Be in the know. 22 key reads for Wednesday…

  1. GE Reports Surge in Year-End Cash Flow (Wall Street Journal)
  2. Larry Kudlow, former top economic adviser to Trump, to host Fox Business show (New York Post)
  3. Israelis Say They Will Attack Iran If Biden Returns US To Nuclear Deal (ZeroHedge)
  4. Fed on hold as officials weigh pandemic against vaccines, fiscal support (Reuters)
  5. GameStop Investor Michael Burry — Of ‘The Big Short’ Fame — Dubs Rally ‘Unnatural, Insane, And Dangerous’ (Benzinga)
  6. Chamath Palihapitiya, Silicon Valley SPAC King, Wants to Be Governor of California (Institutional Investor)
  7. Is This The Next Big Hedge Fund To Blow Up… And What Happens Next (ZeroHedge)
  8. Day-Trader Obsession With Hated Stocks Takes Over Options Market (Bloomberg)
  9. Regeneron says its COVID-19 antibody cocktail still works against new strains in lab test (MarketWatch)
  10. Dems unveil $15 minimum wage bill, say they may use reconciliation to pass legislation (Fox Business)
  11. ‘Weaponised’ options trading turbocharges GameStop’s dizzying rally (Financial Times)
  12. 4 Sin Stocks to Buy That May Survive a Coming Massive Market Sell-Off (24/7 Wall Street)
  13. How Retail Option Traders Are ‘Supercharging The Short Squeeze’ In GameStop And Other Potential Bubble Stocks (Benzinga)
  14. Raytheon CEO says the company will ‘load up’ on share buybacks in 2021 after strong 4th-quarter earnings (Business Insider)
  15. Las Vegas Sands appoints Robert Goldstein its permanent CEO (MarketWatch)
  16. Putin warns of ‘all against all’ fight if global tensions are not resolved (CNBC)
  17. Putin says U.S. social media giants are now competing with elected governments (CNBC)
  18. JPMorgan is launching a digital retail bank in the U.K., looking overseas for growth (CNBC)
  19. Putin Warns of Global Tensions Similar to 1930s in Davos Speech (Bloomberg)
  20. Here’s What to Expect When Apple Reports on Wednesday (Barron’s)
  21. Boeing’s 737 Max Can Fly Again in Europe. What It Means for Airbus Stock. (Barron’s)
  22. 3M Expects Sales Growth as Customers Return to Offices, Schools (Wall Street Journal)

Be in the know. 30 key reads for Tuesday…

  1. Wall Street Is Still Betting on Wells Fargo (Barron’s)
  2. Raytheon’s Solid Earnings Offer Hope for Aerospace Suppliers (Barron’s)
  3. GE Soars as Cash Outlook Shows Turnaround Regaining Traction (Bloomberg)
  4. The One Key Number in Johnson & Johnson’s Earnings (Barron’s)
  5. These 10 Stocks Offer Yields of 5% and Up (Barron’s)
  6. The 1920s Roared After a Pandemic, and the 2020s Will Try (Bloomberg)
  7. Why This Schlumberger Analyst Has ‘Growing Confidence In An International Inflection’ (Benzinga)
  8. IMF expects US and China to recover most strongly from virus economic hit (Financial Times)
  9. J&J Covid-19 vaccine data due ‘soon’ as drug maker boosts outlook (FoxBusiness)
  10. Goldman Sachs warns of a dangerous bubble in these 39 stocks (Yahoo! Finance)
  11. Regeneron (REGN) COVID-19 Antibody Cocktail Prevented 100% of Symptomatic Infections When Used as Passive Vaccine (streetinsider)
  12. GameStop Day Traders Won’t Sack Wall Street (Wall Street Journal)
  13. Amazon Union Drive Takes Hold in Unlikely Place (New York Times)
  14. How Options Trading Could Be Fueling a Stock Market Bubble (New York Times)
  15. Pfizer to Deliver U.S. Vaccine Doses Faster Than Expected: CEO (Bloomberg)
  16. GameStop Shorts Don’t Deserve All the Schadenfreude (Bloomberg)
  17. Home Prices in U.S. Cities Rise at Fastest Pace Since 2014 (Bloomberg)
  18. Booming Blank Check Companies Are the Talk of Reddit and TikTok (Bloomberg)
  19. Mania in stocks like GameStop suggest a market pullback is coming (CNBC)
  20. BlackRock calls for more disclosure on companies’ climate change plans (CNBC)
  21. Google says North Korean state hackers are targeting security researchers (CNBC)
  22. Tech companies could see blowout fourth quarters for ad revenue (CNBC)
  23. Short sellers are down $91 billion in January as GameStop leads squeeze in stocks they bet against (CNBC)
  24. Janet Yellen becomes the first female Treasury chief; may be a calming influence in a divided Washington (USA Today)
  25. Opinion: Insider selling is alarmingly high and small-cap stocks are in the crosshairs (MarketWatch)
  26. GameStop Stock Is Just the Latest Sign of a Speculative Frenzy (MarketWatch)
  27. Liberty Global’s $100 Billion Deal Making Spree Is Paying Off (Barron’s)
  28. The risk of a stock market correction is increasing as resistance levels come into play, BofA says (Business Insider)
  29. 5 Airlines Are Reporting Earnings This Week. Here’s What to Expect. (Barron’s)
  30. Yellen Passed the Economic Stability Baton to Powell. Now, He’s Handing It Back. (Wall Street Journal)

Industrials (top 30 weights) Earnings Estimates/Revisions

In the spreadsheet above I have tracked the 2021 earnings estimates for the Industrials Sector ETF (XLI) top 30 weighted stocks. The column under the date 1/25/2021 has a letter that represents the movement in 2021 earnings estimates since the most recent print (11/25/2020).

Continue reading “Industrials (top 30 weights) Earnings Estimates/Revisions”