Stocks To Watch -- Only The Current Quarter

June 11, 20222: next week, stocks to watch - now requires a subscription. I will no longer follow.

June 4, 2022: next week, stocks to watch --

• Apple's WWDC
• economic data to be reported:
• headline inflation:
• forecast, 8.2% y/y for May
• forecast, 8.3% y/y for April
• some see core CPI trickling down to 5.9% from 6.2 (after backing our energy, food)
• reporting earnings next week: Campbell Soup, DocuSign
• investor events: AMD, AAPL
• FB disappears; replaced by META
• dividend watch: Credit Suisse notes: IBM, CVX, KO, EMR, SWK, NEE, CL, SYY, MCD and CAT.

May 28, 2022: next week, stocks to watch --

• last chance to buy Amazon before the 20 -1 stock split becomes effective June 6, 2022

May 21, 2022:  next week, stocks to watch --

• Nvidia, Snowflake, Costo.
  

May 14, 2022: next week, stocks to watch --

• Walmart, Target, Home Depot, Lowe's, Deere,
• Hyundai: to announce a $7 billion EV plant near Savannah, GA

May 7, 2022: next week, stocks to watch -- 

• earnings: DIS; RIDE (Lordstown Motors); OXY; Peloton; Wendy's; Honda;
• major auto summit, attendees, speakers: Tesla.
• Rivian: will roll past the IPO lockup period for early investors.

April 30, 2022: next week, stocks to watch --

• earnings: WMB; MPC; AMD; SBUX; MDRN; UBER; COP; LCID; DASH; ENB
• IPOs: Bausch + Lomb (BLCO); 
• projected dividend increases: FANG (from 60 cents to 70 cents); Devon (from $1.00 to $1.15); Baxter (from 28 cents to 32 cents.
  

April 23, 2022: next week, stocks to watch --

• Apple, Amazon, Microsoft, Alphabet (Google), Meta (Facebook), and Intel
• Thursday: AAPL earnings
• Friday: earnings -- XOM, CVX, PSX
• Fed rate hysteria sinks the markets
• predicted:
• 50 bp-increases at next three meetings;
• 25 bp-increases until final rate of 3.50% in May, 2023
• dividend increases being forecast:
• AAPL: 24 cent from 22 cents (yawn)
• MRO: 8 cents from 7 cents (yawn)
• XOM: 92 cents from 88 cents (okay, a big better, perhaps, but not much)
• why the recent transportation service issues? UNP says "congestion on tracks was hurting its ablity to meet shipping demand.
• Boeing earnings preview: EPS with a loss of 21 cents/share; revenue of $16.16 billion; lots of headwinds; but some bright spots: commercial deliveries rose 24% and defense shipments were up 5%.
• Apple: analysts still confused; look at all the possible partners analysts have suggested:
• Porsche; Tesla; Volkswagen; Hyundai; XPeng; Nio; Magna International; Stellantis; Foxconn; Nissan; Toyota; and .... drum roll ... more.

April 16, 2022: next week, stocks to watch --

• earnings this week, of interest: JNJ, UAL, T, Netflix (NFLX)
• Netflix earnings;
• T: the aftermath;
  
• projected dividend increases:
• SLB: from 12.5 cents to 21 cents;
• KMI: from 27 cents to 28.5 cents;
• JNJ: from $1.06 to $1.11
  

April 9, 2022: next week, stocks to watch -- 

• next week marks the beginning of 1Q22 earnings season;
• starting with the big banks: JPM, Goldman Sachs, Wells Fargo.
• Delta reports
• inflation likely to be reeported as worse;
• Enerplus -- ERF -- will hold a webcast for investors on the Bakken on April 12
• how did ATT (T) not get mentioned!

April 2, 2022: next week, stocks to watch -- Greenbrier (GBX); but there's really nothing that catches my eye.