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Monday, August 1, 2022

Investors Only -- August 1, 2022

Earning schedule:

Earnings wrap for August 1, 2022, link here. Of those that interest me, ticker, actual vs expected:

  • DVN: $2.59 vs $2.38; earnings growth: 332%
  • FANG: $7.07 vs $6.66; earnings growth: 195%
  • VNOM: 43 cents vs 43 cents; earnings growth: 378%
  • WMB: 40 cents vs 37 cents; earnings growth: 48% (whoo-hoo)
  • OTTR: $2.05 vs $1.27; earnings growth: 103%: (wow)

Dividend wrap for August 1, 2022:

  • NOG declares a quarterly dividend of 25 cents; a 32% increase over prior quarter
  • at an annual $1.00 per share, and trading at $30, that's $1/$30 = about 3.3%

The Apple page, link here, exactly how it's done:

Intel: to introduce Wi-Fi 7 in 2024; probably not available to average consumer until 2025; link here.

  • Wi-Fi 7 is the successor to Wi-Fi 6E
  • meanwhile, Apple is likely to release Wi-Fi 6E in the iPhone 14 to be release later this year
  • I may be reading it wrong, but it sounds like Apple will have Wi-Fi 7 at same time as Intel, as well as Qualcomm, Broadcom, and MediaTek
  • in other words, this Intel announcement is just another Pat Gelsinger press release

The Mercedes page, link here: thee EQE electric sedan is as profitable as the E-Class --

  • has only just started selling the sedan and apparently it's already as profitable, if not more, than the curent E-Class
  • cost, in Germany to the buyer:
  • E-Class: under $50,000
  • EQE: starts at $70,000
  • the "hotter" EQE 43 AMG: over $100,000
  • E still stands for "elite"
  • Mercedes will build four battery plans in Europe and one in the US
  • it will also build the EV SUV in the US

Sempra, per Morgan Stanley:

  • Texas heat positioning Sempra very, very well;
  • Sempra owns 80% stake in the state's largest utility, Oncor Electric
  • some readers tell me that Texas heat is resulting in $5,000 / MWh at peak peeriods (whoo-hoo)
  • MS sees a potential for SRE to have a ten-cent beat
  • the best thing SRE ever did was diversify out of California
  • second best thing: partner with Mexico 

Streaming: link here. Streaming wars.

  • Warner Bros. Discovery begins house-cleaning this month, August, 2022
  • already CNN+ was scuttled just after one month of operation
  • expect big layoffs at CNN
  • TBS "Full Frontal with Samantha Bee" has just been canceled
  • big changes could also come to HBO Max streaming service
  • one possibility: HBO Max being folded into a combined entity along with Discovery+.

Streaming: link here. Streaming wars.

Personal note:

  • Hulu seems to be a real winner
  • even Roku may be seeing its end not too far in front of its headlights

Disclaimer: this is not an investment site.  Do not make any investment, financial, job, career, travel, or relationship decisions based on what you read here or think you may have read here. Full disclaimer at tabbed link.

All my posts are done quickly: there will be content and typographical errors. If anything on any of my posts is important to you, go to the source. If/when I find typographical / content errors, I will correct them.

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