Notes From All Over -- The Whisper Number Edition -- July 30, 2021

Whisper numbers, link here. Below, 2Q21: ticker, whisper, consensus:

• ENB: 51 cents; 44 cents;
• CVX: $1.50, $1.54;
• XOM: $1.11; $1.02;
• ROKU: 31 cents; 13 cents;
• DIS: 91 cents; 56 cents;

Earnings.

• CVX:
• IBD. link here.
• buybacks;
• Javier Blas;
• XOM:
• margins completely off the chart; link here.
• IBD. link here.
• no buybacks;
• OVV:
• transcript; Bakken update;
• increases dividend to 14 cents;

Covid - Japan:

• cases: surging; 
• not seeing the rise in deaths (yet):
• report; can Tokyo "hold"?
  

Covid - Louisiana:

• Fourth wave looks the worse to date;
• not seeing the deaths (yet);

Covid, USA vaccinations, link here:

• delivered: 399,090,105
• administered: 344,928,514
• at least one dose: 190,509,183
• fully vaccinated: 164,184,080