Dell Technologies

Hey guys! Here's the upcoming earnings calendar! Several very interesting reports coming up. Here's what I'll be looking forward to.

If you'd like an easier way to track earnings dates, you can automatically sync your portfolio's earning dates to your personal calendar with just a couple of clicks here.

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Last week, before the release of the November CPI, Fincredible released its latest MacroTalk covering the topic of inflation. In it, they go over what CEOs and CFOs have recently been seeing regarding their costs and prices.

From the post, it was clear that inflation is still running hot, and that it will likely stay that way in the upcoming quarter. For example, here are three quotes extracted from the Macrotalk that illustrate the point:

For now, the CPI and companies agree: inflation is running hot. Next quarter we'll get a new round of earnings calls that will hopefully give us more visibility into the inflation for the full year 2022.

If you'd like to read the whole post, here's the link:

Includes quotes from $DIS $CBRL $BJ $HD $LOW $WMT $KR $SJM $BMO $DCI $ESE $TTI $GSM $DNMR $DELL $ADI

In this week's Fincredible MacroTalk, we go over retailers' earnings calls to get a sense of the strength of the US consumer.

In the past few weeks, companies like $WMT, $TGT, and $BBY reported strong volume sales despite higher inflation, the end of government stimulus, and a shift in spending towards services. While these results appear to show a strong consumer and robust demand for goods, there's also the possibility that some of it can be attributed to early holiday shopping.

Here are four quotes on what these companies are seeing:

If you'd like to read the whole post, here's the link: Fincredible MacroTalk.

Quotes from: $TGT $AMZN $WMT $TSN $JWN $DKS $AEO $URBN $BBY $HD $HPQ $DELL

A very light earnings week up ahead. I'm mostly interested in Zoom $ZM. I think the stock's valuation is starting to make some sense if they can continue growing their paid user base or adding other features. I'm also interested in seeing what Best Buy $BBY has to say about the consumer demand for electronics and some comments on supply chain issues.

Remember, if you'd like an easier way to track earnings dates, you can automatically sync your portfolio's earning dates to your personal calendar with just a couple of clicks here.

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$NTNX Nutanix

$URBN Urban Outfitters

$VMW VMware

$ADSK Autodesk

$DELL Dell

$BBY Best Buy

$DLTR Dollar Tree

$HRL Hormel Foods

$TIF Tiffany

$SJM JM Smucker

$GPS Gap

$PLAN Anaplan

$DKS Dick's Sporting Goods

$PSTG Pure Storage

$JWN Nordstrom

$DE John Deere

None of interest

None of interest

$PANW Palo Alto Networks

$CRM Salesforce

$INTU Intuit

$ADSK Autodesk

$HRL Hormel Foods

$SJM Smucker

$HPE Hewlett Packard

$SPLK Splunk

$TIF Tiffany & Co

$BOX Box

$ESTC Elastic NV

$VMW VMware

$LULU Lululemon

$WDAY Workday

$DELL Dell

$OKTA Okta

$DLTR Dollar Tree

$ULTA Ulta Beauty

$BIG Big Lots

Sources include Business Insider and Yahoo Finance