Welcome to the Alpha & # 39; s Stocks to Watch – a preview of next week's key events. Follow this account and enable the email notification to receive this item every Saturday morning in your inbox.
This week all eyes are turned to Bentonville, Arkansas. Walmart (NYSE: WMT) will be released on February 19th. Many analysts expect the retail giant to generate strong earnings for the holiday quarter ($ 1.39 billion in sales, $ 1.33 EPS, + 2.9% in the same store), which also fuels Target's shares (NYSE: TGT). Costco (NASDAQ: COST), Dollar General (NYSE: DG) – unless the cadence of consumer spending, prices, and labor pressure is in the opposite direction. "Walmart is likely to have a solid holiday season in 201
Notable earnings reports: Walmart (WMT), Devon Energy (NYSE: DVN) and Terex (NYSE: TEX) on February 19; CVS Caremark (NYSE: CVS), Agilent (NYSE: A) and Albemarle (NYSE: ALB) on February 20; Hewlett Packard Enterprises (NYSE: HPE), Boyd Gaming (NYSE: BYD), Baidu (NASDAQ: BIDU) and Roku (NASDAQ: ROKU) on 21 February; Wayfair (NYSE: W), Cinemark (NYSE: CNK) and AutoNation (NYSE: AN) on February 22nd. For the full list of Revenue Reporters, see Find Alpha Merit Calendar.
IPO Activity: Another quiet week is ready for the IPO market without new prices being expected. Investors will look at the profits of Carbon Black (NASDAQ: CBLK) on February 19 and Dropbox (NASDAQ: DBX) on February 21, but above all, there is a pause as government delays are delayed. While Levi Strauss (LEVI) caused some excitement by submitting an IPO while the company appeared to enter new market categories, it postponed the public offerings of Cibus (NASDAQ: CBUS), BankFlorida (NASDAQ: BFL) and Virgin Trains (NASDAQ: VTUS ) The IPO market is heating up.
CAGNY: It is the official name of the Consumer Analyst Group of the New York Conference, but you could call it the Super Bowl of retail events, where a large number of consumer-oriented companies are hired to present. Morgan Stanley says companies expect detailed plans to revive market share and toppline trends after a gradual improvement towards the end of 2019, as well as up-to-date information on recent price action and the benefits of a recent spot commodity drop. It is also expected to discuss trends in emerging markets, M & A potential and work pressure. Morgan Stanley's analyst team sees Procter & Gamble (NYSE: PG), Church's & Dwight (NYSE: CHD) and Colgate-Palmolive (NYSE: CL) well positioned to win after their CAGNY talks. Other companies in Boca Raton from 18 to 22 February are European partners of Coca-Cola (NYSE: CCEP), General Mills (NYSE: GIS), International Flavors & Fragrances (NYSE: IFF), Ingredion (NYSE: INGR), Johnson & Johnson (NYSE: JNJ), Mondelez International (NASDAQ: MDLZ), Performance Food Group (NYSE: PFGC), Sysco (NYSE: SYY), Tyson (NYSE: TSN), Hershey (NYSE: HSY), Kellogg (NYSE : K), McCormick (NYSE: MKC), Altria (MO), PepsiCo (NYSE: PEP), Philip Morris International (NYSE: PM), JM Smucker (NYSE: SJM), Constellation Brands (NYSE: STZ), Coca-Cola (NYSE): KO), Newell Brands (NASDAQ: NWL), Church & Dwight (CHD), Clorox (NYSE: CLX), Herbalife (NYSE: HLF), Spectrum Brands (NYSE: SPB), TreeHouse Foods (NYSE: THS ) and Unilever (NYSE: UN).
Prospective Dividend Change (Quarterly): Analog Devices (NASDAQ: ADI) from $ 0.48 to $ 0.52, Albemarle (ALB) from $ 0.335 to $ 0.35, CenturyLink (NYSE: CTL) 0.55 USD to 0.5 USD, Danaher (NYSE: DHR) to 0.18 USD from 0.16 USD, Digital Realty (NYSE: DLR) to 1.07 USD from 1.01 USD to Essex Real Estate (NYSE: ESS) at $ 1.93 from $ 1.86, Foot Locker (NYSE: FL) at $ 0.38 from 34.5 genuine parts (NYSE: GPC) to $ 0.75 from $ 0.72, Garmin (NASDAQ : GRMN) at $ 0.55 from $ 0.53, LyondellBasell (NYSE :): LYB) at $ 1.04 from $ 1.00, PSEG (NYSE: PEG) at $ 0.47 from $ 0.45, Prologis (NYSE: PLD) to $ 0.50 from $ 0.48, Sempra (NYSE: SRE) to $ 0.755 from $ 0.85, TJX (NYSE: TJX) to $ 0.15 from $ 0.195, Waste Management (NYSE : WM) at $ 0.5125 from $ 0.465, Williams Cos (NYSE: WMB) at $ 0.38 from $ 0.34. Walmart (WMT) at $ 0.53 from $ 0.52, Xcel Energy (NYSE: XEL) at $ 0.40 at $ 0.38, Armada Hoffler (NYSE: AHH) at $ 0.21 at $ 0.20 , Cogent Comms (NASDAQ: CCOI) at $ 0.58 from $ 0.56, Cinemark (CNK) to CyrusOne (NASDAQ: CONE) at $ 0.3 from $ 0.31 to $ 0.42, Carters (NYSE: CRI) at $ 0.49 from $ 0.45, Cubic (NYSE: CUB) at $ 0.15 to $ 0.15, Dicks Sporting (NYSE: DKS) at $ 0.2475 at Domino Pizza Inc. (NYSE: DPZ) to $ 0.65 from $ 0.55, Comfort Systems USA (NYSE: FIX) to $ 0.095 from $ 0.09, James River Group (NASDAQ: JRVR) to $ 0.35 from $ 0.30, LeMaitre Vascular (NASDAQ: LMAT) to $ 0.085 from $ 0.07, ManTech (NASDAQ: MANT) to $ 0.29 from $ 0.25, Marcus Corp (NYSE: MCS) to $ 0.175 from $ 0.15, MGP Ingredients (NASDAQ: MGPI) at $ 0.09 from $ 0.08, Insperity (NYSE: NSP) at $ 0.25 from $ 0.20, Universal Indication (NASDAQ: OLED) at $ 0.09 from $ 0.06 , Old Republic (NYSE: ORI) at $ 0.1975 from $ 0.195, Storm Ruger (NYSE: RGR) at $ 0.30 from $ 0.21, Re / Max (NYSE: RMAX) at $ 0.22 from $ 0.20, Opportunity for Retail (NASDAQ): ROIC) to $ 0.20 from $ 0.195, Ruth's Hospitality (NASDAQ: RUTH) to $ 0.12 from $ 0.11, Service Corp. (NYSE: SCI) to $ 0.19 from $ 0.17, Phone & Data (NYSE: TDS) to $ 0.17 from $ 0.16, Texas Roadhouse (NASDAQ: TXRH) to $ 0.27 from $ 0.25, Domtar (NYSE: UFS) to $ 0,445 from $ 0,435.
Samsung: Samsung (OTC: SSNLF) plans to open three retail stores in the US next week. The company also hosts an inaugural event on February 20 for the new Galaxy S10 and other products.
New York Toy Fair: More than 30,000 studio employees, shoppers and toy company representatives will arrive in Manhattan from February 16th to 19th to attend the annual toy show, according to Variety. It is expected that over 7K international buyers will be in the house for the event. Some of the most notable companies include Mattel (NASDAQ: MAT), Hasbro (NASDAQ: HAS), Funko (NASDAQ: FNKO), Spin Master (OTC: SNMSF) and JAKKS Pacific (NASDAQ: JAKK). The toy industry could lower its share price by 18% on Friday after Mattel's devastating guidelines.
Analyst / Investor Meeting: Ameren (NYSE: AEE) from February 20 to 21, Allakos (NASDAQ: ALLK) on February 19; Regenxbio (NASDAQ: RGNX) on February 21st.
Business Update Updates / Views: Intercontinental Exchange (NYSE: ICE) on February 19, Raymond James Financial (NYSE: RJF) on February 20.
M & A Treat: Cronos Group shareholders (NASDAQ: CRON) will convene on February 21 to discuss the $ 2.4 billion investment by Altria Group (NYSE: MO) to vote $. Rent A Center attorneys (NASDAQ: RCII) will inquire after the court proceedings with Vintage Capital.
Barclays Industrials Select Conference: The Conference arrives at an unclear moment in Chinese trading Stocks of the air and transportation / logistics industry are still moving and volatility is increasing. Companies to attend the event, which is scheduled for February 20-21, include Caterpillar (NYSE: CAT), Cummins (NYSE: CMI), JetBlue (NASDAQ: JBLU), Norfolk Southern (NYSE: NSC ), Parker-Hannifin (NYSE: PH)), Regal Beloit (NYSE: RBC), Roper Technologies (NYSE: ROP), Sensata Technologies (NYSE: ST), Summit Materials (NYSE: SUM), Textron (NYSE: TXT) , United Continental (NASDAQ: UAL), Gardner Denver (NYSE: GDI), Union Pacific (NYSE: UNP), United Technologies (NYSE: UTX), Woodward (NASDAQ: WWD), XPO Logistics (NYSE: XPO), Honeywell ( NYSE: HON), Aptiv (NYSE: APTV), CH Robinson (NASDAQ: CHRW), Danaher (DHR), Spirit Airlines (NASDAQ: SAVE), Rockwell Automation (NYSE: ROK), CF Industries (NYSE: CF), Johnson Controls (NYSE: JCI), General Dynamics (NYSE: GD), Lear (NYSE: LEA), United Technologies (UTX), JB Hunt Transportation (NASDAQ: JBHT), Boeing (NYSE: BA), 3M (NYSE: MMM ) and Avery Dennison (NYSE: AVY).
Breakfast wars: McDonald's (NYSE: MCD) introduces donut sticks into selected US warehouses on February 20. The direct challenge to Dunkin 'Donuts (NASDAQ: DNKN) and Krispy Kreme from McDonald's until the restaurant is a time-limited battle results of chain measurement.
Rocket Ride: A SpaceX (SPACE) Falcon 9 rocket is due to launch sometime in the window from 21 to 22 February. The rocket will carry the communications satellites PSN 6 and the Space Lunar Lunar, which will be the first Israeli spacecraft to be out of Earth orbit and the first private lander on the Moon.
Box office: Fox (NASDAQ: FOXA) Alita: Battle Angel, Warner Bros. & # 39; (NYSE: T) The Lego Movie 2 and Universal's Happy Death Day 2U (NASDAQ: CMCSA) are expected to exceed $ 20 million for the three-day weekend.
Barrons mentions: Lowes (NYSE: L) is called a conglomerate that investors can love because of their large discount on net asset value estimates. In the US, marijuana operators such as Curaleaf Holdings (OTCPK: CURLF), Acreage Holdings (OTCQX: ACRGF), Green Thumb Industries (OTCQX: GTBIF), MedMen Enterprises (OTCQB: MMNFF), Harvest Health & Recreation (OTCPK) are cautious: HTHHF), iAnthus (OTCQX: ITHUF) and Trulieve Cannabis (OTCPK: TCNNF). Even though the $ 50 billion in annual black market spending could apply to a new consumer goods industry, the path to profitability is stony. The release cites stocks that are attracting attention before a data center boom, with Equinix (NASDAQ: EQIX), CoreSite Realty (NYSE: COR), Iron Mountain (NYSE: IRM), and InterXion Holding (NYSE: INXN) forming the list  Sources: CNBC, Nasdaq, EDGAR, Reuters, Bloomberg
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