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Welcome to search for Alpha stocks to watch – an overview of key events planned for next week. Follow this account and enable e-mail alert to receive this article in your inbox every Saturday morning.
Here we are. Amazon Prime Day is back as a 36-hour global event this year, with shopping festivities starting at 3:00 pm. Is it the 16th of July? The retail beast of Seattle promises "huge" discounts on thousands of items and 10% back on purchases made at Whole Foods stores up to $ 400. After seeing Amazon Prime Day generate a sales boom of 60% Y / Y last year and + 50% in the US, competitors like Target (NYSE: TGT), Walmart (NYSE: WMT) and eBay (NASDAQ: EBAY) Concurrent promotions of their own – while retailers such as Kroger (NYSE: KR) and Best Buy (NYSE: BBY) have designed their own Amazon defenses. For investors, Amazon (NASDAQ: AMZN) Prime Day is talking about a premium penetration rate beyond the army of 100M + and perhaps a greater number of cross-sellers to Whole Foods customers. The retail sector is also attracting attention on the 16th with June retail sales owed by the US Census Bureau. Economists forecast an increase of 0.6% M / M during the month to follow the pace of 0.8% observed in May.
Notable Profit Reports: Bank of America (NYSE: BAC), Netflix (NASDAQ: NFLX) and BlackRock (NYSE: BLK) on July 16; Goldman Sachs (NYSE: GS), Johnson & Johnson (NYSE: JNJ) and United Continental (NYSE: UAL) on July 17; IBM (NYSE: IBM), eBay (EBAY), American Express (NYSE: AXP) and Kinder Morgan (NYSE: KMI) on July 18; Microsoft (NASDAQ: MSFT), Domino's Pizza (NYSE: DPZ) and Philip Morris International (NYSE: PM) on July 19; General Electric (NYSE: GE), Schlumberger (NYSE: SLB) and Honeywell (NYSE: HON) on July 20. See the Alpha Earnings Calendar for the complete list.
Spotlight on Netflix: Multiple Investments Companies have released cautious ratings on Netflix ahead of Streamer's second quarter earnings report on concerns that expectations may have risen too high. Netflix channeled subscriber additions to global net streaming of 6.2M in the quarter, comprised of 5.0M and 1.2M international submarines in US consensus analyst estimates, slightly higher than the international additions of 5.06 M and the domestic 1.21 M. Netflix is expected to post a business figure of $ 3.94 billion and earnings per share of $ 0.79. Stocks slid 3% in the last week to put a minor drag on the brilliant return of 106% YTD
IPOs should trade: After a period of slumber on the IPO market, equities resume this week. Watch for Coastal Financial (CCB), Crinetics (CRNX) on July 17th, and Replimune (REPL), Allakos (ALLK), Tilray (TLRY), Dermadoctor (NASDAQ: DDOC), AFG (AFGL), Establishment Labs (ESTA), First Western Financial (MYFW), Rubius Therapeutics (RUBY) and Constellation Pharmaceuticals (CNST) on July 18.
IPO Blocking Expiry Date: ADT (NYSE: ADT), Nine Energy Services (NYSE: NINE), and MorphoSys (NASDAQ: MOR) on July 18, as well as TPG RE Finance Trust (NYSE: TRTX) on July 20th.
Quiet Period Expirations Analysts: Eidos Therapeutics (NASDAQ: EIDX), Magenta Therapeutics (NASDAQ: MGTA), I3 Verticals (NASDAQ: IIIV), Avrobio (NASDAQ: AVRO), Essential Properties (NYSE: EPRT), Kezar Life Sciences (NASDAQ: KZR) and Xeris Pharmaceutical (NASDAQ: XERS) on July 16; Autolus Therapeutics (NASDAQ: AUTL) and ElectroCore (NASDAQ: ECOR) on July 17th.
Helsinki: While President Trump says his summit with Vladimir Putin will plunge into electoral interference, Crimea, NATO and Syria – for traders could be the spotlight on Russia's oil production plans. Russia's oil exports to the United States are insignificant compared to Saudi Arabia, but Moscow is still viewed by industry observers as being crucial in the decision-making of the United States. OPEC +. The drop in oil prices could also be a common ground for the two leaders after Putin said last May that crude at $ 60 a barrel was appropriate for Russia.
Dividend increase / decrease: New York Mellon Bank (NYSE: BK) Citigroup (NYSE: C) to $ 0.45 from $ 0.32, Citizens Financial (NYSE: CFG) to 0.27 $ 0.22, Huntington Bank (NASDAQ: HBAN) at $ 0.14 from $ 0.11, Northern Trust (NASDAQ: NTRS) at $ 0.55 from Regie Financial (NYSE: RF) at $ 0.14 $ 0.09, JM Smucker (NYSE: SJM) at $ 0.82 from $ 0.78, State Street (NYSE: STT) at $ 0.47 from $ 0.42, Health Promotion (NYSE: EHC) $ 0.26 $ 0.25 Health Care Services (NASDAQ: HCSG) $ 0.1938 to $ 0.1938 Hope Bancorp (NASDAQ: HOPE) $ 0.14 $ 0.13 , LegacyTexas (NASDAQ: LTXB) at $ 0.17 from $ 0.16, National Retail (NYSE: NNN) at $ 0.495 from $ 0.475, Pinnacle Financial (NASDAQ: PNFP) at $ 0.16 from 0.14 $.
Meetings of notable analysts / investors: Delphi Technologies (NYSE: DLPH) on July 17 and H.B. Fuller (NYSE: FUL) on July 19.
Hearing of the Automotive Industry: The Commerce Department is planning a public hearing on July 19 and 20 on national security investigations on imports of automobiles and auto parts. Speakers from the Alliance of Automobile Manufacturers, the National Automobile Dealers Association and the UAW are also in attendance, from Polaris Industries (NYSE: PII), Federated-Mogul (NYSE: IEP), Volkswagen (OTCPK: VLKAY), Hyundai (OTCPK: HYMLF) and LG Electronics (OTC: LGEAF). The automakers of Detroit General Motors (NYSE: GM) and Ford (NYSE: F) do not give evidence, but have already consistently argued that the rates would lead to a fall in US auto jobs and a rise in car prices .
: One of the most interesting discussions of the technical invitational conference on July 16 is a discussion with Walmart's (WMT) chief of e-commerce, Marc Lore, on "l & # 39; radically renewed customer experience "evolving in the retail business. Former Jet.com CEO May Denounce Walmart's Future Plans for Store Employees
Talking Alpha: The "Delivering Alpha" conference is being organized by CNBC on July 19th. Jim Cramer and the rest of the usual suspects the network are scheduled to make an appearance, as well as the director of the National Economic Council (ex-CNBC) Larry Kudlow. A review of Delivering Alpha's conferences from previous years shows that a number of titles have risen sharply or dropped after a keynote. Citadel's Kenneth Griffin, Blackstone's Jonathon Gray (NYSE: BX), James Chanos, JPMorgan's famous short seller, Mary Callahan Erdoes, and an interesting mix of cryptographic heads are notable speakers. As a headline, the last session of the conference on "Midterms, China and Trump" starring Steven Bannon (that one).
FDA Watch: The last working day before the PDUFA deadline on Johnson & Johnson (JNJ) / Gilead Sciences (NASDAQ: GILD) The Symtuza anti-HIV treatment is July 20th.
Fortune Brainstorm Tech 2018: One of the most interesting discussions of the Technical Invitational Conference on July 16 is a discussion with Walmart. (WMT) The director of e-commerce, Marc Lore, talks about the "radically renewed customer experience" that is evolving in the retail business. The former CEO of Jet.com could give hints about Walmart's plans for store employees in the future
Bank check: Credit Card Charges and Late Reports are due on July 16 by Alliance Data Systems (NYSE: ADS), American Express (AXP), Bank of America (BAC), Citigroup (C), Capital One Financial (NYSE: COF), Discover Financial (NYSE: DFS), JPMorgan (NYSE: JPM) and Synchrony Financial (NYSE: The asset-backed securities pipeline will be a little busier next week with offers from John Deere (NYSE: DE), Planet Fitness (NYSE: PLNT), CarMax ( NYSE: KMX), Ford (F), Exeter, Nissan (OTCPK: NSANY) and Mercedes-Benz (OTCPK: DDAIF) are all marketed
Media Mergers and Acquisitions at Sun Valley: Annual Nabob Rally technology and media in Sun Valley In Idaho, it's time for the rumor to start: Comcast CEO (NASDAQ: CMCSA) Brian R oberts, and Rajeev Misra, of SoftBank Vision Fund, are the two names that seem to appear in the reports on the scene. Comcast may be looking for a partner to help acquire Fox's assets (NASDAQ: FOXA), while SoftBank is looking to make strategic investments in AI, the Internet of Things, the robotic and carpooling. Two heavyweights that should not be the focus of a mergers and acquisitions movement in mainstream media are Apple (NASDAQ: AAPL) and Facebook (NASDAQ: FB), according to comments from Tim Cook and Sheryl Sandberg
. the end of the week on the price of cartons and cartons. Keep an eye on International Paper (NYSE: IP), Clearwater Paper (NYSE: CLW), WestRock (NYSE: WRK), KapStone Paper and Packaging (NYSE: KS), and Packaging Corp. of America (NYSE: PKG) as the most important. delicate balance between demand and supply is played out on prices.
This is not fun: Consumer sentiment fell sharply Friday to reach its lowest level in six months due to concerns over the impact of tariffs. . Could consumer anxiety explain the surprising drop in attendance since the beginning of the year revealed this week by the Cedar Fair (NYSE: FUN) theme park operator? Disappointing data sold Cedar Fair along with its Six Flags Entertainment peers (NYSE: SIX) and SeaWorld Entertainment (NYSE: SEAS) last week during what was expected to be a banner to warrant high valuations in the sector. Expect a few analysts to examine the theme of the theme park this week
Box office: Three movies are expected to exceed $ 30 million in the United States this weekend. The new Sony movie (NYSE: SNE) Hotel Transylvania 3 is planned by Variety for $ 45M, while the Universal Skyscraper (CMCSA) attracts $ 34M and Disney's (NYSE: DIS) Ant -Man and the Wasp is expected to total $ 32 M at its second weekend. The US box office is now ahead of 8% on the pace from last year until July 12th.
Barron's Mentions: The upcoming iPhone coming out in the fall could shake the telecommunications industry, notes Tiernan Ray. The launch of eSIM chip technology in the iPhone X could create problems for AT & T (NYSE: T), Sprint (NYSE: S), Verizon (NYSE: VZ) and T-Mobile (NASDAQ: TMUS ) because of the potential of iPhone users. change carrier easily at will. STMicroelectronics (NYSE: STM) reportedly won the Apple eSIM chip business (AAPL). Utility stocks could be attractive for hunters as interest rates have stabilized for the time being. American Electric Power (NYSE: AEP), NextEra Energy (NYSE: NEE) and Xcel Energy (NYSE: XEL) are named. Paddy Power Betfair (OTC: PDYPF) is considered one of the best long-term games on the growth of sports betting in the United States
Sources: EDGAR, Bloomberg, CNBC and Reuters.
Editor's Note: This article discusses one or more securities that are not traded on a major US stock exchange. Be aware of the risks associated with these stocks
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