Welcome to Alpha's Stocks to Watch – a preview of important events planned for next week. Follow this account and turn on the email notification to receive this item every Saturday morning in your inbox.
This week, do not hide yourself if you're a technology investor with heavyweight Facebook, Alphabet, Amazon, Intel, and Twitter because of report. Facebook (NASDAQ: FB) is expected to show a slight slowdown in DAUs and MAUs for Q2, but still showing double-digit growth for key metrics. The positive impact of Facebook's new products and the counterbalance to new regulations will be in the limelight. Meanwhile, Alphabet plans to post a $ 5.07 billion fine in its second-quarter report, which could put the analysts' expectations off balance. On the revenue side, Alphabet expects sales of $ 25.58 billion. Amazon's Q2 revenue grew 41
Notable Final Reports: Alphabet (NASDAQ: GOOGL), Halliburton (NYSE: HAL) and Hasbro (NASDAQ: HAS) on June 23; AT & T (NYSE: T), Texas Instruments (NYSE: TWX), Verizon (NYSE: VZ), Lockheed-Martin (NYSE: LMT) and United Technologies (NYSE: UTX) on July 24; Gilead Sciences (NASDAQ: GILD), Facebook (FB), Qualcomm (NASDAQ: QCOM) and Ford (NYSE: F) on July 25; Amazon (NASDAQ: AMZN), Chipotle (NYSE: CMG), Under – Armor (NYSE: UAA), Starbucks (NASDAQ: SBUX), Intel (NASDAQ: INTC), McDonalds (NYSE: MCD), MasterCard (NYSE: MA) and PayPal (NASDAQ: PYPL) on July 26; Twitter (NYSE: TWTR), ExxonMobile (NYSE: XOM), Chevron (NYSE: CVX) and Merck (NYSE: MRK) on July 27. For the full list of Revenue Reporters, see Searching for Alpha Income Calendar.
Spotlight on Starbucks: After a preliminary announcement (+ 1% worldwide comparable sales) and a late start of the marketing campaign Afternoon Made, the retail coffee giant goes into Harvester's Day with low expectations. While analysts believe Starbucks is gaining ground through digital initiatives in the US and has almost no impact from the incident in Philadelphia, the route in China is still under debate. Was the comparable sales slowdown for Starbucks in FQ2 a blip due to supply issues or a sign of competitive / pricing pressure? Starbucks is down 12% compared to its last earnings report.
IPO expected: Aquestitive Therapeutics (AQST), Bloom Energy (BE) on July 24; Aurora Mobile (JG), Pinduoduo (PDD), Tenable (TENB), Cango (CANG), Liquidia Technologies (LQDA), Berry Petroleum (BRY) on July 25; Opera (OPRA) and Endava (DAVA) on 26th July.
IPO Lockup Decline: Pagseguro Digital (NYSE: PAGS) on July 23; Menlo Therapeutics (NASDAQ: MNLO), Eyenovia (NASDAQ: EYEN) and Gates Industrial (NYSE: GTES) on July 24; Solid Biosciences (NASDAQ: SLDB), Armo Biosciences (NASDAQ: ARMO) and PlayAGS (NYSE: AGS) on July 25.
Analyst Disruption: BJ's Wholesale (NYSE: BJ), The Lovesac (NASDAQ: LOVE), Tracinda (NASDAQ: TCDA), Brightview (NYSE: BV), Neon Therapeutics (NASDAQ: NTGN), Neuronetics (NASDAQ: STIM), Uxin (NASDAQ: UXIN), Everquest (NASDAQ: EVER), HyreCar (NASDAQ: HYRE), Forty Seven (NASDAQ: FTSV), and Translate Bio (NASDAQ: TBIO) on July 23.
China: President Trump's threat to ramp up tariffs on imports from China worth $ 500 billion is likely to take a long time to play if it goes beyond negotiating tactics. "The USTR will have to publish proposed tariff lists and hold more public commenting periods before finalization, which is likely to delay additional tariffs well into the fall," notes Height Capital Markets. It does not take time to make progress, the decline of the yuan against the dollar. After the People's Bank of China set the USD reference rate at 6.6771 yuan, the yuan was trading at only 6.8363 per dollar, the weakest since June 2017. Just a partial list of companies facing pressure from China F / X at conferences The year includes Skechers (NYSE: SKX), Bausch Health (NYSE: BHC), Unilever (NYSE: UL), Wynn Resorts (NASDAQ: WYNN), Yum China (NYSE: YUM), Philip Morris International (NYSE: YUM) NYSE: PM), Abbott Laboratories (NYSE: ABT), Original Parts (NYSE: GPC), Las Vegas Sands (NYSE: LVS), and Mead Johnson (NYSE: MJN). The valuation of the impact of the CNY / US exchange rate on individual stocks could exceed the duel fees.
Expected dividend increases / decreases: Bank of America (NYSE: BAC) at $ 0.15 from $ 0.12, BB & T (NYSE: BBT) at $ 0.405 from $ 0.375, Comerica (NYSE: BAC) NYSE: CMA) to $ 0.43 from $ 0.34, Expedia (NASDAQ: EXPE) to $ 0.32 from $ 0.30, Hershey (NYSE: HSY) to $ 0.696 from $ 0.656, Kellogg (NYSE: K) too $ 0.56 from $ 0.54, Mondelez (NASDAQ: MDLZ) to $ 0.24 from $ 0.22, Oneok Inc (NYSE: OKE) to $ 0.82 from $ 0.795, Regions Financial (NYSE: RF) at $ 0.14 from $ 0.09, Synchrony Financial (NYSE: SYF) at $ 0.21 from $ 0.15, Wells Fargo (NYSE: WFC) at $ 0.43c from $ 0.39, Zions Banc (NASDAQ: ZION) to $ 0.28 from $ 0.24, Archrock (NYSE: AROC) to $ 0.13 from $ 0.12, BancorpSouth Bank (NYSE: BXS) to $ 0.155 from $ 0.14, Cheesecake Factory (NASDAQ: CAKE) to $ 0.33 from $ 0.29, Chemical Financial (NASDAQ: CHFC) to $ 0.29c from $ 0.28, Encompass Health (NYSE: EHC) to $ 0.26c from $ 0.25, Home BancShare s (NASDAQ: HOMB) to $ 0.14 from $ 0.11, Prov Ident Financial (NYSE: PFS) to $ 0.21 from $ 0.20, Papa Johns (NASDAQ: PZZA) to $ 0.265 from $ 0.225, Reinsurance Group (NYSE: RGA) to $ 0.55 from $ 0.50, interface (NASDAQ: TILE) to $ 0.07 from $ 0.065.
Extraordinary Shareholders' Meetings: Disney (NYSE: DIS) shareholders meet on July 27 to vote on the purchase of assets from Twenty-First Century Fox (NASDAQ: FOXA). Also on the calendar are special meetings for Helios and Matheson Analytics (NASDAQ: HMNY) and Farmers Capital Bank (NASDAQ: FFKT) on July 23; First Priority Financial (OTC: FPBK) and Triangle Capital (NYSE: TCAP) on 24 July; and CYS Investments (NYSE: CYS) and Two Harbors (NYSE: TWO) on July 27.
Upcoming Stock Splits: Parker Drilling (NYSE: PKD) fires a 1-by-15 reverse floor from Split on July 27.
Google Cloud Next: One of the largest cloud-focused events takes place in San Francisco, July 24-26. Speakers include numerous Google executives, as well as Accenture (NYSE: ACN), Cisco (NASDAQ: CSCO), eBay (NASDAQ: EBAY), Colgate-Palmolive (NYSE: CL) and Salesforce (NYSE: CRM) employees. , Snap (NYSE: SNAP) and Weight Watchers (NYSE: WWW)
Health Bills: The US House will consider three bills on health care next week. The limelight legislation includes a bill to definitively lift the Obamacare Medical Device Tax, which covers a variety of companies including Johnson & Johnson (NYSE: JNJ), Medtronic (NYSE: MDT), Baxter International (NYSE: BAX) and Cardinal Health (NYSE: BAX). NYSE: CAH). Also under consideration is a bill to expand health savings accounts and a bill to delay an Obamacare insurance tax by two years.
FDA Watch: The Advisory Committee on Lung Allergy Drugs Meets to Discuss GlaxoSmithKline (NYSE: GSK) sBLA for Nucala
Pharma R & D: GlaxoSmithKline announced late yesterday, that improving pharmaceutical performance, especially in pharmaceutical research and development, is a top priority. The company announces that there will be a new approach to R & D this week.
Patent Watch: The Patent Trial and Appeal Board will publish a final decision on the Pfizer Inter Partes Reviews (NYSE: PFE). and Samsung Bioepis challenge Roche's Herceptin patents
Important Cannabis Conference: The Cannabis Business Summit of the National Cannabis Industry Association and Expo 2018 will be held in Denver from 25 to 27 July. The keynote speaker is James Cole, former Deputy Prosecutor General of the US and author of the important Cole Memo on the legal landscape for cannabis in the US. In addition, representatives of Canopy Growth (NYSE: CGC), Aurora Cannabis (OTCQX: ACBFF) will be presented. , GW Pharmaceuticals (NASDAQ: GWPH), Aphria (OTCQB: APHQF), Supreme Cannabis (OTCPK: SPRWF), MedReleaf (OTCPK: MEDFF), Cronos Group (NASDAQ: CRON), Emerald Health Therapeutics (OTCQX: EMHTF), and Medicinal Marijuana (19659015) SpaceX: A SpaceX (SPACE) Falcon 9, equipped with a Block 5 Booster, is scheduled to launch from Cape Canaveral on Sunday between 1:50 am and 5:50 am ET. The rocket will carry Telesat Telstar 19 Vantage satellites. Block 5 Falcon 9 is the company's next step in fulfilling a public mission to launch a cargo mission to Mars by 2022.
2018 Comic-Con International: The comic-con runs through the weekend in San Diego. Highlights include the first trailers for Warner Bros. & # 39; the superhero movie "Aquaman and M. Night Shyamalan's Crossover Film Glass" and early insights into the new season of The Walking Dead (NASDAQ: AMCX) and the second season of Star Trek: Discovery. (NYSE: CBS). There's also a lot of buzz on the event about Disney's (DIS) recording new Star Wars clone content for its new streaming service, while Netflix (NASDAQ: NFLX) and Warner Bros. (TWX) both have great presence to add new content promote. The demand for Funko toys (NASDAQ: FNKO) is also high. Special features at the Comic-Con include a "futuristic" Taco Bell (YUM) on display and a Hyundai (OTCPK: HYMLF) Kona Iron Man Edition SUV. The winners of the under-the-radar Comic-Con could be Twitter (TWTR) and IGN (NASDAQ: JCOM) due to the large audience of live streams.
Box: Sequels dominate the scene with Universal (NASDAQ: CMCSA) Mamma Mia this weekend! Here We Go Again, Sony's (NYSE: SNE) The Equalizer 2 and BH Tilt's Unfriended: Dark Web are all open. According to Box Office Mojo, Mamma Mia is expected to be at the top of the box office by raising $ 37 million in 3317 US cinemas. Lively cash continued to produce mixed results across the exhibitors this year: AMC Networks (NYSE: AMC) + 5.6% YTD, Cinemark (NYSE: CNK) + 0.5%, Reading International (NASDAQ: RDI) -5 , 8%, IMAX (NYSE: IMAX) -2.1%, Marcus Corporation (NYSE: MCS) + 21.4%, National CineMedia (NASDAQ: NCMI) + 23%, Helios and Matheson Analytics (HMNY) -98% ,
Barron's mentions: Tech investors can migrate to companies in technology with clean balance sheets that develop fundamental technologies, reasons Tiernan Ray. Appropriate names include Lumentum Holdings (NASDAQ: LITE), Finisar (NASDAQ: FNSR), Universal Display (NASDAQ: OLED), Qorvo (NASDAQ: QRVO), Synopsys (NASDAQ: SNPS), and Oslo-traded thin-film electronics (OTCQX : TFECF). Automotive suppliers that are released from a spin-off are considered more attractive on valuation basis than the new companies. The case is made for Autoliv (NYSE: ALV) via Veoneer (NYSE: VNE) and Delphi Technologies (NYSE: DLPH) via Aptiv (NYSE: APTV). It is a match-up of return alternatives as AT & T (T) is directly compared to the iShares iBoxx $ High Yield Corporate Bond ETF.
Sources: EDGAR, Bloomberg, CNBC, CNET and Reuters.
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