- ConocoPhillips Buys ‘Prime’ Permian Assets Amid Royal Dutch Shell Climate Shift (IBD)
- JPMorgan says buy that S&P 500 dip, but you might want to look at this chart first (MarketWatch)
- Federal Reserve Meeting’s S&P 500 Impact Hinges On One Thing — Not The Taper (IBD)
- Uber Could Be Profitable in the Third Quarter. The Stock Rides Higher. (Barron’s)
- J&J Says Its Booster Shot Works, but Emphasizes First Doses (Barron’s)
- Inflation Serious Challenge but Will Fade Over Time: OECD (Barron’s)
- How Caterpillar and 4 More Industrial Stocks Could Gain From Evergrande’s Credit Troubles (Barron’s)
- Hong Kong Tycoons, Casino Giants Find Respite in Stock Rebound (Bloomberg)
- Wall Street’s Message on Evergrande: China Has It Under Control (Bloomberg)
- The Energy Report 09/21/2021 (Phil Flynn)
- Blue Chip Defense Leader Among 4 Top Stocks With Dividend Hikes Expected This Week (24/7 Wall Street)
- Homebuilding rebounds in August (Fox Business)
- Dalio Says Evergrande Crisis ‘Manageable’ Even as Investors Hurt (Bloomberg)
- JPMorgan’s market guru says the Evergrande crisis is a chance to buy the dip in US stocks — and predicts the S&P 500 will surge 8% by year-end (Business Insider)
- Silicon Valley’s quest to live forever could benefit humanity as a whole — here’s why (CNBC)
Hedge Fund Trade Tip (PIN) – Position Idea Notification
Where is money flowing today?
Be in the know. 10 key reads for Monday…
- Evergrande contagion threat hits global markets (Financial Times)
- How Beijing’s Debt Clampdown Shook the Foundation of a Real-Estate Colossus (Wall Street Journal)
- Warren Buffett’s Grandnephew Is Beating Berkshire Hathaway (Barron’s)
- Evergrande Contagion Fears Test Xi’s Resolve (Bloomberg)
- Evergrande: predictability of defaults reduces contagion risk (Financial Times)
- Big tech companies snap up smaller rivals at record pace (Financial Times)
- 5 Top Goldman Sachs Conviction List Stocks to Buy Pay Big, Safe Dividends (24/7wallst)
- Netflix Breaks Through at the Emmys on Night Streaming Dominates (Bloomberg)
- FedEx Earnings Are Coming. They’ll Be a Big Deal. (Barron’s)
- How the Energy Market Is Changing. Oil’s Oracle, Daniel Yergin, Describes the New Dynamics. (Barron’s)
Quote of the day…
Be in the know. 10 key reads for Sunday…
- S&P 500 down 25 of 31 during week after September quarterly options expiration, average loss 0.94% (Almanac Trader)
- China Defends Tech Crackdown in Meeting With Wall Street Chiefs (Bloomberg)
- Would-Be NFT Millionaires Throw a Dart and Usually Hit a Dud (Bloomberg)
- 10 Healthcare Stocks to Buy According to Mario Gabelli (Insider Monkey)
- Shanghai encourages ‘duty-free economy’ as part of consumer push (Reuters)
- Iran Says it May Hold Nuclear Talks at UN Summit in New York (Bloomberg)
- Earnings Alarm Bells Ringing for Market Showing Signs of Fatigue (Bloomberg)
- Bond Edition Defender V8 Ready for Duty on Her Majesty’s Secret Service (Road & Track)
- Junk-Debt Sales Soar Toward Record Year (Wall Street Journal)
- Natural-Gas Prices Surge, and Winter Is Still Months Away (Wall Street Journal)
Defense & Aerospace Earnings Estimates/Revisions
In the spreadsheet above I have tracked the 2021 and 2022 earnings estimates for the top 30 weights of the Defense & Aerospace ETF (ITA).
Continue reading “Defense & Aerospace Earnings Estimates/Revisions”
Quote of the day…
Be in the know. 20 key reads for Saturday…
- Correction Worries Are Overblown. Here’s Why. (Barron’s)
- Chinese E-Commerce Giant Alibaba Held Its Annual Meeting Friday. The Stock Is Up. (Barron’s)
- Pills to Battle Covid Are Coming. These Companies Stand to Gain. (Barron’s)
- Demand for Natural Gas Will Keep Prices High. What to Know. (Barron’s)
- 7 Wide-Moat Stocks in Healthcare to Buy (Morningstar)
- China’s Bid to Join TPP Trade Group Puts Members in an Awkward Spot (Wall Street Journal)
- China’s Tencent Says It Will Make It Easier to Share Links to Rivals on WeChat (Wall Street Journal)
- ‘Succession’ Season 3 Means Shiv’s Power Pants Are Back (Wall Streeet Journal)
- Ron Baron: You Must Be Able To Hold A Stock For A Number Of Years That Doesn’t Make A Return (acquirersmultiple)
- ‘The White Lotus’ in Venice? TV Insiders on Where Season 2 Should Unfold (Wall Street Journal)
- SpaceX releases more photos as civilian crew orbits Earth 15 times already (New York Post)
- Ben Chestnut and Dan Kurzius, the men who made MailChimp (Financial Times)
- Is this ‘the most dynamic Bentley ever’? (Financial Times)
- UN Chief Says China, U.S. Should Repair ‘Dysfunctional’ Ties (Bloomberg)
- Elliott has a big stake in Citrix. What it could mean for the company’s profits (CNBC)
- Forget inflation. This billionaire investor worries about democracy (CNN)
- Bud Light hopes this beer is the next big thing (CNN)
- Weakness Prior to the “Weakest Week” (quantifiableedges)
- PG&E Says New Power Shutoff Protocol May Avert Dixie-Like Fires (Bloomberg)
- MiB: Campbell Harvey on DeFi (Bloomberg)