Traders say these are the two to watch



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This is one of the busiest times of the results season.

More than a fifth of companies in the S&P 500 and Dow’s 13 components will report their final quarter this week – those profits range from tech companies like Microsoft to industry giants like Caterpillar and 3M.

Craig Johnson, chief market technician at Piper Sandler, says there is a earnings report that is “the elephant in the room” – Apple.

“That’s a big part of all of those clues,” Johnson told CNBC’s “Trading Nation” on Friday. “Apple is going to be the one to watch, and it’s going to set the tone, just like what you’ve seen with Netflix, it’s going to set the tone with some of these FANG actions.”

Apple, the largest publicly traded stock, has a weighting of around 7% in the market-capitalization-weighted S&P 500. He is expected to publish his report on Wednesday afternoon. Analysts polled by FactSet predict 13% growth in profits and 12% in sales in its December quarter.

Johnson said Apple was bracing for a technical breakout if post-earnings enthusiasm propelled the stock higher. He identified a cup and grip pattern that formed in the charts – a bullish technical sign characterized by a rounded bottom and a period of consolidation that suggests a pause in the stock before it holds on to the upside.

Apple isn’t the only high-profile report this week. Danielle Shay, director of options at Simpler Trading, looks at the new component of the S&P 500 Tesla. which also publishes its results Wednesday afternoon.

“Tesla has done an absolutely fantastic job and has exceeded earnings expectations over the past five quarters,” Shay said in the same interview. “I think this is an opportunity for Tesla to prove to everyone that retail traders are right on this one, and if we get a good pace from Tesla I really think it could lead to a fairly strong momentum movement. ”

Shay is targeting $ 1,000 for Tesla shares – an 18% gain from current level. Tesla was one of the hottest stocks in 2020, rising more than 1,100% since its March low.

“However, if that doesn’t happen, and we end up seeing Tesla back down, then that’s just going to be a great buying opportunity,” Shay said.

Analysts expect Tesla to have gained 1.04 cents a share in its December quarter, more than double a year earlier. Sales are expected to have increased by 43%.

Disclosure: Shay owns TSLA.

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