Tag: StockMarket

Be in the know. 8 key reads for Tuesday…

  1. 5 reasons coronavirus fears are overblown — and 14 stocks to buy now – (MarketWatch)
  2. U.S. Drugmakers Ship Therapies to China, Seeking to Treat Coronavirus (Wall Street Journal)
  3. Yahoo! Finance TV Appearance on Monday (Video) (Hedge Fund Tips)
  4. The S&P 500 Just Broke a Streak of Not Moving 1%. Here’s What History Says Happens Next. (Barron’s)
  5. The Coronavirus Slammed Stocks. How the Fed and Beijing Can Help the Economy. (Barron’s)
  6. Investors Poured Billions Into This Strategy. It’s Not Panning Out. (Institutional Investor)
  7. Lockheed Martin beats estimates, raises sales forecast on higher F-35 deliveries (Reuters)
  8. Ultrafast Trading Costs Stock Investors Nearly $5 Billion a Year, Study Says (Wall Street Journal)

Be in the know. 10 key reads for Saturday…

  1. How the stock market has performed during past viral outbreaks, as epidemic locks down 16 Chinese cities (MarketWatch)
  2. Sam Zell — Strategies for High-Stakes Investing, Dealmaking, and Grave Dancing (#407) (Tim Ferriss)
  3. Sports Gambling Will Be Huge. Buy These Stocks. (Barron’s)
  4. Stocks Catch a Cold After Fed Stops Expanding Its Balance Sheet (Barron’s)
  5. Porsche’s first Super Bowl ad since 1997 features car chase with its all-electric Taycan (CNBC)
  6. EIA expects U.S. net natural gas exports to almost double by 2021 (EIA)
  7. Life is Short (safalniveshak)
  8. Seth Klarman passionately defends value investing and said its time is coming again soon (CNBC)
  9. You Can Buy Into These Sports Teams. But the Valuations Are Lofty. (Barron’s)
  10. Opinion: Here’s what the Super Bowl ‘Predictor’ sees for stocks in 2020, depending on whether the 49ers or the Chiefs win (MarketWatch)

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%.