Be in the know. 5 key reads for Tuesday…

  1. Top Baird Health Care and Biotech Picks Have Massive Upside Potential (24/7 Wall Street)
  2. Amgen Shows Price Is Still Right for Blockbuster Drug Deals (Wall Street Journal)
  3. China says it hopes U.S. can create conditions for trade talks (Reuters)
  4. Why Jefferies Top Value Picks Include Some of the Biggest US Banks (24/7 Wall Street)
  5. This index is making a hidden bet on biotechs (MarketWatch)

DOW + (8 S&P 500 top weights) Earnings Estimates/Revisions

In the spreadsheet above I have tracked the earnings estimates for the DOW 30 PLUS 8 of the S&P 500 top 30 weights [that are not either included in the DOW 30 or in the top 30 weights of the Nasdaq]. The 8 companies are at the bottom of the spreadsheet under the heading “EXTRA”. The purpose of this is so we have up to date EPS earnings/revisions for the top 30 weighted stocks in the DOW, S&P500, Russell 2000, and Nasdaq. Continue reading “DOW + (8 S&P 500 top weights) Earnings Estimates/Revisions”

Be in the know. 10 key reads for Sunday…

1. When Taking Risks Is the Best Strategy (Wall Street Journal)
2. Brexit Bargain Shoppers: Investors Snap Up Peppa Pig, Beer and Jet Technology (Wall Street Journal)
3. Not All Energy Stocks Are Depressed (Wall Street Journal)
4. Boeing 737 Max’s Certification Flight Likely to Occur in October (Bloomberg)
5. Michael Burry (from “The Big Short”) Urges GameStop to Buy Back $238 Million of Stock with Cash on Hand (Business Wire)
6. Value Stocks Haven’t Traded This Low Since the Dot-Com Bubble (Validea)
7. Stocks Haven’t Seen The Top Yet? (Tumblr)
8. ECRI Weekly Leading Index Update (Advisor Perspectives)
9. Finance Friday With Mary, Volume 3: Snack-Sized Questions (NPR Planet Money)
10. How to Become a Better Forecaster of the Future (Podcast) (Bloomberg Odd Lots)

Be in the know. 15 key reads for Saturday…

1. ‘Sustainably Fracked’: Shale Producers Seek a Green Label for Their Natural Gas (Wall Street Journal)
2. Why Is Joe Rogan So Popular? (The Atlantic)
3. Fed Chair Jerome Powell says he can’t fix trade war’s damage to the economy but he’s going to try his best (Vox)
4. Meet the Countess Who Lives at the Real-Life Downton Abbey (Architectural Digest)
5. Here Are the Best Cars From Every Season of Seinfeld’s ‘Comedians in Cars Getting Coffee’ (Robb Report)
6. Retailers in the Bargain Bin (Morningstar)
7. Grace Potter Announces New Album (Rolling Stone)
8. 2Q Corporate Results: 2% Earnings Growth Expected in 2019 (The Fat Pitch)
9. ‘They Were Like Gods’ (LTCM) (Institutional Investor)
10. Liquidity is bad even by August standards, JPMorgan shows (Bloomberg)
11. Using PMI to Trade Cyclicals vs Defensives (ThinkNewfound)
12. Natural gas deliveries to U.S. LNG export facilities set a record in July (EIA)
13. The Highest-Paid Actors 2019: Dwayne Johnson, Bradley Cooper And Chris Hemsworth (Forbes)
14. Hedge Fund Investor Letters 2019 Q2 (Insider Monkey)
15. Divided G-7 Leaders Headed for Clashes at Tense French Summit (Wall Street Journal)