What Happened Last Week in Special Sits Land?
A lot - here are ten highlights!

  • Kohl's $KSS bidder Franchise Group $FRG is considering lowering its offer to $50 per share.

  • PBF Logistics $PBFX gained as PBF Energy $PBF disclosed it was mulling a takeover bid.

  • Spirit $SAVE amended its merger agreement with Frontier $ULCC, shunning JetBlue’s $JBLU $33.50 per share proposal.

  • Celsius Holdings $CELH may be a takeover target for Pepsi $PEP.

  • Occidental Petroleum $OXY may be the next takeover target of Buffett’s Berkshire $BRKB as it continues to buy additional shares.

  • Seagen $SGEN merger talks with Merck $MRK are reportedly picking up pace.

  • New Relic $NEWR Jana Partners added to its stake.

  • Kellogg $K announced spin-offs of its cereal and plant-based businesses, separating them from its snacking business.

  • Zendesk $ZEN agreed to a buyout by Hellman & Friedman + Permira.
A Weekly Update on Special Situations
  • Continental Resources $CLR received an unsolicited take-private proposal from its controlling shareholder.

  • NCR $NCR said it was deciding between a sale of the entire company or splitting into two.
"The conversations with potential suitors have been extremely constructive."
– Michael Nelson, NCR Corp – VP of IR & Treasurer – at RBC Capital Markets Financial Technology Conference

  • Mereo BioPharma $MREO reportedly draws takeover interest from AstraZeneca $AZN.

  • Paya Holdings $PAYA reportedly exploring a sale amid takeover interest.

  • Seagen $SGEN reportedly in takeover talks with buyers including Merck $MRK.

  • FedEx $FDX announced a 50% dividend hike and a cooperation agreement with D.E. Shaw regarding board composition.

  • Radius Health $RDUS 15% shareholder Rubric Capital sent a letter backing activist investor’s board slate.

  • Templeton Global $GIM activist Saba Capital commented on Templeton’s attempt to invalidate shareholder vote at AGM.

  • Bausch Health $BHC suspended the planned IPO of its Solta skin-care business.

Thanks for reading! Until next week.
What to watch for the week beginning 6/6/22
Check out my watchlist of potential market catalysts I’m most interested in for the week beginning June 6th. Feel free to save it for reference, repost it online and share it in your trade groups. Let me know what you’ll be watching this week and be sure to follow me for more helpful graphics. $SPY $QQQ $AMZN $AAPL $NVDA $TSM $FB $DOCU $AMD $INTC $UBER $ABBV $MRK
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Portfolio Performance - April 2022
Not pretty at all this month, but as a long term investor I feel I picked up some bargains that will see me in good stead in the years to come.

Income portfolio slightly outperformed the SPY, still negative in terms of capital gain but up overall with currency gains.Biggest gainer was $MRK up 10%, biggest loser was $TROW down 20%.

Growth and Value portfolio was in the toilet as expected with this months turmoil. Biggest gainer was $DJP up 10%, biggest loser clearly $TDOC down 50% for the month.

Swings were also hammered, $NOTV down 42%, took profits on $JOB after a 10 month wait. Yes I am a notorious bag holder an I understand the concept of stopping out and getting into other winners - I just can't take the realised loss :)
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$TROW Ihave been adding to since I got in off 85% from 52 week highs. Ring a dividend aristocrat, I would be more than comfortable holding for ten years, or I can sell when it reverts the mean and swings closer to fair value. With one of my top 5 picks like T. Rowe, I’ll keep adding the as long as they want to be this irrational.
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GDP, Earnings Dump: Daily Contrarian, April 28
Good morning contrarians! Stock futures are rebounding a day after another reversal saw major U.S. indexes finish roughly flat.

It’s a massive day for earnings with a whole bunch of companies due to report in the pre-market alone. Notables include $CAT $MO $TWTR $MRK $NOC $DPZ $KDP

After the close we will hear from $AAPL and $AMZN

Also first-quarter GDP is out at 0830

Read more here, or listen to the podcast:
Q1 2022 earnings reports from many Dividend Stocks
Buckle up everyone, this will be a crazy week! There are so many earnings coming up and this list isn't even complete!

Having said that, what's your favorite company reporting their earnings this week?


#Earnings #stockmarket
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What to watch for the week of 3/28/22
Hey everyone! I just discovered this platform and I’m excited to be here. Seems pretty intuitive but still trying to get acclimated. Here is a small list I put together of a few of the most highly anticipated scheduled news events. Hopefully it can help you navigate your investing and trading decisions in the market. Save this image for your reference, upvote it, follow me, and be sure to check the link in my bio for other helpful infographics like this. Best of luck to us all this week.
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More detailed information to look out for below ⬇️
  • 🗂 Nonfarm Payrolls report for March could help markets get a sense of whether the Fed's roadmap for rate hikes is too aggressive or not aggressive enough. Economists are expecting the U.S. economy to have added 475,000 jobs, after 678,000 were created in February. Average hourly earnings are forecast to increase 5.5% on a year-over-year basis, while the unemployment rate is expected to tick down to 3.7%.
  • 📈 Inflation Data ahead of the jobs report. The U.S. is set to release February figures on personal income and spending on Thursday. The report contains personal consumption expenditures data, a gauge of inflation closely watched by the Fed. Economists are expecting the core PCE price index to rise 5.5% on an annual basis, staying well above the Fed's 2% inflation target.
  • 🛢Oil prices notched up their first weekly gain in three last week, with Brent up more than 11.5% and WTI gaining 8.8%. Oil prices have spiked - rising 50% since the start of the year. Rising oil prices have been fueling inflation expectations, burying the hopes of global central bankers that the inflation stoked by pandemic-era stimulus packages would be transitory. Jerome Powell said last Monday that the U.S. economy is clearly better able to withstand an oil shock now than in the 1970s. The U.S. is the world's largest oil producer.
  • 📉 Wall Street's three main indices ended last week higher, with the Nasdaq and the S&P 500 rising 2% and 1.8%, respectively, while the Dow managed a 0.3% uptick. U.S. Treasury yields jumped on Friday, with the benchmark 10-year note surging to nearly three-year highs, as the market grappled with high inflation and a Federal Reserve that could easily spark a downturn as it aggressively tightens policy.
  • 🇪🇺 Eurozone Inflation is set to release data on Friday with economists expecting CPI to hit a new record high of 6.5% amid soaring energy costs.

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Upcoming Earnings Calendar (Jan 31st- Feb 4th)
Hey guys!

Here's the earnings calendar for next week! Here's what I'm interested in:

  • $XOM - Insights on the global oil market.
  • $GOOG - Strength of the digital ad market + growth of YouTube (since $NFLX slowed down).
  • $FB - Comments on their strategy to monetize Whatsapp (I don't expect any, but one can hope).
  • $SPOT - They recently expanded to other markets, so maybe they can maintain accelerated growth, unlike Netflix.
  • $AMZN - AWS and Advertising segment growth + impact of the increase in 3P fees.

What are you looking forward to next week?

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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February earnings
I think upcoming earnings are going to be really important in this volatile market. Companies will likely get punished (further) on even slightly bad results or outlook, and I'm hopeful strong earnings like we saw with $TEAM or $AAPL will buoy the overall market or at least software sector that I'm playing close attention to.

Personally, I have a handful of companies on my buy list including $CRM, $COUP, $ESTC, $SMAR, $POSH, but will only do so once they make it past earnings either scathed (lower price) or unscathed (peace of mind) :)

So we've put together our most anticipated earnings for all of Feb!


Keep an eye out!
2: $FB $ABBV $TMO $NVS
3: $AMZN $LLY $MRK $TNX
21: $UIS
28: $JLL TGNA $LAZR $SAIL
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Alberto Wallis's avatar
$8.6m follower assets
Fincredible MacroTalk: Omicron
The latest wave of Covid-19 is in full swing.

The rising number of cases is certainly worrisome, but since this variant appears to be less harmful than previous variants, and a big portion of the world is vaccinated, it should result in a lower number of deaths and less disruptions to the world economy.

The latest Fincredible MacroTalk explores how the current COVID wave is impacting corporations. Here are some of the most relevant quotes from the post:


The current COVID-19 wave appears to be less disruptive than previous waves, but the ripple effects from the latter continue to have an impact on the economy.


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

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