Construction Spending, Earnings: Daily Contrarian, May 2
Good morning contrarians! Stock futures are gaining a bit after a brutal sell-off on Friday. Today we have construction spending, ISM Manufacturing PMIs, and more earnings on tap including $CLX$WMB$DVN and $NXPI
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Hey guys! Here's the upcoming earnings calendar! Three of my holdings report next week.
$ABNB - The stock has held up pretty well during the market sell-off. The valuation is still high, but with re-openings the company could see a big boost this year.
$TTD - They've said Apple IDFA is a non-issue, so their growth should be great. A key indicator of ad spend.
$ROKU - The stock is down almost 64% from ATH, but the fundamentals keep improving. I expect great results from the company, with ARPU growing and margins expanding.
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Hey guys! Here's next week's earnings calendar! Several very interesting companies set to report earnings. Here's the one's I'm most excited about and why:
$APPS: any sign of iOS ad dollars shifting to android (Digital Turbine's revenues are mostly from android).
$Z: an update on the real estate market and iBuying
$LYFT and $UBER: is mobility in the US back to pre-pandemic levels?
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