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[192.64.238.54]) by mx.google.com with ESMTPS id o11-20020a056902110b00b0066e2d26e2b1si16481061ybu.538.2022.07.17.04.35.18 for (version=TLS1_3 cipher=TLS_AES_256_GCM_SHA384 bits=256/256); Sun, 17 Jul 2022 04:35:19 -0700 (PDT) Received-SPF: pass (google.com: domain of delivery_20220717073515.28405824.804028@bouncest.seekingalpha.com designates 192.64.238.54 as permitted sender) client-ip=192.64.238.54; Authentication-Results: mx.google.com; dkim=pass header.i=@seekingalpha.com header.s=sailthru header.b=KuZOCNCi; spf=pass (google.com: domain of delivery_20220717073515.28405824.804028@bouncest.seekingalpha.com designates 192.64.238.54 as permitted sender) smtp.mailfrom=delivery_20220717073515.28405824.804028@bouncest.seekingalpha.com; dmarc=pass (p=QUARANTINE sp=QUARANTINE dis=NONE) header.from=seekingalpha.com DKIM-Signature: v=1; a=rsa-sha256; c=relaxed; s=sailthru; d=seekingalpha.com; h=Date:From:Reply-To:To:Message-ID:Subject:MIME-Version:Content-Type: List-Unsubscribe; i=account@seekingalpha.com; bh=kFyZdr/yWyclJICfQZkHMQEI1dZSZwJrC/C5JHz3wG4=; b=KuZOCNCiuCDOYVEW/xqj+USYH5CAWBgu3mpHNt4AJ/EUWu/0qrZsLMe3hGBJ59H25+6pfnU0jmAc VTsM3TWeIkTpr3+OicLUcZZecf/UKgyxy3UlE26AO3TA9jZasqcBGpYgsj5F+chtNASfoChr0yju J9RlEpdoyc5pXsR6e/o= Received: from njmta-53.sailthru.com (173.228.155.53) by pmta11.sailthru.com id hqfpvc30o6ob for ; Sun, 17 Jul 2022 07:35:17 -0400 (envelope-from ) Received: from nj1-rawolive.flt (172.18.20.13) by njmta-53.sailthru.com id hqfpv81qqbss for ; Sun, 17 Jul 2022 07:35:15 -0400 (envelope-from ) Date: Sun, 17 Jul 2022 07:35:15 -0400 (EDT) From: Seeking Alpha Reply-To: wsbfeedback@seekingalpha.com To: sterlingwhg@gmail.com Message-ID: <20220717073515.28405824.804028@sailthru.com> Subject: Wall Street Breakfast: The Week Ahead MIME-Version: 1.0 Content-Type: multipart/alternative; boundary="----=_Part_25541539_1793639179.1658057715329" Precedence: bulk X-Feedback-ID: 9033:28405824:campaign:sailthru X-TM-ID: 20220717073515.28405824.804028 X-Info: Message sent by sailthru.com customer Seeking Alpha X-Info: We do not permit unsolicited commercial email X-Info: Please report abuse by forwarding complete headers to X-Info: abuse@sailthru.com X-Mailer: sailthru.com X-JMailer: nj1-rawolive.flt X-Unsubscribe-Web: https://email-st.seekingalpha.com/oc/60c1e5c4dba83e59149ff347gwu2o.h8e4/7281773d List-Unsubscribe: , X-rpcampaign: stnjl28405824 X-Spam-Status: No, score=4.2 X-Spam-Score: 42 X-Spam-Bar: ++++ X-Spam-Flag: NO ------=_Part_25541539_1793639179.1658057715329 Content-Type: text/html; charset=utf-8 Content-Transfer-Encoding: quoted-printable
Earnings reports will dominate the week as big names like Bank of America (= BAC), Netflix (NFLX), Tesla (TSLA), and Twitter (TWTR) report amid plenty o= f drama. While investors have already baked into share prices that the earn= ings season will show some disappointments and downward revisions, the late= st reads on consumer demand, labor shortages, and supply chain issues will = still be critical. The economic calendar next week includes updates on hous= ing starts, existing home sales, and the Philadelphia Fed Manufacturing Ind= ex. Federal Reserve speakers will be in a blackout period ahead of the FOMC= meeting on July 26-27, but futures trading on fed funds contract will be c= losely watched with the odds for a 100-point hike gyrating wildly. On the c= orporate calendar, Nikola (NASDAQ:NKLA) stockholders will vote again on iss= uing more shares and GameStop's (NYSE:GME) four-of-one stock split will bec= ame effective at the very end of the week. =20
3D""
<= /a> Read in Browser
 

Welcome to the Sunday edition of Wall Street Breakfast,=20 which previews events for investors to watch during the upcoming week. If y= ou want to receive this a day earlier, follow Stocks to Watch and select the option to receive email notifications.

Top News
Economic reports in the we= ek ahead

Earnings reports will dominate t= he week as big names like Bank of America (BAC), Netflix (NFLX), Tesla (TSLA), and Twitter (TWTR<= /a>) report amid plenty of drama. While investors have already baked into s= hare prices that the earnings season will show some disappointments and dow= nward revisions, the latest reads on consumer demand, labor shortages, and = supply chain issues will still be critical. The economic calendar next week= includes updates on housing starts, existing home sales, and the Philadelp= hia Fed Manufacturing Index. Federal Reserve speakers will be in a blackout= period ahead of the FOMC meeting on July 26-27, but futures trading on fed= funds contract will be closely watched with the odds for a 100-point hike = gyrating wildly. On the corporate calendar, Nikola (NASDAQ:NKLA) stockholders will vote again on= issuing more shares and GameStop's (NYSE:GME) four-of-one stock split will became effective at the v= ery end of the week.

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Earnings

<= p>

Earnings spotlight: Monday, July 18 - Bank of America (BAC), IBM (IBM), and Goldman Sachs (GS).

Earnings spotlig= ht: Tuesday, July 19 - Johnson & Johnson (JNJ), Lockheed Martin (LMT), Netflix (NFLX), Hasbro (HAS), Silvergate Capital (NYSE:SI), and

Earnings s= potlight: Wednesday, July 20 - Tesla (TSLA), Abbott Laboratories (NYSE:ABT), CSX (NASDAQ:CSX), Las Vegas Sands (LVS), Biogen (NASDAQ:BIIB), and United Airlines (UAL).

Earnings spo= tlight: Thursday, July 21 - AT&T (T), Philip Morris International (PM), Travelers Companies (TRV), Domino's Piz= za (NYSE:DPZ), Union= Pacific (UMP), Snap (SNAP), a= nd

Earnings spotlight: Friday, July 22 - Verizon Co= mmunications (VZ), American Express (TWTR)= , and HCA Healthcare (HC= A).
IPOs

<= p>IPO watch: The analyst quiet period = expires on Golden Sun Education Group (GSUN) on July 18. The IPO lockup expires = on the same day on Yoshitsu (TKLF).
Analysis

Farnborough Air S= how: The global aviation industry will be watching for headlines o= ut of the Farnborough International Airshow. Boeing will demonstrate the 73= 7 MAX 10 in a flying display and the newest 777X widebody. The company will= also highlight developments with sustainable, autonomous flight, and the e= VTOL Wisk Aero joint venture. Airbus will present the A350-900 widebody cap= abilities in a daily flying display and could also announce a deal with Del= ta Air Lines (DAL) = for more A220 narrowbody planes. Other companies due to make appearance at = the air show include NI (NATI), Ansys (NSS), Lockheed Martin (LMT), Rolls-Royce (OTCPK:RYCEY), and BAE Systems (OTCPK:BAESF). Also watch for Boom Supersonic= , which recently won commitments from United Airlines (UAL) for its Overture passenge= r supersonic jet last year that has a proposed Mach 1.7 speed and 4,250 nau= tical miles of range,

Philip Morris International earnings p= review: Philip Morris International (PM) will report earnings on July 21 to = expectations for revenue of and EPS of. CFO Emmanuel Babeau noted at a rece= nt investor conference that the underlying fundamentals remained strong, un= derpinned by the continued growth of IQOS and robust category share. Lookin= g ahead, PM plans on broadening its vapor portfolio, with the second half l= aunch of the VEEBA disposable evapor product. Guidance from PM will take in= to account the latest Russia/Ukraine situation, global inflation pressures = on consumers and a stronger U.S. dollar than was seen during the last updat= e. Bank of America believes investors are largely looking at the underlying= business, which it sees as strong with upside potential. "In addition, we = like its attractive yield, strategy to shift smokers to higher margin, less= harmful alternatives, partly offset by near term issues in E. Europe," upd= ated the firm.


Netflix earnings preview: Netflix= (NFLX) will report Q2 ear= nings after the closing bell on July 19. Consensus estimates are for Netfli= x (NFLX) to report $8.0B i= n revenue and show EPS of $2.96. Analysts are also calling for -1.9M paid s= ubscriber additions even with Stranger Things season four working in its fa= vor. "For 3Q, our informal polling of select institutional investors sugges= ts many believe 3Q sell-side targets may be too high and guidance could com= e in below Street estimates of +2.2mn adds," warns Morgan Stanley. There is= also some concern that F/X will negatively impact results for Netflix with= the company being unhedged. Meanwhile, UBS expects a cautious guide from N= FLX management even though the back half is typically seasonally stronger. = The firm forecasts 1.3M subscribers to be added in Q3 and 2.8M for the year= . "We expect net adds in '23 to bounce back to 9.5M (prior 11.5M) with a ne= w ad-supported tier helping, but competition & pressure on consumer wal= lets could drive downside," noted analyst John Hodulik. During the Netflix = earnings call, look for color on the new ad sales and marketing partnership= with Microsoft (MSFT<= /a>).
Events

Corporate events: Nikola (NKLA) shareholders are scheduled to vote on July 18 on Pro= posal 2 to increase the number of outstanding shares to 800M from 600M. Mic= rosoft (MSFT) hold= s its two-day Inspire event on July 19-20 to focus on the opportunities in = the cloud for partners. The Bloomberg Crypto Summit will take place in New = York on July 19 Speakers include representatives from FTX, Tezos (XTZ-USD), Ripple (XRP-USD), Binance, and Coinbase Global (= COIN). One of the = more intriguing sessions will cover Web 3.0, the Metaverse and Blockchain G= aming potential. Amid growing questions about consumer spending and a poten= tial trade-down effect, the National Retail Federation will hold a webinar = on July 19 to discuss consumer spending expectations for the 2022 back-to-s= chool and college shopping season. The event will highlight NRF's latest co= nsumer data. and could be noteworthy for major retail chains like Walmart (= WMT), Target (TGT), Costco (COST), Dollar General (DG), and Dollar Tree (DLTR). Capri Holdings Limi= ted (NYSE:CPRI) w= ill host an Investor Day event on July 20 with presentations and a question= and answer session with the management team. Execs from the Versace, Jimmy= Choo and Michael Kors businesses will give talks. Eliem Therapeutics (NASD= AQ:ELYM) and Cr= eatd Inc. (NASDAQ:CRTD) hav= e investor events scheduled for July 21.

Equities

<= p>Stock splits: GameStop (GME) will begin trading on a split-adj= usted basis on July 22.
Outlook

<= p>Box office preview : Disney's (DIS) Thor: Love and Th= under is expected to top the weekend box office for a second time in a row = with a haul of around $50M. Paramount's (NASDAQ:PARA) Paws of Fury: The Legend of Hank and Sony P= icture's (SONY) W= here the Crawdads Sing hope to shake up what has been a tentpole heavy summ= er. Netflix (NFLX) is runn= ing out spy film The Gray Man in 450 theaters in U.S. and Canada.
Stocks

<= p>

Barron's mentions: The public= ation sees an opportunity in apartment REIT stocks with home prices and mor= tgage rates on the rise. Apartment REITs are noted to be trading at a 21% d= iscount to the value of their underlying assets, compared to 3% a year ago.= The recommendation is to look at large-cap REITs with strong balance sheet= s, good management teams, and safe dividends with a focus in geographic are= as of the country seeing strong apartment occupancy rates. AvalonBay Commun= ities (NYSE:AVB), Equity Residential (NYSE:EQR), Camden Property Trust (NYSE:CPT), Mid-America Apartment Communities (MAA), Apartm= ent Income REIT (NYSE:AIRC), and UDR (UDR) = all make the list.

Sources: EDGAR, Blo= omberg, CNBC, Reuters.

=

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Seeking Alpha=E2=80=99s Wall Street Breakfast Podcast
Seeking Alpha's Wall Street Breakfast podcast brings you all the news you n= eed to know for your market day. Released by 8:00 AM ET each morning, it is= a quick listen that you can put on as you get ready to start your working = day.
 
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