Tag: StockMarket

2020 Earnings Estimates: US down modestly, Europe UP

Data Source: Factset

S&P 500 Earnings:

This week, 2020 EPS estimates came down from 178.24 to 177.77.  While this is a drop of 26bps, the 2020 Earnings Growth rate stayed up at 9.6% due to a slight down-tick in 2019 estimated results.  Q4 2019 Estimates have dropped 10bps (from -1.4% to -1.5% since 12/20). Continue reading “2020 Earnings Estimates: US down modestly, Europe UP”

Be in the know. 10 key reads for Friday…

  1. Top 10 Tasks for Boeing’s New CEO (Wall Street Journal)
  2. China’s cabinet plans further action to boost manufacturers: state media (Reuters)
  3. The Power of Social Media in Predicting Stock Returns (Institutional Investor)
  4. Ten Strategists on What U.S.-Iran Escalation Means for Markets (Bloomberg)
  5. Why Battered Oilfield Services Stocks Could Be Big 2020 Winners (24/7 Wall Street)
  6. Why You Should Keep An Eye On These 5 Leading Health Care Stocks (Investor’s Business Daily)
  7. Macau casinos’ luck may change. Two stocks that could win (Barron’s)
  8. The U.S. killed an Iranian General—and the Riskiest Oil Stocks Are Flying (Barron’s)
  9. Boris Johnson’s chief adviser posted a bizarre advert calling for ‘super-talented weirdos’ to help run the UK government (Business Insider)
  10. U.S. shale producers to tap brakes in 2020 after years of rapid growth (Reuters)

Be in the know. 15 key reads for Thursday…

  1. China Moves to Steady Its Slowing Economic Growth (New York Times)
  2. The Earth, Wind & Fire “Shining Star” Stock Market (and Sentiment Results) (ZeroHedge)
  3. These 6 charts compare the US and China economies (CNBC)
  4. Irrational exuberance? Why last year’s stellar returns may have been a reversal of ‘excessive pessimism’ (MarketWatch)
  5. Goldman Sachs Was the Worst Dow Stock of 2018. It Was One of the Best in 2019. (Barron’s)
  6. FedEx Stock Ended 2019 With a Loss. One Director Bought Up Shares in December. (Barron’s)
  7. The highest-paid CEOs of 2019 (USA Today)
  8. The Dollar’s Losses May Just Be Getting Started (Bloomberg)
  9. Almost Everything Wall Street Expects in 2020 (Bloomberg)
  10. OPEC Output Falls as Gulf Nations Step Up Delivery of Oil Cuts (Bloomberg)
  11. This is what the Warren Buffett empire looks like, in one giant chart (MarketWatch)
  12. Treasury’s Mnuchin to head U.S. delegation to Davos conclave (Reuters)
  13. 7 Excellent Value Stocks to Buy for 2020 (Yahoo! Finance)
  14. Twilio CEO Lawson Tinkers Until Solving Customers’ Problems (Investor’s Business Daily)
  15. MAX Crashes Strengthen Resolve of Boeing to Automate Flight (Wall Street Journal)

The Earth, Wind & Fire “Shining Star” Stock Market (and Sentiment Results)

In 1975, Earth, Wind & Fire released their famous song entitled, “Shining Star.”  The salient lyrics – as they relate to the Stock Market in this week’s note are:

Continue reading “The Earth, Wind & Fire “Shining Star” Stock Market (and Sentiment Results)”

Be in the know. 15 key reads for New Year’s Day…

  1. Three Neglected Parts of the Stock Market That Could Win in 2020 (Barron’s)
  2. How investors see 2020 shaping up in US financial markets (Financial Times)
  3. Stock Market Caps Bullish Year With Modest Gains; Which Sectors Will Lead In 2020? (Investor’s Business Daily)
  4. Steve Cohen one of few bright spots in bad year for hedge funds (New York Post)
  5. Chill, It Might Not Be That Bad: The Optimist’s Guide to 2020 (Bloomberg)
  6. India Stocks Rise as Investors Bank on Economic Recovery in 2020 (Bloomberg)
  7. Oil Caps Strongest Year Since 2016 on OPEC Cuts, Trade Truce (Bloomberg)
  8. UK is set to exit the EU next month: Here are some important Brexit-related dates of 2020 (CNBC)
  9. Warren Buffett turned down a chance to buy Tiffany’s (Business Insider)
  10. 11 Top Merrill Lynch Stock Picks for 2020 (24/7 Wall Street)
  11. Here are the best and worst Dow and S&P 500 stocks of 2019 (MarketWatch)
  12. These are the 20 best-performing stocks of the past decade, and some of them will surprise you (MarketWatch)
  13. These 10 S&P 500 stocks were lousy in 2019, but they could return 40% or more in 2020 (MarketWatch)
  14. Dow, Exxon Mobil and IBM top the ‘Dogs of the Dow’ list as 2019 ends (MarketWatch)
  15. Oil analysts bet on modest price gains in 2020 as supply shrinks: Reuters poll (Yahoo! Finance)

Be in the know. 10 key reads for New Year’s Eve…

  1. William Blair Sees Biotech M&A Continuing in 2020; Issues Top 10 Predictions (Street Insider)
  2. Hedge Fund Tips – Episode 9 – VideoCast. Stock Market Commentary. (ZeroHedge)
  3. Is Nio a Serious Threat to Tesla in China? (24/7 Wall Street)
  4. US Home Price Gains Accelerate Again (But Not In San Francisco) (ZeroHedge)
  5. Dennis Gartman Says Goodbye With One Last Stock Market Warning (Barron’s)
  6. Warren Buffett on why companies cannot be moral arbiters (Financial Times)
  7. Soy Heads for Best Month Since 2016 on China Demand Optimism (Bloomberg)
  8. Apple Was the Dow’s Best Stock in 2019. Here’s What History Says Will Happen Next Year. (Barron’s)
  9. The Dogs of the Dow was a winning strategy for the decade (Barron’s)
  10. The Stock Market Is Ending the Year With a Strong December. Here’s What History Says Happens Next. (Barron’s)