Market Weekly: December 8 – 14 2019

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    Where have we been and where are we … Hope it is good week for all 🙂


    Super Harley

    Thank you and for the week ahead I have added some more data I hope you find useful. Christmas is getting closer ….

    Super Harley

    Notable earnings reports:

    December 9
    Casey’s General Stores (NASDAQ:CASY),
    Chewy (NYSE:CHWY),
    MongoDB (NASDAQ:MDB),
    Stitch Fix (NASDAQ:SFIX),
    Toll Brothers (NYSE:TOL),
    Vail Resorts (NYSE:MTN) ;

    December 10
    AutoZone (NYSE:AZO),
    Dave & Buster’s (NASDAQ:PLAY)
    GameStop (GME)

    December 11
    American Eagle Outfitters (NYSE:AEO),
    Lululemon (LULU)
    Tailored Brands (NYSE:TLRD)

    December 12
    Nio (NYSE:NIO),
    Adobe (NASDAQ:ADBE),
    Broadcom (NASDAQ:AVGO),
    Costco (NASDAQ:COST)
    Oracle (NYSE:ORCL)

    Super Harley

    IPO watch:

    XP (XP) is expected to price its $2B IPO on December 10
    Bill Holdings (BILL) is scheduled to price its IPO on December 11.
    OneConnect Financial Technology (OCFT) and Sprout Social (SPT) will price their IPOs on December 12.

    Super Harley

    Analyst quiet period endings this week

    YayYo (NASDAQ:YAYO) on December 9

    IPO share lockup periods expire

    CrowdStrike (NASDAQ:CRWD) and Mohawk Group (NASDAQ:MWK) on December 9,
    Fiverr (NYSE:FVRR) on December 10
    Chewy (CHWY) on December 11.

    Note on CrowdStrike shares are up more than 50% from the level where the IPO was priced, this stock also had a wild 12% swing after it;s recent earnings guidance typo correction.

    Super Harley

    Mergers and Acquisition Key Dates This week

    Go-shop period on the deal Tech Data Corporation (NASDAQ:TECD)-Apollo Global Management (NYSE:APO) deal expires on December 9.

    Acquisition Closings:

    The Vitamin Shoppe (NYSE:VSI) buyout by Franchise Group on December 11
    Fibrocell Science (NASDAQ:FCSC) buyout by Castle Creek on December 13.

    Chatter in chatrooms around Allakos (NASDAQ:ALLK), Axalta (NYSE:AXTA), Shopify (NYSE:SHOP) and Premier Inc. (NASDAQ:PINC).

    Super Harley

    I created a few new space threads also on the site;;;

    (I know CI is a big fan 🙂 )

    Please discuss and add as you choose”

    Space Launch Calender

    Morgan Stanley Space Summit – National Security – The New Space Race

    Super Harley

    Analyst and investor day events this week

    A large number of companies will be hosting events this week:
    B2Gold Corp. (NYSEMKT:BTG) on December 9;
    Enbridge (NYSE:ENB) on December 10;
    Home Depot (NYSE:HD) Quaker Chemical (NYSE:KWR), Omnicell (NASDAQ:OMCL) and LendingTree (NASDAQ:TREE) on December 11;
    Albemarle (NYSE:ALB), MetLife (NYSE:MET), Enphase Energy (NASDAQ:ENPH), Timken (NYSE:TKR) and Delta Air Lines (NYSE:DAL) on December 12;
    AGCO (NYSE:AGCO), Centene (NYSE:CNC) and Alector (NASDAQ:ALEC) on December 13.

    Super Harley

    [color=red][size=5][b]Barron’s This Weekend
    Front page is a breakout in small cap stocks …..

    Darling Ingredients (NYSE:DAR), Compass Diversified Holdings (NYSE:CODI), Qualys (NASDAQ:QLYS),Lincoln Electric Holdings (NASDAQ:LECO) and Hannon Armstrong Sustainable Infrastructure Capital (NYSE:HASI) are stocks highlighted

    Vanguard Small Cap Index (MUTF:VSMAX), Royce Special Equity (MUTF:RYSEX) and Janus Henderson Small Cap Value (MUTF:JSCVX) are funds highlighted

    Expedia (NASDAQ:EXPE)[/b] remains a solid enterprise, with its core business—hotel bookings—growing 10% this year Expedia trades at 15.4 times forward four-quarter estimates, a wide discount to its historical average of more than 20 times, and to the S&P 500 index overall.

    Macy’s (NYSE:M) is described as a work still in progress. The department store chain’s long-term debt of $4.7B and long-term lease liabilities of $2.8B are seen as tough obstacles for a full recovery in share price.

    Super Harley

    More Fake Meat Worth checking Out This Week…

    Calyxt (NASDAQ:CLXT) is a small plant-based tech company due to present at the Jefferies Alternative Protein Summit on December 10 in New York City. Calyxt CEO Jim Blome will be discussing the path ahead.

    A little hype and would expect Beyond Meat (NASDAQ:BYND) and Impossible Foods (IMPSBL) will be mentioned repetively at the event.

    Super Harley

    Goldman Sachs US Financial Services Conference December 10-11 in New York City.

    At the conference Aflac (NYSE:AFL), American International Group (NYSE:AIG), AssetMark Financial (NYSE:AMK), Ares Management (NYSE:ARES), American Express (NYSE:AXP), Blackstone (NYSE:BX), Citigroup (NYSE:C), Citizens Financial Group (NYSE:CFG), Comerica (NYSE:CMA), CME Group (NASDAQ:CME), Evercore (NYSE:EVR), JPMorgan (NYSE:JPM), KeyCorp (NYSE:KEY), Moelis (NYSE:MC), Nasdaq (NASDAQ:NDAQ), PNC Financial (NYSE:PNC), Prudential Financial (NYSE:PRU), T. Rowe Group (NASDAQ:TROW), Tradeweb Markets (NASDAQ:TW), Wells Fargo (NYSE:WFC), Zions Bancorporation (NASDAQ:ZION), Allstate (NYSE:ALL), AssetMark Financial (AMK), Apollo Global Management (APO), Athene Holding (NYSE:ATH), Bank of America (NYSE:BAC), Black Rock (NYSE:BLK), Carlyle (NASDAQ:CG), AXA Equitable (NYSE:EQH), First Horizon National (NYSE:FHN) First Republic Bank (NYSE:FRC), Huntington Bancshares (NASDAQ:HBAN), Intercontinental Exchange (NYSE:ICE), KKR (NYSE:KKR), Northern Trust (NASDAQ:NTRS), U.S. Bancorp (NYSE:USB) and Victory Capital (NASDAQ:VCTR).

    Super Harley

    Deutsche Bank 2019 AutoTech Conference in San Francisco, Calif., on Tuesday, Dec. 10.

    Ford (NYSE:F) exec Marion Harris will discuss how the automaker is leveraging the benefits of vehicle connectivity to improve customer experience, company fitness and strength of its commercial vehicle services.

    Also attending is NVidia (NVDA), Ambarella (NASDAQ:AMBA) and NXP Semiconductors (NXPI).

    NVidia likely to give an update on ther self driving exploits

    Super Harley

    Cisco (NASDAQ:CSCO) New innovations for the “Future of the Internet” at an event on December 11.

    Cisco Chairman/CEO Chuck Robbins and members of Cisco’s leadership team will share their vision for the future Internet and what it can help organizations around the world achieve.

    Super Harley

    Ionis Pharmaceuticals (NASDAQ:IONS) Business Update

    IONSl host a webcast on December 13th to take a deep dive into antisense technology, Ionis’ proprietary RNA-targeted drug discovery platform. The two-hour webcast will include presentations from Ionis’ key architects and pioneers of RNA-targeted therapeutics. see either Joker and Just Mercy make the cut.

    Super Harley

    [color=red][size=5][b]Clinical Updates
    ArQule (NASDAQ:ARQL) Clinical Update

    To present final clinical data from the company-sponsored phase 1 study of ARQ 531 on December 9.
    MacroGenics (NASDAQ:MGNX)[/b]

    Conference call to discuss Flotetuzumab at ASH.

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