq Surge (Bloomberg)
  5. Desperate Americans hit by pandemic beg Congress, Trump to pass economic relief bill (Reuters)
  6. U.S. small business confidence at highest since February (Reuters)
  7. China’s imports, exports surge as global economy reopens (Reuters)
  8. Johnson & Johnson Covid-19 vaccine study paused due to illness: report (FoxBusiness)
  9. “Nancy Pelosi take this deal!” Andrew Yang, a former Democratic presidential candidate, tweeted on Saturday. “Put politics aside people are hurting.” (FoxBusiness)
  10. Why You Didn’t Notice a Japanese Stock Index Beating the Nasdaq This Year (Wall Street Journal)
  11. JPM: Credit costs of $611 million included $569 million of net reserve releases (Street Insider)
  12. Ford and General Electric are headed back to the double digits, Jim Cramer says (CNBC)
  13. JPMorgan’s Earnings Were Better Than Expected. Here’s How the Bank Did. (Barron’s)
  14. A New Roaring ‘20s Is Coming for Industrial Stocks (Barron’s)
  15. The American Dream: Bringing Factories Back to the U.S. (Barron’s)
  16. Lotus Goes Electric With a US$2.1 Million Hypercar (Barron’s)
  17. Oil bounces after sharp jump in Chinese imports (MarketWatch)
  18. JPMorgan beats analysts’ profit estimates as the bank sets aside less for loan losses (CNBC)
  19. Disney Elevates Streaming Business in Major Reorganization (Wall Street Journal)
  20. BofA Survey Shows Investors Braced for Contested U.S. Election (Bloomberg)
  21. Natural Gas Surges as Traders Brace for Cold Winter (Wall Street Journal)
  22. Key U.S. Inflation Gauge Rises at Slowest Pace in Four Months (Bloomberg)
  23. Warren Buffett once used LeBron James to explain the risk of diversification, and compared his return to Cleveland to new Coke’s demise (BusinessInsider)
  24. Top Analyst Raises Price Targets on 4 High Dividend-Paying Bank Stocks (24/7 Wall Street)
  25. Citi Posts Biggest Quarterly Profit of Pandemic. Loan provisions return to normal after surging in first half. (Bloomberg)

Be in the know. 20 key reads for Monday…

  1. This Quarter Will Test Bank Stocks. Here’s How to Find Good Buys in the Sector. (Barron’s)
  2. Opinion: Get ready for a good earnings season for big U.S. banks (MarketWatch)
  3. Is The Next “October Surprise” An Unexpected Moment Of Clarity? (ZeroHedge)
  4. If You’re So Smart, Why Aren’t You Rich? (Bloomberg)
  5. Banks Have a Chance to Come Up for Air (Wall Street Journal)
  6. JPMorgan Upgrades Rocket Cos Inc. (RKT) to Overweight; ‘Bringing Scale and Efficiency to Massive and Fragmented Market’ (Street Insider)
  7. BofA Securities Upgrades Franklin Resources (BEN) Two-Notches to Buy on LM Deal, Strong Balance Sheet (Street Insider)
  8. Gilead’s remdesivir shaved five days off COVID-19 recovery time, reduced risk of death in some (Street Insider)
  9. Goa Game Changer: Indian State’s Health Authority Approves & Distributes Ivermectin & Doxycycline to Treat COVID-19 as Prophylaxis (TrialSiteNews)
  10. Danbury, Connecticut officially naming sewage plant after John Oliver (Fox Business)
  11. Earnings Season Is About to Start. It Could Be Better Than You Think. (Barron’s)
  12. How to Fix Industrial Stocks’ Underperformance, With One Simple Move (Barron’s)
  13. Investors Are Betting Corporate Earnings Have Turned a Corner (Wall Street Journal)
  14. Inhaled Vaccines Aim to Fight Coronavirus at Its Point of Attack (Bloomberg)
  15. The Fed Still Has a Powder Keg at Its Disposal (Bloomberg)
  16. Chinese shoppers spend big during the Golden Week holidays (CNBC)
  17. Berkshire Hathaway Vice Chair’s Foundation Sells Stock (Barron’s)
  18. Warren Buffett phoned Treasury Secretary Hank Paulson with a stimulus idea when the 2008 financial crisis erupted. It may have saved the US economy (Business Insider)
  19. UBS lays out 3 reasons why the stock market will continue to rise – and breaks down how investors should position their portfolios for the next leg of the rally (Business Insider)
  20. A chief investment strategist explains why making short-term bets ahead of the election is a risky strategy Business Insider)

Industrials (top 30 weights) Earnings Estimates/Revisions

In the spreadsheet above I have tracked the 2020 and 2021 earnings estimates for the Industrials Sector ETF (XLI) top 30 weighted stocks. The column under the date 10/11/2020 has a letter that represents the movement in 2020 earnings estimates since the most recent print (8/11/2020). Continue reading “Industrials (top 30 weights) Earnings Estimates/Revisions”