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Welcome to research actions to watch for Alpha – an overview of the key events planned for next week. Follow this account and enable e-mail alert to receive this article in your inbox every Saturday morning.
In the coming week, many health care companies will present their results at investor conferences and a trio of major banks starting the first quarter earnings season at the end of the week, including JPMorgan (NYSE: JPM) with his teleconference always closely monitored. Expect President and CEO Jamie Dimon to talk about the strength of the banking sector and defend business buyouts as part of his banking union status. Goldman Sachs believes the banking sector could generate gains if first quarter reports are strong, noting that large-cap banks have underperformed their normal correlation with macro assets by more than 10% in the past two months, while the $ 22.3 billion Financial Select ETF (NYSEARCA: XLF) trailed it by 6%. On the economic front, next week, April 9 plant orders and April 10 consumer prices will be the stars. In the meantime, it is probably not surprising that there are more trade negotiations between the United States and China and some Brexit-related dramas also on the roll.
Notable earnings reports: Lindsay (NYSE: LNN) on April 9; Delta Air Lines (NYSE: DAL) and Bed, Bath & Beyond (NASDAQ: BBBY) on April 10; BlackRock (NYSE: BLK), Fastenal (NASDAQ: FAST) and Rite Aid (NYSE: RAD) on April 11, JPMorgan (JPM), Wells Fargo (NYSE: WFC) and PNC Financial (NYSE: PNC) on April 12. See Viewing the Alpha Earnings Calendar for a complete list of taxfilers.
Prices expected from the IPO: Jumia Technologies (JMIA), Tufin Software Technologies (TUFN) and Pagerduty (PD) on April 10.
IPO lock exits: Allogene Therapeutics (NASDAQ: ALLO) and Livent (NYSE: LTHM) on April 9; Anaplan (NYSE: PLAN) and Equilium (NASDAQ: EQ) on April 10.
Expected evolution of the dividend (quarterly): Aon (NYSE: AON) at 0.44 USD from 0.40 USD, First Republic (NYSE: FRC) at 0.20 USD from 0.18 USD, Procter & Gamble (NYSE: PG) at 0.7387 USD from 0 , 7172 USD, Bed Bath & Beyond (BBBY) at 0.17 USD to 0.17 USD to 0.16 USD, International Speedway (NASDAQ: ISCA) from 0.47 $ to 0.49 $.
Spotlight on Disney: Disney (NYSE: DIS) will give a glimpse of Disney + during a presentation to investors on April 11. The media giant has slowed down its streaming effort to get to the market with the right combination of content at a strategic price. Disney + should offer original television and film content, as well as content from its franchises, including live Star Wars television shows and a Marvel television series. How Disney decides to bundle and price the prices that interest Disney +, Hulu and ESPN + and that will interest Netflix (NASDAQ: NFLX), Dish Network (NASDAQ: DISH), Amazon (NASDAQ: AMZN), Roku (NASDAQ: ROKU) and DirecTV (NYSE: T). Although Disney + is the major attraction of the event, it could be an update of the management's advice that will actually trigger a buying action. Some analysts believe that Disney's shares (+ 5% since the beginning of the year) are currently blocked due to the uncertainty surrounding the synergy projections of the transaction with Fox and the anticipated costs of launching the project. streaming. As if the week was not already interesting enough for Disney, the first trailer of Star Wars: Episode IX will go round the social media.
Analyst / Investor Meetings: Atlassian co-CEOs, CTO and CFO (NASDAQ: TEAM) are due to present and comment live the Q & A session at the company's investor session on April 10th. On the same day, the management team of Conagra Brands (NYSE: CAG) will present information on the value creation opportunities after the completion of the acquisition of Pinnacle Foods (NYSE: PF) by the Food giant – including an updated list of innovations, opportunities for cost synergy and long-term financial algorithm.
Tidbits M & A: Newmont Mining (NYSE: NEM) will hold a special meeting of shareholders on April 11 to vote on proposals for its merger with Goldcorp. The shareholders of Bristol-Myers Squibb (NYSE: BMY) and Celgene (NASDAQ: CELG) vote on April 12 on the proposed $ 74 billion merger.
Google Cloud Next 19: All topics covered in Google Cloud will be discussed at the event in San Francisco from April 9 to 11 with a large number of speakers from the Alphabet (GOOG, GOOGL) to the order of the day. Nvidia (NASDAQ: NVDA) will also be in San Francisco to show how its recently announced T4 GPUs, combined with NVIDIA vGPU software, provide an "ideal platform" for businesses looking for powerful and cost-effective cloud solutions. Artificial intelligence software specialists FogHorn and Honeywell (NYSE: HON) will also be on hand to explain how its solutions are revolutionizing Android-based industrial devices, using both traditional and adaptive learning to solve real-world problems. customer problems.
Health Conferences: The H. C. Wainwright & Co. World Life Sciences Conference and the Needham Healthcare Healthcare Conference take place earlier this week. The presenter companies are Conatus Pharmaceuticals (NASDAQ: CNAT), Y-mAbs Therapeutics (NASDAQ: YMAB), Alder BioPharmaceuticals (NASDAQ: ALDR), Athersys (NASDAQ: ATHX), Catalyst Biosciences (NASDAQ: CBIO), EyePoint Pharmaceuticals (NASDAQ: EYPT), Geron (NASDAQ: GERN), Invacare (NYSE: IVC), Liquidia Technologies (NASDAQ: LQDA), Nabrive Therapeutics (NASDAQ: NBRV), NeoGenomics (NASDAQ: NEO), Pacira Pharmaceuticals (NASDAQ: PCRX), Revance Therapeutics (Revance Therapeutics) NASDAQ: RVNC), Neuronetics (NASDAQ: STIM), Akcea Therapeutics (NASDAQ: AKCA), CryoLife (NYSE: CRY), Evelo Biosciences (NASDAQ: EVLO), Therapeutic Flexion (NASDAQ: FLXN), Kezar Life Science (NDADA: KZR), Translate Bio (NASDAQ: TBIO), T2 Biosystems (NASDAQ: TTOO) and Vericel (NASDAQ: VCEL).
IPAA Symposium on Investments in the Oil and Gas Sector: The two-day event in New York will feature PDC Energy (NASDAQ: PDCE), Denbury Resources (NYSE: DNR), Goodrich Petroleum (NYSEMKT: GDP), Lilis Energy (NYSEMKT: LLEX), Abraxas Petroleum ( NASDAQ: AXAS), California Resources (NYSE: CRC), Montage Resources (NYSE: MR), Ultra Petroleum (NASDAQ: UPL), Chaparral Energy (NYSE: CHAP), Earthstone Energy (NYSE: ESTE), SilverBow Resources (NYSE: SBOW), Flotek Industries (NYSE: FTK), Evolution Petroleum (NYSEMKT: EPM), SRC Energy (NYSEMKT: SRCI), SM Energy (NYSE: SM), Black Stone Minerals (NYSE: BSM), Oil & Gas Northern ( NYSEMKT: NOG), Unit Corporation (NYSE: UNT), Talos Energy (NYSE: TALO), W & T Offshore (NYSE: WTI), Matador Resources (NYSE: MTDR), Lonestar Resources (NASDAQ: LONE) and Panhandle Oil and Gas (NYSE: PHX).
D.C. counts: Express Scripts (NASDAQ: ESRX), CVS Health (NYSE: CVS) and Optum, the main makers of pharmaceutical benefits, are expected to testify in Washington next week at a Senate hearing on the price of drugs. Meanwhile, insulin manufacturers Eli Lilly (NYSE: LLY), Novo Nordisk (NYSE: NVO) and Sanofi (NASDAQ: SNY) will appear before a House Energy and Commerce oversight subcommittee, which is also reviewing the prices.
Way Day: Wayfair (NYSE: W) has planned a major holiday in the retail home products business on April 10 at noon. AND. The retail promotion has been extended to 36 hours and to all customers in North America, the United Kingdom and Germany. Significant savings are promised on the Wayfair, AllModern, Joss & Main and Birch Lane brands.
Distribution of the upcoming stock: LiqTech International (NYSEMKT: LIQT) is planning a reverse stock split of 1 to 4 scheduled for April 9th. Equity trades will transition from NYSE American to Nasdaq Capital Market on April 16.
Monthly sales updates: PriceSmart (NASDAQ: PSMT) on April 9; Costco (NASDAQ: COST) on April 10; L Brands (NYSE: LB), Cato (NYSE: CATO) and Buckle (NYSE: BKE) on April 11.
Notable annual meetings: Goodyear Tire & Rubber (NASDAQ: GT) on April 8; Adobe (NASDAQ: ADBE), Lennar (NYSE: LEN), ConAgra Brands (CAG) and Boyd Gaming (NYSE: BYD) on April 10.
Box Office: A good weekend is expected for the US box office, with five films expected to exceed $ 10 million. Warner Bros. (T) should be at the top of the list with Shazam! Beginning at nearly $ 48 million, Paramount (NASDAQ: VIA) Pet Sematary: $ 30 million, Disney's Dumbo: $ 22 million, Universal: Us at $ 17 million and Captain Marvel still expect $ 10 million. The box office figures since the beginning of the year are still low, down 17% to reach $ 2.44 billion until April 3
SpaceX: The first commercial launch of SpaceX's Falcon Heavy rocket (SPACE) is scheduled to take place on April 9 at the Kennedy Space Center. The Falcon Heavy carries the Arabsat 6A satellite from Saudi Arabia, built by Lockheed Marin (NYSE: LMT).
Barron's mentions: There are no good deals among hemp or marijuana stocks these days, warns the publication. Canopy Growth (NYSE: CGC), Aurora Cannabis (NYSE: ACB), Tilray (NASDAQ: TLRY), Charlotte's Web Holdings (OTCQX: CWBHF) and GW Pharmaceuticals (NASDAQ: GWPH) would seem expensive until what the industry is getting closer are some winners. Foot Hocker (NYSE: FL) is calibrated from head to toe by Jack Hough. "Foot Locker shares have returned to $ 64, and they could earn 20% of their sales in the next year, while investors are waiting for the results of the new companies," says Hough. Meanwhile, Nicholas Jasinki relays the hype of the launch of Verizon's 5G (NYSE: VZ), warning investors should not expect 5G to have a significant impact on Verizon's financial statements this year, or even in 2020. stable price range between $ 60 and $ 70 per barrel, the list of E & P stocks that should perform well should include Chevron (NYSE: CLC), ConocoPhillips (NYSE: COP) , Concho Resources (NYSE: CXO), Marathon Oil (NYSE: MRO) and Diamondback Energy (NASDAQ: FANG).
Sources: CNBC, Nasdaq, EDGAR, Reuters, Mojo Box Office, Bloomberg
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