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Thread: Intersting thoughts

  1. #1701  
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    Quote Originally Posted by Bozzie View Post
    If you don't want for much.... money just a tool basically.
    Wisdom & Truth

    Thx for all the posts. Appreciated and enlightening
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  2. #1702  
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    NFL just three this week

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    16-8 on the season


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    Welcome to the Sunday edition of Wall Street Breakfast, which previews events for investors to watch during the upcoming week. If you want to receive this a day earlier, follow Stocks to Watch and select the option to receive email notifications.
    Outlook
    Economic reports in the week ahead
    Big tech companies Apple (NASDAQ:AAPL), Amazon (NASDAQ:AMZN), Facebook (NASDAQ:FB), Alphabet (NASDAQ:GOOG) and Microsoft (NASDAQ:MSFT) dominate a huge week of earnings with over 25% of the S&P 500 constituents due to step into the earnings confessional. The headliner economic reports due in are updates on durable good orders, consumer confidence and new home sales. In Washington, there is growing optimism that a vote on the infrastructure and a trimmed down reconciliation spending proposal will go to a vote. Across the Atlantic, the United Nations climate summit in Glasgow takes place following G20 talks in Rome over the weekend, which could lead to decisions on climate targets. In the cryptocurrency world, VanEck’s pending Bitcoin Strategy ETF (BATS:XBTF) is expected to be available to investors next week with management fees below those of the ProShares Bitcoin Strategy ETF (NYSEARCA:BITO) and Valkyrie Bitcoin Strategy ETF (NASDAQ:BTF). Trading on Digital World Acquisition Corp. (NASDAQ:DWAC) will also be closely watched after the SPAC soared last week on news of a business combination with Trump Media and Technology Group.

    Earnings
    Earnings spotlight: Monday, October 25: Kimberly-Clark (NYSE:KMB), Facebook (FB) and Universal Health (NYSE:UHS).

    Earnings spotlight: Tuesday, October 26: UPS (NYSE:UPS), General Electric (NYSE:GE), Lockheed Martin (NYSE:LMT), Alphabet (GOOG), Microsoft (MSFT), Twitter (NYSE:TWTR), F5 Networks (NASDAQ:FFIV), Hasbro (NASDAQ:HAS), Visa (NYSE:V), Robinhood Markets (NASDAQ:HOOD) and AMD (NASDAQ:AMD).

    Earnings spotlight: Wednesday, October 27: Boeing (NYSE:BA), Coca-Cola (NYSE:KO), Kraft-Heinz (NASDAQ:KHC), McDonald's (NYSE:MCD), eBay (NASDAQ:EBAY), Ford (NYSE:F) and General Motors (NYSE:GM).

    Earnings spotlight: Thursday, October 28: Anheuser-Busch InBev (NYSE:BUD), Caterpillar (NYSE:CAT), Merck (NYSE:MRK), MasterCard (NYSE:MA), Apple (AAPL), Atlassian (NASDAQ:TEAM), Amazon (AMZN), Altria Group (NYSE:MO), Hershey (NYSE:HSY), Comcast (NASDAQ:CMCSA), Keurig Dr Pepper (NASDAQ:KDP) and Starbucks (NASDAQ:SBUX).

    Earnings spotlight: Friday, October 29: Exxon Mobil (NYSE:XOM), AbbVie (NYSE:ABBV), Church & Dwight (NYSE:CHD), Chevron (NYSE:CVX), Colgate-Palmolive (NYSE:CL) and L3Harris Technologies (NYSE:LHX).
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    IPOs
    IPO watch: A busy week is setting up in the IPO market with Informatica (INFA), Rent the Runway (RENT), Arteris (AIP), GlobalFoundries (GFS) (see full preview below), Fluence Energy (FLNC), Ensemble Health Partners (NASDAQ:ENSB) and Candela Medical (CDLA) all expected to debut.
    Healthcare
    FDA watch: A FDA advisory committee meeting on October 26 will analyze data on Pfizer's (NYSE:PFE) vaccine for children between the ages of 5 and 11. FDA action dates are on tap for Eyenovia's (NASDAQ:EYEN) MydCombi. The FDA holds a public advisory committee meeting on October 28 the Oncologic Drugs Advisory Committee concerning Oncopeptides AB (OTCPK:OTCPK:ONPPF) product Pepaxto.
    Trending
    Earnings buzz: Some earnings reporters to watch next week include Evercore (NYSE:EVR) and W.W. Grainger (NYSE:GWW), which are on Morgan Stanley's list of high-conviction earnings picks. A list from BofA of stocks that are set up well for positive earnings surprises includes Altria Group (MO), Exxon Mobil (XOM), Extra Space Storage (NYSE:EXR), CMS Energy (NYSE:CMS) and Facebook (FB) and Raytheon (NYSE:RTX). JPMorgan thinks Coinbase Global (NASDAQ:COIN) could be attractive on a post-earnings dip due to the recent rush of crypto interest. The firm also tips that Ford Motor (F) could see an earnings beat. Evercore ISI is also pointing at Extra Space Storage (EXR) as a likely earnings outperformer, while both William Blair and Baird think Driven Brands (NASDAQ:DRVN) will top estimates.

    Analysis
    GlobalFoundries IPO preview: GlobalFoundries (GFS) goes public next week as the silicon wafer supplier hits the market right in the middle of a global semiconductor shortage. GlobalFoundries expects to raise up to $1.55B in an offering of 55M shares, of which 33M are from the company and 22M shares are from owner Mubadala Investment Co. The IPO is expected to be priced in a range of $42 to $47 per share to value GlobalFoundries as high as $25B. The company was spun off by AMD (AMD) in 2009 and competes with Intel (NASDAQ:INTC) and Taiwan Semiconductor Manufacturing Co. (NYSE:TSM). Top customers include Qualcomm (NASDAQ:QCOM), MediaTek and NXP Semiconductors N.V. (NASDAQ:NXPI).

    Apple earnings preview: Apple (AAPL) reports earnings on October 28 to rising expectations that strong iPhone 13 demand will lead to an earnings beat. Guidance from the company could be mixed due to the impact of the global chip shortage, with some iPhone production getting pushed out of Q4 into 2022. "We view near-term supply chain issues as nothing more than a speed bump on a multi-year supercycle iPhone 12/13 that continues to play out with FY22 Street numbers looking conservative at this juncture," says Wedbush Securities analyst Dan Ives.
    TOGETHER WITH
    Dividends
    Projected dividend increases: Companies forecast to boost their quarterly dividend payout include Amphenol (NYSE:APH) to $0.17 from $0.145, Power Integrations (NASDAQ:POWI) to $0.15 from $0.13, Visa (V) to $0.36 from $0.32, Boise Cascade (NYSE:BCC) to $0.11 from $0.10, AbbVie (ABBV) to $1.42 from $1.30, Oshkosh (NYSE:OSK) to $0.36 from $0.33 and Comfort Systems USA (NYSE:FIX) to $0.13 from $0.12. Meanwhile, Sturm, Ruger & Company (NYSE:RGR) is forecast to cut its dividend to $0.88 from $1.00.

    Events
    Key corporate events to watch: There are a number of big events to track outside of the busy earnings season. Samsung (OTC:SSNLF) holds its SDC21 developer conference on October 26 to share its latest updates on software, services and platforms. On October 27, Intel (INTC) conducts the first of its new Intel ON series events on October 27. The new technical conference will focus on the company's latest technologies to deliver AI, 5G, edge, cloud, connectivity and PC solutions with speed and real-world scale. Datadog (NASDAQ:DDOG) also holds a virtual investor meeting as part of its annual user conference. Facebook (FB) hosts its annual Connect conference on October 28, which is expected to feature a focus on the tech giant's rebranding efforts that include a new name. The rebrand is likely to separate the Facebook app from other products like Instagram, WhatsApp, and Oculus. Mark Zuckerberg has been talking about Facebook transitioning to a metaverse company. Of interest, Facebook is a top holding in the Roundhill Ball Metaverse ETF (NYSEARCA:META). Check out this week's Catalyst Watch for a more detailed rundown of next week's big events.

    Delivery by drone Walgreens (NASDAQ:WBA) will begin flying packages by drone to residents in Frisco and Little Elm, Texas in partnership that starts next week with Google's (GOOG) drone unit Wing. The Texas test will be Wing's first commercial expansion in the U.S. after years testing the concept in a Virginia town and parts of Australia and Finland.

    Notable annual meetings: Hain Celestial (NASDAQ:HAIN) on October 28.
    Stocks
    Barron's mentions: The cover story breaks down why investors should be wary with Bitcoin ETFs. High fees and the risk of significant dispersion between ETF prices and the actual Bitcoin price are called two reasons to be careful with the ProShares Bitcoin Strategy ETF (BITO) and Valkyrie Bitcoin Strategy ETF (BTF). Meanwhile, Chesapeake Energy (NASDAQ:CHK) is seen as an attractive pick in the natural gas sector. The new Chesapeake is a called a "leaner machine, with the boost of added cash-flow generation" from soaring natural gas prices. Chesapeake’s earnings reports on November 3 is expected to be a positive catalyst with cash flow likely to impress.

    Sources: EDGAR, Bloomberg, CNBC, Reuters, Renaissance Capital
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  3. #1703  
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    Top News
    Saudis go green
    Shutterstock
    Saudi Arabia is joining the net-zero club, with plans to go carbon neutral by 2060. Neighboring Bahrain will also join the pledge, while Kuwait will be involved with the Saudi commitment. While the Kingdom's framework aligns with China and Russia, the time frame falls short of other large economies like the U.S., U.K., and EU, which all are targeting net-zero by 2050.

    Caveat: The promise doesn't include emissions from the massive amounts of oil Saudi Arabia exports around the globe (it pumps one in 10 barrels of oil consumed each day). It will also allow the Saudis to continue burning fossil fuels for decades to come, as well as invest in new oil-and-gas development. Instead, the Kingdom plans on reaching its net-zero target by cutting emissions of methane (30% by 2030) and creating a "carbon circular economy," which includes carbon capture, utilization and storage technologies.

    "This protects the leading role of the Kingdom in strengthening the security and stability of global energy markets, in light of the maturity and availability of the necessary technologies to manage and reduce emissions," Crown Prince Mohammed bin Salman said during a speech at the Saudi Green Initiative forum, which comes just days before the COP26 climate meeting in Glasgow, Scotland.

    Go deeper: Saudi Energy Minister Prince Abdulaziz bin Salman has also argued that 2050 targets (like those set by the IEA) would cut supply before global demand drops significantly. That can risk a heavy oil price spike and burdening economies that are overly dependent on importing/exporting oil and gas. Some have even called the most recent price spike the first major energy crisis of the clean power transition, with the Biden administration calling on OPEC+ to increase oil production as crude hit multi-year highs and Russia offering to export record volumes of vital fuel to the EU.


    Energy
    Carbon offsets?
    Many companies are turning to carbon offsets to help meet their "net-zero" pledges, but tallying that data can be tricky. It gets even more complicated with regulatory reporting requirements of greenhouse-gas emissions, which are increasingly being seen in Europe and the U.S. Already, the SEC is working on a potential climate-disclosure regulation and some 90% of companies in the S&P 500 currently produce sustainability reports.

    Quote: "You have people saying some of these things [carbon offsets] are rubbish and other people say no, they're really important," said Thomas Lingard, Unilever's sustainability director. "It's super confusing to people and that can’t be the desired state for a world that is rapidly trying to deal with the climate crisis." Another job for the COP26?

    Currently, the most widely-used international framework is the Greenhouse Gas Protocol, which divides emissions into three categories. Those resulting from company operations are called Scope 1, while those resulting from energy the company buys are dubbed Scope 2. The most difficult ones to calculate are Scope 3, which are emissions that are related to a company's product, but are produced by suppliers and customers.

    Outlook: Prices for carbon offsets vary widely, ranging from a few dollars for credits linked to conserving grasslands, to thousands of dollars for capturing carbon to store in the ground. Their unclear structure also compounds the issues for businesses, regulators and investors to size up the effectiveness of projects that generate offset credits. According to Morningstar Direct, more than $51B flowed into sustainable funds in 2020, notching more than a quarter of overall U.S. fund flows and doubling the 2019 record.


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    Infrastructure
    Deal in sight
    Democrats are getting closer to finalizing an agreement on Biden's economic agenda that would allow for a bipartisan infrastructure bill to move forward. "We have 90% of the bill agreed to and written, we just have some of the last decisions to be made," House Speaker Nancy Pelosi said on CNN's State of the Union. The social spending measure previously stalled in the Senate due to objections from West Virginia's Joe Manchin and Arizona's Kyrsten Sinema, who cited concerns about hefty expenditures.

    By the numbers: What had been a sweeping $3.5T plan is now being looked at as a $1.75T package, according to sources, but that figure may go higher.

    Manchin appears to be on board with White House proposals for new taxes on billionaires and certain corporations. Earlier, the White House has floated a 15% minimum corporate tax rate that's designed to ensure all companies pay what President Biden calls their "fair share." If an agreement is reached by the week's end, a House vote on a separate $1T bipartisan infrastructure bill could happen before Sunday, when a series of transportation programs expire (Biden also heads to Glasgow at the end of the week).

    Quote: "It is less than what was projected to begin with, but it's still bigger than anything we have ever done in terms of addressing the needs of America's working families," Pelosi continued. "I think we’re pretty much there now, it's just the language of it."


    Outlook
    Transitory thesis
    The inflation debate heated up over the weekend after Twitter (NYSE:TWTR) CEO Jack Dorsey weighed in on price pressures. "Hyperinflation is going to change everything. It’s happening," he wrote. "It will happen in the US soon, and so the world." To another reply, he tweeted that it is "Not a wish. Nor do I think it’s positive at all."

    Snapshot: Inflation is one of the biggest concerns for the economic recovery and the stock market, while the Federal Reserve recently shifted its strategy to allow higher inflation for longer to recover (flexible average inflation targeting, or FAIT). It argues that the recent spikes, with core CPI at 4% year-on-year, are transitory, though Fed Chair Jay Powell said this week they could last well into next year.

    Former Treasury Secretary Larry Summers, who served under the Clinton administration, has also been making waves, ramping up the warnings about the effects that spending is having on inflation. "I think he's wrong. I don't think we're about to lose control of inflation," current Treasury Secretary Janet Yellen said on Sunday morning. "On a 12-month basis, the inflation rate will remain high into next year because of what's already happened. But I expect improvement... by the middle to end of next year, second half of next year."

    Bottom line: Prices have also spiked up due to supply chain disruptions and labor shortages as demand increases with the reopening of the economy. In the latest job openings and labor turnover report released earlier this month, there were more than 10M job openings in August, and a record 2.9% of workers quit their jobs. (106 comments)


    Today's Markets
    In Asia, Japan -0.7%. Hong Kong flat. China +0.8%. India +0.2%.
    In Europe, at midday, London +0.5%. Paris -0.1%. Frankfurt +0.3%.
    Futures at 6:20, Dow flat. S&P +0.1%. Nasdaq +0.3%. Crude +0.9% at $84.51. Gold +0.2% at $1800.20. Bitcoin +2.6% at $62631.
    Ten-year Treasury Yield unchanged at 1.66%

    Today's Economic Calendar
    8:30 Chicago Fed National Activity Index
    10:30 Dallas Fed Manufacturing Survey

    Companies reporting earnings today

    What else is happening...
    Bitcoin (BTC-USD) makes the Barron's cover, slides below $60K.

    Tesla (TSLA) roundup: Price hikes, FSD pause, Morgan Stanley raves.

    HSBC's (NYSE:HSBC) pre-tax profit jumps 76%; plans $2B buyback.

    Supply crunch pushes crude oil to record ninth straight weekly gain.

    Digital World Acquisition (NASDAQ:DWAC) likely to see more large swings.

    Much-needed rain may provide relief for California utilities - Barclays.

    Sibanye-Stillwater (NYSE:SBSW) nears $1B deal to buy Brazil commodity projects.


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