Saturday, January 15, 2022

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)
  • 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.

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