Del Taco Restaurants Inc
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**@Bitboy_Crypto:** This is a strong list. Very strong. Can’t knock it so here is a related list.Too 3 Underrated Fast Food Chains1. Long John Silvers2. Taco Bell3. Krystal https://t.co/F6WMo86Fmg https://twitter.com/Bitboy_Crypto/status/1526016507305762818
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havent had taco bell in probably decades, hence why I am still alive
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obv. taco bell/mcdonalds had to finally give up on the $1 dollar menu. and the $5 footlong aint a thing really.
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nav with certainty like flatulence after Taco Bell
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lmao man what a chart > @lucullus said: taco bells per pop versus life expectancy
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taco bells per pop versus life expectancy
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BEYOND MEAT FALLS AFTER TACO BELL REFUSES TO TEST GRILLED MEAT SUBSTITUTE
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**@CNBC:** Jack in the Box buys Del Taco in $575 million deal https://t.co/N9sW9KiVJP https://twitter.com/CNBC/status/1467843796935356422
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hahaha > @dros said: you ever eat a sandwich you thought was a taco but it was a churro?
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you ever eat a sandwich you thought was a taco but it was a churro?
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soft shell fish taco
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U.S. equity futures extended gains, looking to build on the upward momentum Thursday as corporate earnings and improving sentiment offset persistent concerns that inflation will continue to weigh on markets over the months ahead. It was a stellar performance for U.S. stocks on Thursday as all eleven S&P 500 Index sectors advanced in a rally led by materials and technology following better-than-expected corporate earnings, slightly lower than expected inflation data and lower-than-forecast jobless claims, The easing in producer price inflation added to the market “risk-taking”, sending the yield on the 10-year Treasury as low as 1.505%. The dollar pared losses while commodities and precious metals gained. When it was all over, the S&P 500 closed up 1.7% for its biggest gain in 7-months (up about 18% in 2021, and it is down just over 2% from its Sept. 2 record high close) and on the verge of moving back above its 50-DMA (stands at 4,436). The Nasdaq Composite rose 1.73%, its largest % gain since May 20th and the Dow with its biggest % jump since July 20th (+1.56%). Fear continues to disappear as the CBOE volatility index (VIX) closed down 1.78 points at 16.86, for its lowest closing level since September 3rd. A busy morning ahead of for economic data with Empire manufacturing retail sales, import data and confidence readings all expected. Overseas, European stocks are on pace for their best week in seven months, while Japan’s Nikkei 225 closed at a two-week high. The Nikkei Index jumped 517 points (1.81%) to settle at 29,068, the Shanghai Index rose 14 points to 3,572, and the Hang Seng Index advanced 368 points to 25,330. In Europe, the German DAX gains 0.25% to move above 15,500, while the FTSE 100 rises 0.3% to 7,225. Bitcoin prices looking to end the week near its best levels since May, topping the $59,000 level, picking up momentum in October as prices are up roughly $18,000 in the first two-weeks of the month. Bloomberg reported overnight that the SEC is set to approve the first set of exchange traded funds linked to the world’s biggest cryptocurrency. Market Closing Prices Yesterday · The S&P 500 Index spiked 74.46 points, or 1.71%, to 4,438.26 · The Dow Jones Industrial Average rose 534.75 points, or 1.56%, to 34,912.56 · The Nasdaq Composite surged 251.79 points, or 1.73%, to 14,823.43 · The Russell 2000 Index advanced 32.21 points, or 1.44% to 2,274.18 Events Calendar for Today · 8:30 AM ET Empire Manufacturing Index for October…est. 27.0 · 8:30 AM ET Import Prices MoM for September…est. +0.6% · 8:30 AM ET Retail Sales MoM for September…est. (-0.2%) · 8:30 AM ET Retail Sales Ex Autos MoM for September…est. +0.5% · 10:00 AM ET Business Inventories MoM for August…est. +0.6% · 10:00 AM ET University of Michigan Confidence, Oct-P…est. 73.1 · 1:00 PM EST Baker Hughes Weekly rig count data Earnings Calendar: · Earnings Before the Open: BMI, $GS, JBHT, PLD, $PNC, $SCHW, SXT, TFC Sector News Breakdown Consumer · Corsair Gaming ($CRSR) sees 3Q revs about $391Mm vs est. $484Mm, cuts FY revs to $1.825-1.925B from $1.9B-$2.1B and vs est. $2.04B · Del Taco Restaurants ($TACO) 3Q adj EPS $0.11 vs est. $0.10 on revs $124.3Mm vs est. $124.9Mm, system comps +1.8% vs est. +2.4% (company +1.6% vs est. +2.38%) · Duckhorn Portfolio ($NAPA) 12M share Secondary priced at $20.50 · Sun Country Airlines ($SNCY) 8.5M share Secondary priced at $32.50 Energy, Industrials & Materials · Alcoa Corp. ($AA) another record quarter for net income; announces initiation of a quarterly cash dividend and a new $500 mln share repurchase program; Q3 adj EPS $2.05 vs. est. $1.71; Q3 sales $3.11B vs. est. $2.93B; 2021 shipment outlook for alumina and aluminum segments remains unchanged; anticipates continued positive financial results in q4 of 2021 · Boeing ($BA) former chief technical pilot was charged with fraud on Thursday for deceiving federal regulators evaluating the company’s 737 MAX jet, hindering the ability to protect airline passengers and leaving “pilots in the lurch,” the U.S. Justice Department said – Reuters · EOG Resources ($EOG) says for Q3 of 2021, anticipates a net loss of $494 mln on mark-to-market of its financial commodity derivative contracts · Virgin Galactic ($SPCE) plunges over -20%; begins planned vehicle enhancement and modification period; Unity 23 test flight rescheduled to follow completion of this program; says enhancement period about 1-month later than anticipated, and commercial service is now expected to commence in Q4 · Kosmos ($KOS) 37.5M share Secondary priced at $3.30 Financials · Discover Financial Services ($DFS) said credit card charge-off rate 1.01% at September end vs 1.14% at august end; credit card delinquency rate 0.95% at September end vs 0.92% at august end · Truist ($TFC) Q3 EPS adj $1.42 vs. est. $1.19; qtrly net interest income was down 0.4% compared to Q2 2021 and 3.8% compared to Q3 2020; Q3 revs $5.6B vs. est. $5.53B; provision for credit losses was a benefit of $324M for Q3, primarily reflecting an improving economic outlook Healthcare · Moderna ($MRNA) adding to yesterday gains after a panel of expert advisers to the U.S. FDA unanimously voted on Thursday to recommend booster shots of its COVID-19 to those age 65 and older and those at high risk of severe illness or occupational exposure to the virus · Hologic ($HOLX) announced that it has signed a definitive agreement to acquire Bolder Surgical, a privately held, U.S.-based company that provides advanced energy vessel sealing surgical devices, for approximately $160M · Neurix Therapeutics ($NRIX) 3Q EPS ($0.65) vs est. ($0.63) on revs $10.3Mm vs est. $8.5Mm · Johnson & Johnson ($JNJ) announces that LTL Management LLC, a newly created and separate subsidiary, established to hold and manage claims in the cosmetic talc litigation, has filed for voluntary Chapter 11 bankruptcy protection · MiNK Therapeutics ($INKT) 3.33M share IPO priced at $12.00 · Paragon 28 $(PNA) 7.813M share IPO priced at $16.00 Technology, Media & Telecom · Duck Creek Technologies ($DCT) Q4 non-GAAP EPS $0.02, in-line with ests; Q4 revs $70.9M vs. est. $69.1M; sees FY22 revs $292M-$300M vs. est. $303M; sees Q1 revs $68M-$70M vs. est. $68.7M · Adtran ($ADTN) guides Q3 revenue $138M below consensus of $148.9M; sees Q3 gross margin at 34.6 and operating loss of $2.6M · Paltalk ($PALT) 1.35M share Spot Secondary priced at $7.50
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Thursday, October 14, 2021 Futures Up/Down % Last Dow 205.00 0.60% 34,461 S&P 500 28.25 0.67% 4,384 Nasdaq 116.50 0.79% 14,880 Stock futures are jumping overnight, extending yesterday’s gains ahead of key earnings reports and inflation data. Stocks advanced on Wednesday as the S&P 500 and Nasdaq outperformed after a choppy session, with Big Tech doing much of the heavy lifting, led by shares of Microsoft, Amazon, Alphabet, and Nvidia. Minutes from the September Federal Reserve policy meeting showed central bankers signaled they could start reducing crisis-era support for the economy in mid-November, although they remained divided about how soon they may need to raise interest rates. Inflation data was in-line with forecast for consumer prices ahead of today’s producer price index at 8:30 AM ET. Banks the other top story with earnings this week, with JPMorgan falling after its third-quarter earnings beat expectations. Bank of America, Citigroup, Wells Fargo and Morgan Stanley are set to report results this morning. In Asian markets, The Nikkei Index rose 410 points to 28,550, while the Shanghai Index was little changed at 3,558. In Europe, the German DAX is rising 130 points to 15,380, while the FTSE 100 gains about 50-points to move just below the 7,200 level. Market sentiment improving after a rough start to the week, helped yesterday on news Port of Los Angeles to go 24/7 joining neighboring Port of Long Beach as the expanded operations would nearly double the hours that cargo can move and help remove the glut at ports and improve inventory for retail and food stores. Oil prices rose by about 1% after the International Energy Agency said that record natural gas prices will boost demand for oil and top oil producer Saudi Arabia dismissed calls for additional OPEC+ supplies. Market Closing Prices Yesterday The S&P 500 Index gained 13.15 points, or 0.30%, to 4,363.80 The Dow Jones Industrial Average little changed, or 0.00%, to 34,377.81 The Nasdaq Composite jumped 105.71 points, or 0.73%, to 14,571.63 The Russell 2000 Index advanced 7.70 points, or 0.34% to 2,241.97 Events Calendar for Today 8:30 AM ET Weekly Jobless Claims…est. 319K 8:30 AM EST Continuing Claims…est. 2.675M 8:30 AM ET Producer Price Index (PPI) Headline MoM for September…est. +0.6% 8:30 AM ET PPI Core: Ex Food & Energy MoM for September…est. +0.5% 8:30 AM ET Producer Price Index (PPI) Headline YoY for September…est. +8.7% 8:30 AM ET PPI Core: Ex Food & Energy YoY for September…est. 7.1% 10:30 AM ET Weekly EIA Natural Gas Inventory Data 11:00 AM ET EIA Weekly Inventory Data Earnings Calendar: Earnings Before the Open: BAC, C, CMC, DPZ, MS, PGR, UNH, USB, WBA, WFC Earnings After the Close: AA, DCT, TACO Other Key Events: Piper Insurance Summit in New York, 10/14 Macro Up/Down Last Nymex 0.87 81.31 Brent 0.97 84.15 Gold 4.90 1,801.60 EUR/USD 0.0014 1.1606 JPY/USD 0.17 113.41 10-Year Note -0.017 1.532% World News China sept. consumer prices rise7% y/y vs. est. 0.8%; China sept. producer prices rise 10.7% y/y vs. est. 10.5% Oil demand is set to jump by half a million barrels per day (bpd) as the power sector and heavy industries switch from other more expensive sources of energy, the IEA said, warning that the energy crunch could stoke inflation and slow the world’s economic recovery from the COVID-19 pandemic. In its monthly report, the IEA increased its global oil demand growth forecast by 170,000 bpd to 5.5 million bpd for 2021 and by 210,000 bpd to 3.3 million bpd for 2022. The agency now expects total oil demand in 2022 to reach 99.6 million bpd Sector News Breakdown Consumer Bed Bath & Beyond ($BBBY) downgraded to Underweight from Equal Weight at Morgan Stanley Wayfair ($W) downgraded to Underweight from Equal Weight at Morgan Stanley Esports Entertainment Group ($GMBL) rises after forecasting higher revenue in FY22 saying it expects net revenue to increase by at least 490% to $100 mln to $105 mln in FY22 driven primarily by the multiple acquisitions completed in calendar 2021 Good Times Restaurants ($GTIM) said Q4 YoY same store sales ended sept. 28, 2021 decreased 0.2% for its good times brand & increased 22.8% for its Bad Daddy’s brand Hyzon Motors ($HYZM) said in 2022, expects to increase capacity to up to 1,000 trucks/year through operational updates, addition of second shift in Europe facility Winnebago ($WGO) announces new $200M share repurchase authorization Energy, Industrials and Materials Occidental ($OXY) agreed to sell its interests in two Ghana offshore fields for $750 million to Kosmos Energy (KOS) paying $550M and Ghana National Petroleum Corporation paying $200M, prior to closing adjustments to reflect an April 1, 2021 effective date The American Petroleum Institute (API) WD-40 ($WDFC) approves new $75M share repurchase plan Matrix Nac ($MTRX) awarded multiple contracts for electrical infrastructure work that, in aggregate, totals about $50 mln The American Petroleum Institute (API) showed a build of 5.21M barrels of oil for the week ending October 8, a draw of 4.58M barrels, distillate inventories show a draw of 2.71M barrels and Cushing inventories show a draw of 2.28M barrels. Steel Dynamics ($STLD) CEO said steel prices, driven to nosebleed highs by surging demand, should start to “erode” by the first part of next year as COVID-related supply bottlenecks ease and new domestic production comes online. UPS ($UPS) upgraded to Buy from Hold at Stifel The Biden administration unveiled plans to hold as many as seven government auctions of offshore wind development rights in the next four years (watch shares of AGR, RDSA) Financials S.-listed Chinese online brokerages Futu Holding ($FUTU) and UP Fintech Holding ($TIGR) face regulatory risks as China’s personal data privacy law takes effect Nov. 1, the official People’s Daily said in an analysis on its website. Such brokerages could violate data privacy rules and also runs compliance risks, the article said. S. Bancorp ($USB) Q3 EPS $1.30 vs. est. $1.16; Q3 revs $5.89B vs. est. $5.77B; return on average assets 1.45% vs. 1.17% y/y; return on average equity 15.9% vs. 12.8% y/y; net charge-offs $147 million, -71% Yoy Healthcare UnitedHealth ($UNH) Q3 adj EPS $4.52 vs. est. $4.41; Q3 revs $72.34B vs. est. $71.19B; Q3 beat helped by a jump in revenue from its Optum unit that manages drug benefits, rising 14%; raises FY21 adjusted EPS view to $18.65-$18.90 from $18.30-$18.80 (est. $18.75) Perrigo ($PRGO) upgraded to Outperform from Market Perform at Raymond James with a $59 price target saying the recently announced acquisition of leading branded consumer play HRA Pharma is expected to immediately boost the company’s profitability back to 2019 levels while delivering on its goal of becoming a pure-play consumer health company by 2023 Sarepta ($SRPT)17M share secondary priced at $81 per share Lucid Diagnostics ($LUCD) 5M share IPO priced at $14 per share Agilent Technologies Inc. ($A) said its Ki-67 IHC MIB-1 pharmDx (Dako Omnis) is now FDA approved as an aid in identifying patients with early breast cancer (EBC) at high risk of disease recurrence Turning Point Therapeutics ($TPTX) and EQRx announced a clinical collaboration to evaluate elzovantinib or TPX-0022, Turning Point’s drug candidate targeting MET, SRC, and CSF1R, in combination with aumolertinib, EQRx’s drug candidate targeting EGFR for NSCLC Technology, Media & Telecom Taiwan Semiconductor Manufacturing Co. ($TSM) lifted its revenue growth forecast for 2021, citing an “industry megatrend” of strong chip demand after Q3 rev climbed 22.6% to $14.88B, in line with co’s prior estimated range of $14.6B-$14.9B and vs. est. $14.83B; Q3 profit rose 14% from a year earlier to 156.26 billion New Taiwan dollars (US$5.57 billion) AT&T ($T) upgraded to Sector Weight from Underweight at KeyBanc saying that it appears more difficult to justify further downside from current levels given simplification of the business, reduced leverage, and peers that trade at premiums GitLab ($GTLB)4M share IPO priced at $77.00 Rambus ($RMBS) announced that Rahul Mathur, senior vice president and CFO, will resign from Rambus effective November 15 to pursue another opportunity outside of the semiconductor industry; co affirmed its previously issued guidance for the third quarter fiscal year 2021. E2open ($ETWO) raises FY22 revenue view to $470M-$474M from $369M-$371M (est. $417.13M); adjusted EBITDA is expected to be in the range of $161M-$163M vs. prior guidance of $158M provided at the announcement of the BluJay transaction.
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the Taco Cartel!
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if it's taco Tuesday
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or taco places
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Friday, August 13, 2021 Futures Up/Down % Last Dow 50.00 0.14% 35,452 S&P 500 3.25 0.07% 4,457 Nasdaq 3.50 0.02% 15,081 Following a third straight record close for the S&P 500 and Dow Jones Industrial Average, futures are again looking to push higher, building on the continued upward momentum. Volumes were very light on Thursday and market breadth was negative, but that didn’t stop major averages from climbing all day despite another rise in producer prices (PPI inflation data) as the S&P 500 recorded its 47th record close this year (on track to beat its record of 62 record highs registered in 2017). Volume on U.S. exchanges was just 8.38 billion shares, making it one of the slowest trading days of the year. The average for the full session over the last 20 trading days is around 9.5 billion shares. It’s also now been 323 calendar days since the S&P 500 last ended, on a closing basis, a decline of 5% or more from a record high (according to Reuters). In Asian markets, The Nikkei Index slid -37 points to dip back below the 28,000 level, the Shanghai Index dipped -8 points to 3,516 and the Hang Seng Index dropped -126 points to 26,391. In Europe, the German DAX is higher by 75 points to move above the 16,000 level, while the FTSE 100 is up over 25 points to 7,220. After a consolidation day, crypto assets are surging again this morning, on track for weekly highs for Bitcoin around $46,500, Ethereum up over $3,250 and Bitcoin cash ($BCH) up 5% around $640. In stock news, the FDA amended the emergency use authorizations granted for Pfizer ($PFE)/BioNTech ($BNTX) and Moderna ($MRNA) COVID-19 vaccines on Thursday, allowing their use as booster shots in certain immunocompromised individuals Market Closing Prices Yesterday The S&P 500 Index gained 13.13 points, or 0.30%, to 4,460.83 The Dow Jones Industrial Average edged higher 14.88 points, or 0.04%, to 35,499.85 The Nasdaq Composite jumped 51.13 points, or 0.35%, to 14,816.26 The Russell 2000 Index declined -6.27 points, or 0.28% to 2,244.07 Events Calendar for Today 8:30 AM ET Import/Export Prices MoM for July 10:00 AM ET University of Michigan Sentiment, Aug-P 1:00 PM EST Baker Hughes Weekly rig count data Earnings Calendar: Earnings Before the Open: CL, ME, VERO Other Key Events: Cowen 9th Annual Internet & Media Bus Tour (virtual), 8/9-8/13 Credit Suisse 4th Annual FinTech Conference (virtual), 8/11-8/13 Macro Up/Down Last Nymex -0.02 69.07 Brent 0.03 71.34 Gold 10.10 1,761.90 EUR/USD 0.0018 1.1748 JPY/USD -0.14 110.27 10-Year Note -0.025 1.342% Sector News Breakdown Consumer AirBnB ($ABNB) Q2 gross bookings $13.4B up 320% vs. est. $11.19B; saw strong demand for bookings in q2, achieving highest gross nights booked of any quarter; number of active listings grew in q2; active listings in non-urban destinations in Europe & N. America increased 8% from Q1 2021 to Q2; expect q3 rev to be co’s strongest qtrly rev on record and to deliver the highest adj Ebitda dollars and margin ever; expect GBV in q3 2021 to be well above 2019 levels, but below co saw in q2 due to impact of booking timing differences and cancellations DoorDash ($DASH) 2Q revs $1.2B vs est. $1.08B, qtrly total orders +69% to 345Mm, qtrly marketplace gov +70% to $10.5B; guides 3Q marketplace gov $9.3-9.8B with adj EBITDA $0-100Mm vs est. $44Mm; guides FY marketplace gov $39-40.5B w/ adj EBITDA $150-350Mm vs est. $213.5Mm JBS SA, the world’s largest meatpacker, said late Thursday it has proposed buying the remaining common shares in Pilgrim’s Pride (PPC) for $26.50 per share in order to delist its U.S.-based subsidiary, which represents a premium of about 17% to PPC’s last close PepsiCo Inc. ($PEP) and Boston Beer Co. (SAM) said they plan to partner on an alcoholic version of the Mountain Dew soft drink with the brand Hard Mtn Dew. The coming product is a nod to what the companies see as evolving tastes of drinkers, executives said Tuesday. Fiesta Restaurant ($FRGI) Q2 EP S0.11, in-line with ests; Q2 revs $91.2M, consensus $157.49M; Comp restaurant sales at Pollo Tropical increased 43.5%; comparable restaurant sales at Taco Cabana increased 15.6% Flowers Foods ($FLO) Q2 adj EPS $0.32 vs. est. $0.28; Q2 revs $1.02B vs. est. $1.01B; raises FY21 EPS view to $1.17-$1.22 from $1.10-$1.17 (est. $1.15), while narrows FY21 revenue view to $4.26B-$4.30B from $4.23B-$4.30B (est. $4.25B); Q2 adjusted EBITDA decreased 5.0% to $122.1M Luminar Technologies ($LAZR) 2Q adj EPS ($0.08) vs est. ($0.08) on revs $6.3Mm vs est. $6.32Mm; guides FY revs $30-33Mm vs est. $27.35Mm Mister Car Wash ($MCW) Q2 adj EPS $0.14 on revs $197.1M (vs. $101.9M last year); Q2 comp store sales increased 93% for the second quarter of 2021 compared to Q2 fiscal 2020; sees FY21 revenue net growth of about 30% and comparable stores sales growth of 29% to 33% Rush Street interactive ($RSI) Q2 adj EPS loss (-$0.04) vs. est. loss (-$0.12); Q2 revs $122.8M vs. est. $112.4M; boosts FY21 revenue view to $465M-$495M from $440M-$480M (est. $467.69M) Hall of Fame Resort & Entertainment (HOFV) Q2 revenue +39% to $2.4M, Q2 net income was $15.5M, Q2 Adj EBITDA loss ($5.6M) vs $1.3M YoY and Q2 cash balance, including restricted cash, of $73.7M vs $68.5M as of March 31, 2021 Energy, Industrials and Materials Kansas City Southern (KSU) says its board has determined that the latest unsolicited proposal from Canadian Pacific Railway (CP) does not constitute a superior proposal, and reaffirms its support of a merger with Canadian National Railway (CNI). Earlier this week, CP submitted a new $300 per share offer that values KSU at $31B. Under the terms of the CNI, KSU holders would receive $200 in cash and 1.129 CNI shares Boeing’s (BA) Starliner space capsule launch is facing delays of several months as it will likely need repairs, the WSJ reported Maxeon Solar (MAXN) 2Q EPS ($1.99) vs est. ($1.39) on revs $176Mm vs est. $181.1Mm; guides 3Q revs $220-240Mm vs est. $220Mm Hydrofarm Holdings (HYFM) Q2 adj EPS $0.30 vs. est. $0.20; Q2 sales $133.8M vs. est. $134.7M; sees FY sales up 45%-50% XL Fleet Corp. (XL) 2 EPS ($0.08) vs est. ($0.06) on revs $3.7M vs est. $4.4M; OEMs have pushed out the opening of new orders and extended lead times, indicating the shortage of its new commercial fleet vehicles will stretch into 2022 Financials com ($LZ) Q2 adj EPS $0.03 vs est. $0.02 on revs $150.4M vs est. $140.5M, gross margin 67% from 68% in Q1; sees Q3 revs $143M-$147M, FY revs $570M-$578M vs est. $564.36M, FY adj EBITDA $55M-$59M, says 2021 quarterly revenue growth rates are affected by the impact Covid-19 had on business formations in 2020 Rocket Companies ($RKT) Q2 adj EPS $0.46 vs. est. $0.49; Q2 revs $2.67B vs. est. $2.92B; Achieved record purchase closed loan origination volume, nearly doubling year-over-year; fourth consecutive quarter of meeting or exceeding guidance for closed loan, net rate lock volume, and gain on sale margins; generated $84 billion in mortgage origination closed loan volume and gain on sale margin of 2.78% SoFi Technologies ($SOFI) Q2 EPS ($0.48) vs est. ($0.06) on adj revenue $237.22M vs est. $218.6M, adj EBITDA $11.24M; Q2 total products 3.7M (+123% YoY), total members 2.6M (+113% YoY); sees Q3 adj net sales $245M-$255M vs est. $260.3M, adj EBITDA ($7M)-$3M; reaffirms FY guidance for adj net revs $980M and adj EBITDA $27M ZipRecruiter (Z$IP) Q2 net loss ($25.8M) adj EBITDA loss ($1.7M), sales $183M vs est. $160.4M; sees Q3 adj EBITDA $10M-$16M, sales $182-$188M vs est. $156M; raised FY forecast for sales to $651M-$665M from $580M-$600M (est. $595.3M); adj EBITDA to $30M-$38M from $20M-$28M Healthcare The FDA amended the emergency use authorizations granted for Pfizer ($PFE)/BioNTech ($BNTX) and Moderna ($MRNA) COVID-19 vaccines on Thursday, allowing their use as booster shots in certain immunocompromised individuals Acutus Medical ($AFIB) Q2 EPS loss (-$0.89) vs. est. loss (-$0.84); Q2 revs $4.71M vs. est. $4.15M; leaving its year guidance unchanged and projects revenue to range between $22.0 million and $30.0 million; said Q2 direct segments which grew nearly 45% sequentially as compared to the first quarter of 2021 Bio-Life Solutions ($BLFS) 2Q adj EPS $0.00 vs est. ($0.07) on revs $31.2Mm vs est. $27.6Mm; guides FY revs $108-117Mm vs est. $110.5Mm Co-Diagnostics ($CODX) 2Q revs $27.4Mm vs est. $20.8Mm; guides 3Q EPS $0.19-0.22 vs est. $0.22, sees 3Q revs $23-25Mm vs est. $18.1Mm Moderna ($MRNA) announced the publication of a new study showing that its COVID-19 vaccine led to durable antibody levels against newly detected COVID-19 variants. Seer Inc. ($SEER) 2Q EPS ($0.27) vs est. ($0.28) on revs $1.3Mm vs est. $787K Spectrum Pharma (SPPI) 2Q adj EPS ($0.25) vs est. ($0.26), ended qtr with cash, equivalents & marketable of $158.8Mm Technology, Media & Telecom Disney ($DIS) 3Q adj EPS $0.80 vs est. $0.55 on revs $17.02B vs est. $16.76B, qtr end Disney+ paid subs 116Mm, qtr end ESPN+ paid subs 14.9Mm, qtr end Hulu paid subs 42.8Mm; pleased with company’s trajectory amidst ongoing challenges of covid Globant S.A. ($GLOB) 2Q adj EPS $0.88 vs est. $0.84 on revs $305.3Mm vs est. $288.2Mm; guides 3Q adj EPS at least $0.92 vs est. $0.85, sees 3Q revs at least $325Mm vs est. $292.7Mm; guides FY adj EPS at least $3.58 vs est. $3.40 and revs at least $1.236B vs est. $1.145B Latch Inc. ($LTCH) Q2 loss ($40.1M) vs ($15M) loss YoY on revenue $9M vs est. $10.1M, adj EBITDA ($17.4M) from ($13.4M) YoY, total bookings $95.8M (+102% YoY), booked ARR $48.8M (+122% YoY); issued Q3 guidance for total bookings $55M-$90M, revenue $10M-$11M vs est. $14.79M, adj EBITDA ($32M)-($28M); now sees FY bookings $325-$340M and lowered its FY rev outlook to $38M-$42M from $47M-$51M vs est. $49.1M LiveXLive Media ($LIVX) Q1 EPS loss (-$0.12) vs. est. loss (-$0.06); Q1 revs up 269% to $38.8M vs. est. $28.03M; raises FY22 revenue view to $115M-$125M from $110M-$120M (est. $114.19M); Paid subscribers as of June 30, 2021 increased 32% to over 1,162,000, a net increase of approximately 285,000, as compared to 877,000 subscribers at June 30 Sierra Wireless ($SWIR) 2Q adj EPS ($0.03) vs est. ($0.15) on revs $132.8Mm vs est. $119.8Mm, says product demand remains very strong, limited production has resumed at Vietnam facility but experiencing production interruptions due to covid Viavi Solutions ($VIAV) Q4 adj EPS $0.22 vs. est. $0.19; Q4 revs $310.9M vs. est. $300.83M; sees Q1 adj EPS $0.20-$0.22 vs. est. $0.20; sees Q3 revs $303M-$317M vs. est. $309.01M Cricut ($CRCT) Q2 EPS $0.22 vs. est. $0.20; Q2 revs $334.49M vs. est. $319.08M; Connected machine revenue was $146.3 million, up 29.0% over Q2 2020; subscriptions revenue was $50.7 million, up 110.9% over Q2 2020; accessories and materials revenue was $137.5 million, up 40.4% over Q2 2020; gross margin was 39.0%, up from 31.1% over Q2 2020 ContextLogic (WISH) Q2 revs $656M vs. est. $722.9M; shares tumble over 20% after saying demand slowed and costs rose more than expected (downgraded ay Cowen and JPM)
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hahah wtf > @dros said: or free pizza day when it's taco Tuesday
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or free pizza day when it's taco Tuesday
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Friday, July 23, 2021 Futures Up/Down % Last Dow 169.00 0.49% 34,878 S&P 500 21.25 0.49% 4,381 Nasdaq 71.50 0.48% 15,000 Stocks looking to build on weekly gains, boosted overnight from strong results in the social media sector as both Twitter ($TWTR) and Snap ($SNAP) top expectations in what has been a generally strong week for quarterly earnings. After yesterday’s semiconductor weakness behind TXN guidance, Dow component Intel ($INTC) issues a beat and raise for the year last night, though conservative guidance for Q3 weighs on shares early. Major indexes rose for a third straight session on Thursday as investors looked past mixed weaker data showing a rise in first-time claims for unemployment benefits last week. In Asian markets, The Nikkei Index rose 159 points to 27,548, the Shanghai Index fell -24 points to 3,550, and the Hang Seng Index drops over 400 points (1.45%) to settle at 27,321. In Europe, the German DAX is up over 150 points (about 1%) to 15,665, while the FTSE 100 gains over 50 to 7,025. While enthusiastic about the economic recovery, investors remained nervous about the spread of the delta variant of COVID-19 which had weighed on sentiment last week. Markets also prepare for the busiest week of quarterly earnings coming up with results from Apple, Alphabet, and Facebook among them,. Market Closing Prices Yesterday The S&P 500 Index gained 8.79 points, or 0.20%, to 4,367.48 The Dow Jones Industrial Average rose 25.35 points, or 0.07%, to 34,823.35 The Nasdaq Composite gained 52.64 points, or 0.36%, to 14,684.60 The Russell 2000 Index declined -34.57 points, or 1.55% to 2,199.48 Events Calendar for Today 9:45 AM ET Markit Composite Flash PMI 9:45 AM ET Markit Manufacturing PMI for July 9:45 AM ET Markit Services Flash PMI 1:00 PM EST Baker Hughes Weekly rig count data Earnings Calendar: Earnings Before the Open: $ACBI, $AIMC, $AXP, $CIVB, $FHN, $GNTX, $HON, $KMB, $NEE, $NEP, $RF, $ROP, $SBSI, $SLB, $SXT Macro Up/Down Last Nymex -0.09 71.82 Brent -0.11 73.68 Gold -7.45 1,799.50 EUR/USD -0.0008 1.1763 JPY/USD 0.31 110.45 10-Year Note +0.026 1.293% World News Eurozone July Markit Mfg. PMI (flash) beat: 62.6 vs 62.5 consensus Eurozone July Markit Services PMI (flash) beat: 60.4 vs 59.5 consensus UK June Retail Sales Inc Auto Fuel YoY, actual 9.7%, est. 9.5%, prior 24.6% UK June Retail Sales Inc Auto Fuel MoM, actual 0.5%, est. -0.1%, prior -1.4%, revised -1.3% German July Markit/BME Germany Composite P, actual 62.5, est. 60.7, prior 60.1 German July Markit Germany Services PMI, actual 62.2, est. 59.5, prior 57.5 UK Markit/CIPS UK Services PMI, actual 57.8, est. 62.0, prior 62.4 UK July Markit UK PMI Manufacturing SA, actual 60.4, est. 62.3, prior 63.9 Sector News Breakdown Consumer Magna International Inc. ($MGA) to acquire Veoneer, Inc. ($VNE) for $ 31.25 per share in cash, representing a total value of $ 3.8 billion, and an enterprise value of $ 3.3 billion, inclusive of Veoneer’s cash, net of debt and other debt-like items as of March 31, 2021 Chinese education names getting crushed down over 40%: New oriental (EDU), TAL Education (TAL), and Gaotu Techedu ($GOTU) getting crushed on Bloomberg report that China is considering asking companies that offering tutoring on the school curriculum to go non-profit, according to people familiar with the matter. In rules currently being mulled, the platforms will likely no longer be allowed to raise capital or go public, the people said Boston Beer ($SAM) shares fall -15%; Q2 EPS $4.75 vs. est. $6.69; Q2 revs $602.8M vs. est. $657.6M; sees year EPS $18.00-$22.00 vs. est. $24.66; in 2021 and going forward, company has chosen not to report covid-19 related direct costs separately Del Taco ($TACO) Q2 adj EPS $0.16 vs. est. $0.11; Q2 revs $125M vs. est. $122.79M; Q2 system-wide comp store sales up 17.8%; Q2 company-operated comp sales up 18.3% and Q2 franchise comp sales up 17.2%; expects system-wide new unit growth to achieve 5% in 2023 led by franchising Skecher’s ($SKX) 2Q EPS $0.88 vs est. $0.52 on revs $1.66B vs es.t $1.49B; guides 3Q EPS $0.70-0.75 vs est. $0.63, sees 3Q revs $1.6-1.65B vs est. $1.52B; guides FY EPS $2.55-2.65 vs est. $2.13, sees FY revs $6.15-6.25B vs est. $5.93B Lamb Weston Holdings ($LW) announces $415 million capital investment in new French fry processing line in American falls, Idaho; declares quarterly dividend Robert Half ($RHI) 2Q EPS $1.33 vs est. $1.05 on revs $1.58B vs est. $1.48B Scholastic ($SCHL) 4Q adj EPS $0.90 on revs $401.4Mm; expects significant growth in FY22 revs yr/yr com ($GAMB) 5.25M share IPO priced at $8.00 Xponential Fitness ($XPOF) 10M share IPO priced at $12.00 Energy DMC Global (BOOM) 2Q EPS $0.10 vs est. $0.13 on sales $65.4Mm vs est. $69.5Mm; guides 3Q sales $46-48Mm vs est. $73.3Mm First Energy (FE) 2Q adj EPS $0.59 vs est. $0.57 on revs $2.6B vs est. $2.65B; guides 3Q adj EPS $0.70-0.80 vs est. $0.82; guides FY adj EPS $2.40-2.60 vs est. $2.50 Financials Capital One ($COF) Q2 adj EPS $7.71 vs. est. $4.61; Q2 revs $7.4B vs. est. $7.09B; NII $5.74B vs est. $5.58B, NIM 5.89% -10bps sequentially, common equity tier 1 capital ratio 14.5%, provision decreased $337Mm to ($1.2B) vs 1Q Bank OZK ($OZK) Q2 EPS $1.16 vs. est. $0.92; return on average assets 2.24% vs. 0.78% y/y; return on average equity 13.7% vs. 4.92% y/y; net interest income $240.7 million, +11% y/y; efficiency ratio 38.4% vs. 42.1% y/y Independent Bank ($INDB) Q2 EPS $1.17 vs. est. $1.08; Q2 revs $118.32M vs. est. $117.92M; total assets of $14.2B at June 30 increased by $420.3M, or 3.1%, from the prior quarter, and by $1.2B, or 9.0%, as compared to the year ago period; Q2 total loans at June 30 decreased by $307.7M, or 3.3%, when compared to the prior quarter RenaissanceRe ($RNR) 2Q adj EPS $5.64 vs est. $4.74 on revs $1.48B vs est. $1.28B, says net claims and claim expenses incurred associated with the covid pandemic were not significant in 2Q SVB Financial ($SIVB) Q2 GAAP EPS of $9.09 vs. est. $6.50; Q2 revs up 69% YoY to $1.49B (+69.0% Y/Y) beats by $350M; Q2 average loans of $49.8 billion, an increase of $3.5 billion; period-end loans of $50.8 billion, an increase of $3.1 billion; average total client funds increased $45.9 billion to $308.1 billion, which includes an increase in average on-balance sheet deposits of $23.2 billion R. Berkley ($WRB) Q2 EPS $1.27 vs. est. $0.94; Q2 revenue $2.30B vs. est. $2.16B; Q2 net premiums written $2.21B vs. $1.74M last year and consolidated combined ratio of 89.7% vs. 98.7% last year Future FinTech ($FTFT) files $200M mixed securities shelf S. Century Bank ($USCB) 4M share IPO priced at $10.00 Healthcare Caribou Biosciences (CRBU) 19M share IPO priced at $16.00 Cytek Biosciences (CTKB)7M share IPO priced at $17.00 Sophia Genetics (SOPH) 13M share IPO priced at $18.00 Industrials & Materials Honeywell ($HON) Q2 EPS $2.02 vs. est. $1.94; Q2 revs $8.81B vs. est. $8.63B; raises FY21 adj EPS view to $7.95-$8.10 from $7.75-$8.00 (est. $8.01) and boosts FY21 revenue view to $34.6B-$35.2B from $34B-$34.8B (est. $34.93B) Carlisle Corp. ($CSL) Q2 adj EPS $2.16 vs. est. $2.12; Q2 revs $1.2B vs. est. $1.15B; now sees full year sales to be up mid-teens Celanese ($CE) 2Q EPS $4.81 vs est. $4.44 on revs $2.2B vs est. $1.96B; guides 3Q adj EPS $4.50-4.75 vs est. $3.39; guides FY adj EPS $16.50-17.00 vs est. $13.98 S. Xpress Enterprises ($USX) Q2 adj EPS $0.08 vs. est. $0.16; Q2 revs $475M vs. est. $463.69M; continues to expect strong freight demand for balance of 2021; says expects total fleet size to begin growing in q3 Vicor ($VICR) reports Q2 EPS 43c vs. est. 33c; Q2 revs $95.4M vs. est. $93.98M Technology, Media & Telecom Intel Corp. ($INTC) 2Q adj EPS $1.28 vs est. $1.05 on revs $18.5B vs est. $17.8B; guides 3Q adj revs $18.2B vs est. $18.1B and adj EPS about $1.10 vs est. $1.08; guides FY adj revs $73.5B vs est. $72.8B, sees FY adj EPS $4.80 vs est. $4.62, sees FY adj gr mgn about 56.5% Twitter ($TWTR) Q2 EPS $0.20 vs. est. $0.07; Q2 revs $1.19B vs. est. $1.07B; Q2 Advertising revenue totaled $1.05 billion, an increase of 87% yoy, or 85% on a constant currency basis; Q2 cost per engagement (CPE) increased 42% yoy; reached 206 million average monetizable DUA in 2q, up 11%; Q2 international revenue $537m; had 11% year-over-year growth in monetizable daily active usage Snap inc. ($SNAP) 2Q adj EPS $0.10 vs est. ($0.01) on revs $982Mm vs est. $845.5Mm, DAU +23% to 293Mm; guides 3Q revs $1.07-1.085B vs est. $1.0B, sees 3Q adj EBITDA $100-120Mm vs est. $116.7Mm, says currently estimate DAU grow about 21% yr/yr to reach about 301Mm in 3Q, continues to invest heavily in video advertising, says the expected iOS platform policy changes did not materialize in 2Q to disrupt ad demand Verisign ($VRSN) Q2 EPS $1.31 vs. est. $1.32; Q2 revs $329M vs. est. $327.95M; ended 2q with cash, cash equivalents and marketable securities of $1.12B; ended Q2 with 170.6 million .com and .net domain name registrations in the domain name base, a 5.2% increase from the end of the second quarter of 2020, and a net increase of 2.59 million during the second quarter of 2021 Clearfield ($CLFD) 3Q EPS $0.44 on sales $38.7Mm; guides FY sales $150-160Mm above est. $122.9Mm Outbrain ($OB) 8M share IPO priced at $20.00
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@buythedip you can try playing taco for earnings but be light nothing sticks out as far as financials for a beat but if your familiar with news or guidance that can be enough just be light if you pull the trigger
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Also, can you look at TACO real quick brother?
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Thursday, July 22, 2021 Futures Up/Down % Last Dow 83.00 0.24% 34,772 S&P 500 8.25 0.20% 4,359 Nasdaq 20.50 0.14% 14,848 Stock futures pointing higher, looking to make it a third straight day in a row of gains as optimism about earnings and the economic recovery outweighed Wall Street’s concerns about rising inflation and surging coronavirus cases. The yield on the benchmark 10-year Treasury rose early Thursday to 1.287% after touching lows below 1.13% earlier this week. President Joe Biden, at a town hall in Cincinnati hosted by CNN, said Wednesday night “there will be near-term inflation” as the economy recovers but said he has been advised by his economic team that current price increases won’t last as demand returns to normal levels. Stocks advanced Wednesday as strong corporate earnings and renewed optimism about the U.S. economic recovery stoked investor risk appetite. All three major U.S. stock indexes appeared set to build on the previous session’s gains, which delivered the S&P 500’s best day since March, while the Russell 2000 SmallCap outperformed for a second day after trading in correction territory on Monday (defined as 10% down off record highs). With Wednesday’s advance, all three are within 1% of their all-time closing highs. Economically sensitive SmallCaps, semiconductors and financials outperformed the broader market as investors prep for another busy day of earnings. In Asian markets, The Nikkei Index rose 159 points to 27,548, the Shanghai Index gained 12 points to 3,574 and the Hang Seng Index jumped nearly 500 points (1.83%) to settle at 27,723. In Europe, the German DAX is jumps 125 points to 15,550, while the FTSE 100 rises about 15 points to move above the 7,000 level. Market Closing Prices Yesterday The S&P 500 Index gained 35.63 points, or 0.82%, to 4,358.69 The Dow Jones Industrial Average rose 286.01 points, or 0.83%, to 34,798.00 The Nasdaq Composite jumped 133.08 points, or 0.92%, to 14,631.95 The Russell 2000 Index advanced 39.74 points, or 1.81% to 2,234.04 Events Calendar for Today 8:30 AM ET Weekly Jobless Claims 8:30 AM EST Continuing Claims 10:00 AM ET Existing Home Sales MoM for June 10:00 AM ET Leading Index MoM for June 10:30 AM ET Weekly EIA Natural Gas Inventory Data 11:00 AM ET Kansas City Fed Manufacturing for July Earnings Calendar: Earnings Before the Open: $AAL, $ABT, $AEP, $ALK, $AUB, $BANC, $BCO, $BIIB, $BKU, $BX, $CADE, $CLF, $CROX, $CSBR, $DGX, $DHI, $DHR, $DOW, $EWBC, $FAF, $FCX, $FITB, $GPC, $GTLS, $HRI, $HZO, $IIIN, $LUV, $MMC, $NEM, $NUE, $POOL, $RS, $SAFE, $SON, $T, $TPH, $TRN, $UNP, $VLY, $WBS, $WSO Earnings After the Close: $ABCB, $ASB, $BOOM, CBSH, $CE, $COF, $CSL, $CSTR, $GGBC, $INTC, $MMLP, $MSBI, $OZK, $RBNC, $SAM, $SBCF, $SIVB, $SNA, $SNAP, $TACO, $TWTR, $USX, $VRSN, $WRB, $WSFS Macro Up/Down Last Nymex 0.63 70.93 Brent 0.62 72.85 Gold -7.50 1,796.10 EUR/USD -0.0007 1.1787 JPY/USD -0.01 110.28 10-Year Note +0.013 1.295% World News The U.S. Treasury Department is projected to exhaust its borrowing authority in October or November, the Congressional Budget Office said on Wednesday, as a fight between Democrats and Republicans over raising the nation’s debt ceiling erupted in Congress. A failure to work out differences over whether government spending cuts should accompany an increase in the statutory debt limit, currently set at $28.5 trillion, could lead to a federal government shutdown – as has happened three times in the past decade – or even a debt default. Sector News Breakdown Consumer Las Vegas Sands ($LVS) 2Q EPS loss ($0.25) vs est. ($0.17), adj property EBITDA $244Mm, revs $1.17B vs est. $1.41B, net revs from Macao $855Mm Whirlpool ($WHR) Q2 adj EPS $6.64 vs. est. $5.93; Q2 revs $5.32B vs. est. $5.05B; raises FY21 adjusted EPS view to $26.00 from $22.50-$23.50 (est. $23.73); boosts FY21 net sales growth to ~16% from ~13%; sees FY21 cash provided by operating activities of $1.95B Stanley Black & Decker ($SWK) raises quarterly dividend 13% to 79c from 70c per share R. Horton ($DHI) Q3 EPS $3.06 vs. est. $2.81; Q3 revs $7.3B vs. est. $7.19B; Q3 net sales decreased 17% to 17,952 homes and increased 2% in value to $6.4 billion compared to 21,519 homes and $6.3 billion in the same quarter of the prior year; sees FY21 consolidated revenue $27.6B-$28.1B vs. est. $27.4B China is weighing an unprecedented penalty for Didi Global (DIDI) following its IPO last month, people familiar with the matter tell Bloomberg Energy Kinder Morgan ($KMI) Q2 adj EPS $0.23 vs. est. $0.19; Q2 revs $3.15B vs. est. $2.88B; expects to meet or exceed the top end of the range provided last quarter for DCF and Adjusted EBITDA; anticipates generating 2021 DCF of $5.4 billion and Adjusted EBITDA of $7.9 billion. TechnipFMC ($FTI) Q2 adj EPS ($0.06) vs est. ($0.01) on revs $1.669B vs est. $1.6B, qtr-end backlog $7.3B, qtrly inbound orders $1.56B; guides FY subsea revs $5.2-5.5B, guides surface tech revs $1.05-1.25B vs total revs est. $6.452 Precision Drilling (PDS) Q2 EPS loss (C$5.71) vs. (C$3.56) a year ago; Q2 revs C$201M vs. C$189.76M a year ago Chart Industries ($GTLS) Q2 adj EPS 80c vs. est. 79c; Q2 revs $322.0M vs. est. $317.45M; raises FY21 adjusted EPS view to $3.80-$4.25 from $3.65-$4.15 (est. $3.91); raises FY21 revenue guidance to $1.38B-$1.43B from $1.36B-$1.41B Financials Cohen & Steers ($CNS) Q2 adj EPS 94c vs. est. 86c; Q2 revs $144.27M vs. est. $131.17M; ending AUM of $96.2B, vs. $87.04B at previous quarter end – increase was driven by net inflows of $2.6B and market appreciation of $7.4B, partially offset by distributions of $769M Discover Financial ($DFS) 2Q EPS $5.55 vs est. $3.97, qtrly payment services volume $78.4B +22%, total loans ended qtr at $87.7B -1%, credit card loans ended qtr at $68.9B -2%, total net charge-off rt 2.12%; increases qtrly common stock dividend from $0.44-0.50/shr, approves share repurchase up to $2.4B Equifax ($EFX) 2Q adj EPS $1.98 vs est. $1.71 on revs $1.235B vs est. $1.16B; guides 3Q adj EPS $1.62-1.72 vs est. $1.65, raises FY adj EPS guide to $7.25-7.45 vs est. $7.05, sees FY revs $4.76-4.8B vs est. $4.675B Globe Life ($GL) 2Q EPS $1.92 vs est. $1.82; guides FY EPS $7.34-7.54 vs est. $7.29; says for FY at mid-point of guidance, estimate covid life claims between $53-55Mm Moelis ($MC) Q2 adj EPS $1.19 vs. est. $0.80; Q2 revs $360.9M vs. est. $273.8M; raises quarterly dividend by 9% to $0.60 and approves $100M share buyback OneMain Financial ($OMF) 2Q adj EPS $2.66 vs est. $2.19, NII $708Mm vs est. $769.1Mm; C&I managed receivables $18.3B, net charge-off ratio 4.41%, repurchased $35Mm in 2Q SEI Investments ($SEIC) 2Q EPS $0.93 vs est. $0.92 on revs $475.7Mm vs est. $464.7Mm SL Green Realty ($SLG) 2Q FFO/shr $1.60 vs est. $1.62, qtrly consolidated revs $218.1Mm vs est. $189.6Mm, op income $88.7Mm; same-store cash NOI including share of same-store NOI from unconsolidated JVs -3.7% yr/yr SLM Corp. ($SLM) Q2 core EPS $0.45 vs. est. $0.35; raises FY21 GAAP EPS view to $3.15-$3.25 from $2.95-$3.15; affirms FY21 private education loan origination y/y growth view of 6%-7% and lowers portfolio net charge-off view to $215M-$225M from $260M-$280M Texas Capital ($TCBI) 2Q EPS $1.31 vs est. $1.21; net interest income was $197.0 mln for q2 of 2021, compared to $200.1 mln for q1 of 2021 Triumph Bancorp. ($TBK) 2Q adj EPS $1.17 vs est. $1.02, NII $90.3Mm vs est. $89.2Mm, net int margin 6.47% Umpqua Holdings ($UMPQ) Q2 EPS $0.53 vs. est. $0.44; Q2 loan loss provision ($23M) vs. $87.08M a year ago; Q2 net charge-offs ($13.6M) vs. ($16.16M) a year ago; tangible book value per share was $12.49 at quarter end from $12.10 at previous quarter end; board approves to repurchase up to $400M of stock Ryan Specialty Group ($RYAN) 57M share IPO priced at $23.50 Travelers ($TRV) downgraded to Underperform from Buy at Bank America Healthcare Pfizer Inc. ($PFE) said the FDA has notified the company that it will not meet the Prescription Drug User Fee Act (PDUFA) goal dates for the New Drug Application for abrocitinib for the treatment of adults and adolescents with moderate to severe atopic dermatitis and the supplemental New Drug Application for XELJANZ/XELJANZ XR (tofacitinib) for the treatment of adults with active ankylosing spondylitis ICON Plc ($ICLR) Q2 adj EPS $2.12 vs. est. $2.09; Q2 revs $871.2M vs. est. $855.9M; sees FY21 EPS $9.10-$9.50 vs. est. $8.71; Record net business wins in the quarter of $1,106 million, an increase of 21.6% year on year; a net book to bill of 1.27; record closing backlog of $10.2 billion, an increase of 12.7% year on year Tenet Healthcare ($THC) Q2 EPS $1.59 vs. est. $1.07; Q2 revs $4.95B vs. est. $4.79B; Q2 Same-facility system-wide ambulatory surgical cases were up 68.2% from last year; year adj EBITDA Outlook range now $3.15B-$3.25B, up from prior view of $3.0B-$3.2B, which excludes the projected gain on the sale of the Miami-area hospitals; year adjusted diluted EPS $5.23-$5.73 up from $4.12-$5.46 prior – shares fell as Q3 guidance falls below consensus Absci ($ABSI)5M share IPO priced at $16.00 Natera ($NTRA)5M share Secondary priced at $113.00 Danaher ($DHR) Q2 adj EPS $2.46 vs. est. $2.05; Q2 revs $7.22B vs. est. $6.72B; for q3 2021, anticipates that non-GAAP core revenue growth will be in mid- to high-teens percent range; for full year 2021, now anticipates that non-GAAP core revenue growth rate including Cytiva will be about 20% Industrials & Materials CSX Corp. ($CSX) Q2 EPS $0.52 vs. est. $0.37; Q2 revs $2.99B vs. est. $2.93B; Q2 2021 operating ratio was 43.4% compared to 63.3% in prior year period; maintains full year revenue outlook and still sees year cap-ex $1.7B-$1.8B; Q2 expenses fall by 9% year-over-year to $1.30B Graco ($GGG) Q2 EPS $0.63 vs. est. $0.60; Q2 revs $507.2M vs. est. $475.94M; says initiating an outlook for full-year 2021 of mid-to-high teen sales growth on an organic, constant currency basis Dow Inc. ($DOW) Q2 EPS $2.72 vs. est. $2.30; Q2 revs $13.89B vs. est. $13.02B; qtrly packaging & specialty plastics segment net sales were $7.1 bln, up 78% versus year-ago period; industrial intermediates & infrastructure segment net sales were $4.2 bln, up 74% versus year-ago period; qtrly performance materials & coatings segment net sales were $2.5 bln, up 33% over year-ago BHP ($BHP) announced the signing of a nickel supply agreement with Tesla ($TSLA). Kaiser Aluminum ($KALU) Q2 adj EPS $1.00 vs. est. $1.44; Q2 revs $741M vs. est. $519.18M; qtrly shipments 337 mln lbs vs 119 mln lbs; said automotive business is temporarily dampened as ongoing shortages of semiconductor chips affects N. American light vehicle production Landstar ($LSTR) Q2 EPS $2.40 vs. est. $2.32; Q2 revs $1.57B vs. est. $1.46B; actual revenue per load on loads hauled via truck in 2021 q2 compared to 2021 q1 increased 7.5%; sees Q3 EPS $2.20-$2.30 and revs $1.55B-$1.6B UFP Industries ($UFPI) 2Q EPS $2.78 vs est. $1.81 on sales $2.7B vs est. $2.26B, expects all segments to benefit from more stable pricing in 2022 Valmont Industries ($VMI) Q2 adj EPS $3.06 vs. est. $2.50; Q2 revs $894.6M vs. est. $814.85M; sees FY21 adj EPS $10.40-$11.10 above consensus $9.89 and raises FY21 revenue growth view to 16%-19% from 9%-14%; expect meaningful sequential margin improvement in second half of 2021 as pricing becomes more aligned with steel cost inflation XL Fleet Corp ($XL) announced a battery and power electronics development and supply agreement and an investment in eNow, Inc., a provider of solar and battery power systems that enable fully-electric Transport Refrigeration Units for Class 8 commercial trailers
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yeah probably get a few chicken quesadillas > @LM424 said: thats like the whole taco bell menu
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thats like the whole taco bell menu
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Elon is like if Albert Einstein and Taco Bell Dank Memes had a baby.
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they can delivery my taco bell
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US Market US closed higher yesterday, following a decline in the US Treasury yields and buoyed by gains in technology sector stocks. Children’s Place advanced 3.0%, after reporting better than expected revenue and earnings in the fourth quarter. Thor Industries added 1.8%, as the company’s second quarter revenue and earnings came in above analysts’ forecast. Del Taco rose 1.5%, after reporting upbeat results in the fourth quarter. On the other hand, Stitch Fix plunged 28.2%, after the company reported disappointing results in the second quarter and lowered its annual forecast. Dick’s Sporting Goods declined 6.3%, despite reporting better than expected revenue and earnings in the fourth quarter. The S&P 500 gained 1.4%, to settle at 3,875.4. The DJIA rose 0.1%, to settle at 31,832.7, while the NASDAQ added 3.7%, to close at 13,073. .
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US Market US closed mostly lower on Friday, as a sharp rise in the US Treasury yields stoked inflation concerns. Foot Locker declined 8.8%, as the company’s fourth quarter revenue came in below analysts’ forecast. Salesforce.com dropped 6.3%, after the business software company issued a dismal full year profit outlook. AT&T lost 2.6%. The company announced that it is spinning off its DirecTV and other pay-TV services into a separate company, with private-equity firm, TPG Capital, as a 30.0% owner of the new entity. Cinemark Holdings fell 1.5%, as the company’s fourth quarter loss widened. On the flipside, DraftKings climbed 6.4%, after the online sports gambling company reported better than anticipated fourth quarter revenue and raised its annual revenue forecast. Beyond Meat rose 1.2%, after the company finalised a three-year deal to be the preferred supplier for the McDonald’s “McPlant” plant-based burger, and also signed an exclusive supply deal with Taco Bell parent, Yum Brands. The S&P 500 slipped 0.5%, to settle at 3,811.2. The DJIA fell 1.5%, to settle at 30,932.4, while the NASDAQ added 0.6%, to close at 13,192. .
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also taco Tuesday
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lmao i love that our most powerful financial instruments are basically behaving like what I imagine neckbeards that buy Baja Blasts from Taco Bell > @Jig said: atlrast weed and tesla is up on a positive note
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like my udder last night from taco bell
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Del Taco offers a unique variety of both Mexican and American favorites such as burritos and fries, prepared fresh in every restaurant's working kitchen with the value and convenience of a drive-thru. Del Taco's menu items taste better because they are made with quality ingredients like fresh grilled chicken and carne asada steak, sliced avocado, freshly grated cheddar cheese, slow-cooked beans made from scratch, and creamy Queso Blanco. Founded in 1964, today Del Taco serves more than three million guests each week at its approximately 600 restaurants across 16 states. Del Taco's commitment to providing guests with the best quality and value for their money originates from cooking, chopping, shredding and grilling menu items from scratch.
CEO: John Cappasola
HQ: 25521 Commercentre Dr Lake Forest, 92630-8857 California