Earnings season (finally) getting into full gear!
So many interesting companies announcing earnings next week. Here are is the Fincredible Featured list. View all
here.
Here are some I own / or particularly interested in
$JNJ - very interested to see results in the medical devices segment. Specifically are their signs of closing the gap with
$ISRG with their new platform and are elective surgeries coming back
$ISRG - flip side of the
$JNJ narrative. I love it when competitors announce close to each other :)
$NFLX - international subscriber numbers
$T - update on discovery spin-off, dividend and 5G capex
$XM -
$MNTV is my top 3 holding based on thesis they are making inroads in enterprise market, which
$XM dominates. Big enough market for both but want some context.
A few companies like
$PG on inflation numbers, but I suspect
@awallis will be kinda enough to provide a
MacroTalk update on this topic again