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Contrarian Investor Media's avatar
$92.8m follower assets
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

Read more or listen to the podcast here:
https://contrarianpod.substack.com/p/construction-spending-earnings-daily?r=ag2nj&s=w&utm_campaign=post&utm_medium=web
Construction Spending, Earnings: Daily Contrarian, May 2
Construction Spending, Earnings: Daily Contrarian, May 2
Listen now (5 min) | Stocks are attempting to rebound from Friday’s selloff...
contrarianpod.substack.com
Andermatt Research's avatar
$2.5m follower assets
Margin of Safety in Hydrocarbons
Factors Putting A Floor In Hydrocarbons
  1. Global Energy Demand
  2. WTI Crude Oil Curve
  3. Financing Standards
  4. Emission Scenarios - Demand Divergence
  5. Lack of Demand Destruction
  6. Demand (In)Elasticity

Midstream & Deepwater Drilling
  1. Energy Transfer ($ET)
  2. Transocean ($RIG)

This post was published on March 26, 2022. Appreciate your sign ups on Substack (the newsletter is free and aims to optimize for time spent and knowledge acquired when reading Andermatt's research.)
$XLE $AMLP $CVX $XOM $USO $LNG $SWN $DVN $SD
https://andermattresearch.substack.com/p/margin-of-safety-in-hydrocarbons?s=w
Margin of Safety in Hydrocarbons
Margin of Safety in Hydrocarbons
Factors putting a floor under hydrocarbons and ways to get exposure
andermattresearch.substack.com
Alberto Wallis's avatar
$8.7m follower assets
Upcoming Earnings Calendar (Feb 14th - 18th)
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.

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.

MON:


TUE:


WED:


THU:


FRI:
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Alberto Wallis's avatar
$8.7m follower assets
Upcoming Earnings Calendar! (Nov 1-5)
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?
  • $COIN metrics on the NFT market.
  • $PENN and $DKNG update on the mobile sports betting market.
  • $ATVI number of Call of Duty Warzone players. The last reported number was 100MM.
  • $CRSR: comments on the supply chain issues they're experiencing.
  • $MELI: update on the Brazilian e-commerce market. Relevant for $SE's expansion.
Comment below which earnings report you are looking forward to the most!
Friendly reminder: you can automatically sync your portfolio's earning dates to your personal calendar with just a couple of clicks here.

MONDAY
BMO: $ON $CRNT $CNA $ALX $PCG $JELD $TKR $TRVG $AMG $SXC $SBT $ENBL $LDI $BEN
AMC: $CHGG $NXPI $CLX $FANG $SPG $RIG $MOS $ANET $CLR $CAR $WMB $ZI $O $NTR

TUESDAY
BMO: $CRSR $RACE $UAA $CTLT $BP $EL $GPN $GNRC $LPX $RL $ARCB $EPD
AMC: $AMC $APPS $ATV $ZG $TMUS $LYFT $VRTX $AYX $PGR $SEDG $DVN $XPO

WEDNESDAY
BMO: $CVS $BCRX $WING $NCLH $MAR $DISCA $EXPI $CWH $EAT $LL $SMG $CPRI $RADA
AMC: $ROKU $ETSY $QCOM $FSLY $SKLZ $TTWO $ET $MRO $SPWR $SAND $MGNI $EA $CAKE

$TXG $ONEM $FOX $ACEL $ARAY $ADPT $ATGE $ALG $ALB $AMOT $ALL $ALTM $UHAL $AFIN

THURSDAY
BMO: $MRNA $PENN $VIAC $GOLD $NKLA $W $ERJ $CYBR $HIMX $DDOG $MBUU $VSTO $REGN
AMC: $PINS $ABNB $PTON $SQ $RKT $UBER $SWKS $BNGO $NVAX $NET $MELI $OXY $DBX

FRIDAY
BMO: $COIN $DKNG $CGC $GT $MGA $ENB $TEN $AMXC $CNK $D $ELAN $AXL $FLR
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Longest holders

Travis
@unholyplace
412 days
Brian Douglas
@wasted777
411 days
Arthur Bruno
@bruno.invest
230 days
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