8.14 - 8.43
0 - 8.18
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**Portfolio Updates** ***Investment*** $URA>$AZURF>Miners $ZNGA $SHIP Small $UAVS ***Futures*** Gold- reduced exposure Oil is now closed Agriculture>Wheat, Coffee, Soybeans Copper Platinum ***Crypto*** LUNA Solana Mango/ stake through platform MIRROR FTT/Stake BTC/UST reserves
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**Market Insights** Stonks Flat and in some minor drawdown from uranium, znga, ely. Up in MNKD and the $MRNA short. Commodities= Oil, Corn, Gold, Platinum, Silver, Coffee, and agriculture plays performing Cryptos= Closed relief rally at 45k, normal expected corrections in ecosystems like SOL, LUNA, nature of crypto. Rebuy exchange coins like FTT, HT, LEO(already moved) Indices= Still correcting, way too difficult to anticipate a gameplan on them yet. Keep hedging using VIX.
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Most active NASDAQ listed stocks so far today Dollar Volume: Amazon $AMZN $QQQ Meta $FB $META Tesla $TSLA Apple $AAPL $AMD Microsoft $MSFT Nvidia $NVDA Google $GOOGL $GOOG Volume: Sundial $SNDL $SOFI American $AAL Zynga $ZNGA PayPal $PYPL Intel $INTC Robinhood $HOOD $WISH $LCID
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ZNGA $8 Cs active
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Healthcare Alkermes ($ALKS) announced that it received notices of partial termination in respect of two license agreements with Janssen Pharmaceutica N.V., a subsidiary of Johnson & Johnson Acadia Pharmaceuticals Inc ($ACAD) 3Q EPS ($0.09) vs est. ($0.26) on sales $131.6Mm vs est. $127.8Mm, says narrows FY Nuplazid sales guide to $480-500Mm Castle Biosciences ($CSTL) 3Q EPS ($0.47) vs est. ($0.41) on revs $23.5Mm vs est. $23Mm; says on track to achieve FY total revs guide of $89-93Mm vs est. $91.9Mm Clover Health ($CLOV) Q3 revs $427.2M vs est. $413.1M, adj EBITDA ($102.3M) vs est. ($99.5M); sees FY revs $1.42B-$1.47B vs est. $1.44B Curaleaf holdings ($CURLF) Q3 revenue $317M vs est. $328.3M, adj EBITDA $71M vs est. $92.1M; remains on track to generate revenue within lower end of $1.2B-$1.3B annual guidance range; said the acquisition of Tryke Companies reported earlier today bolsters its position in NV, AZ, UT and will be immediately accretive to margins and cash flow Fluidigm Corp ($FLDM) 3Q EPS ($0.18) vs est. ($0.22) on revs $28.5Mm vs est. $30Mm; says undertaking review of various options including with regard to strategic alternatives Invitae Corporation ($NVTA) Q3 adj EPS ($0.81) vs est. ($0.71) on revenue $114.4M vs est. $126.5M driven by billable volume 296k (+89% YoY); now sees FY revenue $450M-$475M, from $475M-$500M and below est. $484.5M Mirati Therapeutics, Inc. ($MRTX) 3Q EPS ($1.55) vs est. ($2.89) on revs $71.8Mm Nevro Corp. ($NVRO) Q3 EPS loss ($1.44) vs. est. loss (-$0.87); Q3 rev $93.2M vs. est. $91.59M; sees Q4 revs $94M-$98M Oak Street Health, Inc. ($OSH) Q3 EPS loss (-$0.49) vs. est. loss (-$0.42); Q3 revs $388.7M vs. est. $356.7M; The Company cared for approximately 100,500 risk-based patients, representing 76% of its total patients; adjusted EBITDA was $(64.3M), compared to $(22.8M) YoY SI-BONE ($SIBN) Q3 EPS ($0.48) vs est. ($0.42) on revenue $22.3M vs est. $22.5M, lowered FY21 revenue view to $89M-$90M from $92M-$94M (vs est. $92.7M) as uncertainty surrounding Covid-19’s impact on elective procedures and healthcare infrastructure remains Shockwave Medical ($SWAV) Q3 EPS $0.05 vs. est. loss (-$0.06); Q3 revs $65.2M vs. est. $61.2M; sees FY21 revenue $227M-$228M vs. est. $223.43M, which represents 235% to 236% growth YoY SmileDirectClub, Inc. ($SDC) shares fall -23%; 3Q EPS ($0.23) vs est. ($0.13) on revs $138Mm vs est. $$181Mm; guides FY revs $630-650Mm vs est. $757Mm Tactile Systems ($TCMD) shares fell -12%; 3Q EPS ($0.17) vs est. $0.12 on revs $52.5Mm vs est. $57.4Mm; sees FY revs +9-10% or $203.5M-$206M from $216.3M-$224.5M, below est. +18.7% Merck ($MRK) said the U.S. government will buy 1.4 million additional courses of their COVID-19 pill, molnupiravir, for about $1 bln and that the U.S. has now committed to purchase a total of about 3.1 million courses of molnupiravir for about $2.2 billion Haemonetics ($HAE) Q2 adj EPS $0.60 vs. est. $0.61; Q2 revs $239.9M vs. est. $241.4M; lowers FY22 adj EPS view to $2.40-$2.65 from $2.60-$3.00 and narrows its FY22 revenue view to up 13%-17% from up 13%-18% Technology, Media & Telecom Bandwidth Inc. ($BAND) Q3 adj EPS $0.25 vs. est. $0.08; Q3 revs $130.6M vs. est. $125.3M; guides Q4 EPS loss (15c-11c) vs. est. loss (-$0.01); sees Q4 revs $115.7M-$120.7M vs. est. $125.5M 3D Systems ($DDD) 3Q adj EPS $0.08 vs est. $0.05 on revs $156.1Mm vs est. $144.8Mm; guides FY adj gr mgn 41-43% vs est. 42.7% Five9 Inc. ($FIVN) 3Q adj EPS $0.28 vs est. $0.23 on revs $154.3Mm vs est. $146.8Mm; guides 4Q revs $164.5-165.5mm vs est. $157.8Mm, sees 4Q adj EPS $0.36-0.37 vs est. $0.34; sees FY revs $$600.5-601.5Mm vs est. $585.2Mm and adj EPS $1.09-1.10 vs est. $1.02 Instructure Holdings, Inc. ($INST) 3Q EPS ($0.10) vs est. $0.14 on revs $107.2Mm vs est. $101.1Mm; sees 4Q revs $106.9-107.9Mm vs est. $104.1Mm; guides FY revs $401.7-402.7Mm vs est. $397.4Mm, sees FY adj EBITDA $143.6-144.6Mm vs est. $130Mm Luminar Technologies, Inc. ($LAZR) shares rise 50%; said at the NVIDIA GTC conference that its lidar solution has been selected to be part of the sensor suite in the NVIDIA DRIVE Hyperion autonomous vehicle reference platform. This AI vehicle computing platform accelerates development of autonomous consumer vehicles with planned production starting in 2024. New Relic ($NEWR) Q2 adj EPS loss (10c) vs. est. loss (13c); Q2 revs $196M vss. Est. $182.21M; cuts FY22 adj EPS loss view to (60c)-(54c) from (52c)-(49c) while boosts FY22 revenue view to $778M-$782M from $730M-$735M (est. $736.8M) National CineMedia ($NCMI) Q3 EPS loss (19c) vs. est. loss (13c); Q3 revs $31.7M vs. est. $41.24M; Q3 adjusted OIBDA improved to negative $8.2 million for the third quarter of 2021 from negative $11.2 million for the third quarter of 2020 Roblox ($RBLX) shares rise 29%; Q3 EPS (13c) vs est. (14c) on bookings $637.8M vs est. $636.5M, revenue $509.5M, avg DAUs 47.3M vs est. 46.6M, hours engaged 11.2B (+28% YoY), avg booking per DAU $13.49 Sanmina ($SANM) Q4 adj EPS $0.95 vs. est. $0.99; Q4 revs $1.64B vs. est. $1.7B; sees Q1 adj EPS 90c-$1.00 vs. est. $1.01; sees Q1 revs $1.6B-$1.7B below consensus $1.76B Square Space ($SQSP) Q3 EPS 4c vs est. 14c on revenue $201M vs est. $205.2M; sees Q4 revenue $203M-$206M vs est. $205.2M, raised annual revenue forecast to $780M-$783M from $772M-$780M (est. $778.4M) and unlevered FCF to $117M-$122M from $102M-$116M TripAdvisor ($TRIP) 3Q adj EPS $0.16 vs est. $0.24 on revs $303Mm vs est. $304.4Mm; avg monthly unique users on branded websites rose to about 76% of 2019 comparable period; says CEO will step down during 2022 Vuzix Corporation ($VUZI) Q3 EPS loss (-$0.13), in-line with ests; Q3 revs $3.02M vs. est. $3.79M; General and Administrative expense for the three months ended September 30, 2021 was $3.1 million versus $1.6 million for the comparable 2020 period Xperi Holding Corporation ($XPER) 3Q adj EPS $0.53 vs est. $0.34 on res $219.4Mm vs est. $215.4Mm; guides FY revs $870-890Mm vs est. $882.2Mm Zynga ($ZNGA) 4Q EPS ($0.04) vs est. $0.07 on revs $704.7Mm vs est. $666Mm, qtrly bookings $668Mm +6%, average mobile DAUs 38Mm +21%, qtrly avg mobile MAUs 183Mm +120%; sees FY revs $2.78B vs est. $2.81B, sees FY bookings $2.814B
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Monday, November 8, 2021 Futures Up/Down % Last Dow 72.00 0.20% 36,287 S&P 500 4.25 0.09% 4,694 Nasdaq 9.00 0.06% 16,360 U.S. futures are looking to open at new record highs (again) after Washington passed a smaller form of its highway, broadband and other infrastructure improvement spending deal this weekend, as the $1 trillion infrastructure bill passed through Congress on Friday. A very important week of economic data coming up with monthly CPI, PPI inflation data mid-week. Crypto assets rising to records ahead of the inflation reports as Bitcoin up 8% nearing $66K, Ethereum record highs up over 6% above $4,700, Litecoin tops $200, up over 5.75% as crypto assets surging again. Tech futures underperform following weakness in Tesla (TSLA) after its CEO Elon Musk on Saturday asked his 62.5 million followers on Twitter in a poll if he should sell 10% of his Tesla stock. The world’s richest person had previously said he could face a “massive” tax bill this year as he has to exercise a large number of stock options coming due next year. In Asian markets, The Nikkei Index fell -100 points to 29,507, the Shanghai Index rose 0.2% to just under 3,500, and the Hang Seng Index declined 100 points to 24,763. In Europe, the German DAX is down about -0.1% at 16,035, while the FTSE 100 is flat holding just above 7,300. Last week the S&P 500, Nasdaq and Dow notched their fifth straight weekly advances (longest streak for the S&P since Aug 2020); for the week, the S&P 500 rose 2%, the Dow added 1.42%, the Nasdaq gained 3.05% and the Russell 200o over 6%. The Nasdaq 100 (QQQ) notched its 10th winning session in a row on Friday while the S&P 500 scored another record high on Friday and booked a week of solid gains following a strong U.S. jobs report and positive data for Pfizer’s experimental pill against COVID-19, which helped boost travel and other economic reopen sectors. The news kept the run going for equities after investors earlier in the week digested the Federal Reserve’s decision to start reducing its monthly bond purchases put in place to support the economy. Market Closing Prices Yesterday The S&P 500 Index gained 17.47 points, or 0.37%, to 4,697.53 The Dow Jones Industrial Average rose 203.72 points, or 0.56%, to 36,327.95 The Nasdaq Composite climbed 31.28 points, or 0.20%, to 15,971.59 The Russell 2000 Index advanced 34.65 points, or 1.44% to 2,437.08 Events Calendar for Today No major U.S. economic data Earnings Calendar: Earnings Before the Open: ATRO, AXSM, BKI, COTY, DS, EDIT, EHTH, GATO, GTES, HLIO, KOS, LINC, NERV, NSSC, RDNT, RDUS, RETA, THS, TTD, USFD, VAC, VUZI, WOW, ZIXI Earnings After the Close: ACAD, AEIS, AEL, AMBC, AMC, AMPH, AMRS, APEI, APPF, APTS, ASUR, ATER, AVEO, BAND, BRP, CARA, CBT, CHRS, CLRS, CLOV, CSSE, CSTL, CXW, DDD, DOOR, ENV, FIVN, FLDM, FRPT, FSK, FTK, GOSS, HIL, IEA, IFF, IIN, INST, IPAR, JKHY, KERN, LMND, LOTZ, MRC, MRTX, MWA, NCMI, NEWR, NNI, NVRO, NVTA, OCIUL, OUST, PRA, PRI, PRIM, PYPL, RBLX, REAL, SANM, SCOR, SDC, SNCR, SPCE, SWSP, SWAV, SWX, TCMD, TREX, TRIP, TWO, XNCR, ZIOP, ZNGA Other Key Events: Credit Suisse 30th Annual Healthcare Conference, 11/8-11/11 (virtual) JPMorgan Global Consumer, Retail & Luxury Conference, 11/8-11/21 (virtual) EEI Financial Conference, 11/7-11/9 (virtual) REITWorld 2021 Annual Conference, 11/9-11/12 (virtual) Macro Up/Down Last Nymex 1.22 82.49 Brent 1.09 83.83 Gold -0.50 1,818.50 EUR/USD -0.0002 1.1564 JPY/USD 0.05 113.46 10-Year Note +0.032 1.485% World News China’s export growth moderated slightly to 27.1% yoy in October, above the 22.8% consensus expectation, implying a sequential gain of 2.6% in October (a modest slowdown from +3.0% in September) despite electricity constraints in October. At the same time, imports rose 20.6% yoy in October, missing expectations of a 26.2% surge, but fell 3.2% sequentially in October (vs. -0.7% in September). As a result of the far bigger growth in exports over imports, the monthly trade surplus rose further to a record high of $84.5bn in October, supporting the appreciation of the Chinese yuan in October, even as China’s economy has slowed down sharply in recent months. China’s trade surplus with the United States was $40.75 billion in October based on customs data showed on Sunday, down from $42 billion in September. For the first ten months of the year, the surplus was $320.67 billion – Reuters Highway, broadband and other infrastructure improvement spending deal this weekend, as the $1 trillion infrastructure bill passed through Congress on Friday and among parts of the deal, allows for $7.5 billion spending for building out a network of electric vehicle chargers and another $7.5 billion for low or zero-emission buses and ferries. Sector News Breakdown Consumer Tesla Inc ($TSLA) CEO Elon Musk on Saturday asked his 62.5 million followers on Twitter in a poll if he should sell 10% of his Tesla stock. The world’s richest person had previously said he could face a “massive” tax bill this year as he has to exercise a large number of stock options coming due next year. “Note, I do not take a cash salary or bonus from anywhere. I only have stock, thus the only way for me to pay taxes personally is to sell stock,” Musk said on Twitter on Saturday. Rivian Automotive ($RIVN) raises IPO price range to $72.00-$74.00 from $57.00-$62.00. Separately, Barron’s noted Rivian Automotive (RIVN) is set to go public this coming week at a market value that could exceed that of Honda Motor (HMC) despite having sold just a handful of vehicles, with a market cap around $64 billion Haverty’s (HVT) announces special cash dividend, quarterly cash dividend, and additional authorization under stock repurchase program Peloton ($PTON) has halted hiring across all departments effective immediately, CNBC reported late Friday, a day after it slashed its full-year outlook amid slowing momentum for its fitness products Coty ($COTY) agrees to sell additional partial stake in Wella to KKR in exchange for about 56% of Preferred Coty shares owned by KKR Marriott Vacations ($VAC) Q3 adjusted EPS $1.60 vs. est. $1.42; Q3 revs $1.05B vs est. $1.07B; said occupancies at our resorts this quarter were very strong despite the Delta variant and contract sales were within 3% of 2019 levels, driving 25% sequential growth in Adjusted EBITDA Energy China’s crude oil imports plunged in October to the lowest since September 2018, as large state-owned refiners withheld purchases because of rising prices while independent refiners were restrained by limited quotas to import. The world’s biggest crude oil importer brought in 37.8 million tonnes last month, data from the General Administration of Customs showed on Sunday, equivalent to 8.9 million barrels per day (bpd). – Reuters FirstEnergy ($FE) agrees to sell a 19.9% stake in its three regulated transmission businesses to Brookfield Asset Management (BAM) for $2.4B Financials Berkshire Hathaway Inc ($BRK/A) said that global supply chain disruptions kept a lid on its ability to generate profit; Q3 operating profit rose 18% but missed analyst forecasts amid goods shortages that crimped consumer spending; net income, meanwhile, fell 66%, reflecting lower gains from stock holdings such as Apple Inc and Bank of America Corp. Alleghany ($Y) mentioned positively in Barron’s saying shares should not be overlooked noting under CEO Weston Hicks, Alleghany has used a similar strategy to create an attractive, smaller-scale version of Warren Buffett’s Berkshire Hathaway ($BRK.A) R. Berkley ($WRB) announced that its Board of Directors has declared a special cash dividend on its common stock of $1.00 per share to be paid on December 22 to stockholders of record at the close of business on December 7 Healthcare Cannabis stocks rose late Friday after Marijuana Moment reported a fresh Republican-led attempt to legalize marijuana. The States Reform Act led by Rep. Nancy Mace (R-SC) is still in the preliminary stage, and a final version is expected to be filed later this month. As U.S. health authorities expand use of the leading Covid-19 vaccines, researchers investigating heart-related risks linked to the shots are exploring several emerging theories, including one centered on the spike protein made in response to vaccination. Researchers aren’t certain why the messenger RNA vaccines, one from Pfizer Inc. ($PFE) and partner BioNTech SE ($BNTX) and the other from Moderna Inc., are likely causing the inflammatory heart conditions myocarditis and pericarditis in a small number of cases. – WSJ https://on.wsj.com/3mQqCVY Alcon ($ALC) has acquired Ivantis, developer and manufacturer of the novel Hydrus Microstent, a minimally-invasive glaucoma surgery (MIGS) device designed to lower intraocular pressure for open-angle glaucoma patients in connection with cataract surgery for $475M in upfront consideration Genetron Holdings ($GTH) has formed a strategic partnership with oncology laboratory solution provider NeoGenomics (NEO) to drive global oncology drug research and development. Industrials & Materials Boeing ($BA) directors agreed to a $237.5 million settlement of claims that they turned a blind eye to safety issues related to 737 Max jetliners whose crashes have cost the company more than $20 billion, according to court documents Blade Air Mobility ($BLDE) is bringing ride-sharing to helicopters-just don’t call it the Uber ($UBER) of the sky. The stock can take off without that comparison, Barron’s reported. Blade Air Mobility is a less risky way to invest in the eVTOL future, though certainly not risk-free BHP is close to a deal to sell its controlling interest in two Australian coal mines to Stanmore Resources Ltd. ($STMRF) for ~$1.25B, the Wall Street Journal reports. Technology, Media & Telecom New Oriental Education & Technology ($EDU), Gaotu Techedu ($GOTU), and Tal Education ($TAL) shares all rising over 20% after the WSJ reported that China plans to issue more than a dozen licenses that would allow companies to offer after-school tutoring. The report said Gaotu Techedu (GOTU) and Yuanfudao, a unit of Tencent ($TCEHY), have held talks about resuming tutoring to students in the ninth grade and below https://on.mktw.net/3EVcxg5 Trinseo ($TSE) has begun work to explore the divestiture of its Styrenics businesses and plans to launch a formal sales process in Q1 of 2022. The scope of this potential divestiture is expected to include the Feedstocks and Polystyrene reporting segments as well as the company’s 50% ownership of Americas Styrenics AU Optronics ($AUOTY) reports October revenue of NT$30.38B (+18.1% Y/Y, -9.9% M/M); the total panel area shipment reached around 2.08 million square meters in October 2021, down by 4.3% month-over-month. ChipMOS ($IMOS) reports October revenue of $82.3M (-2.3% M/M; +10.7% Y/Y).
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RECAP 10/13 Chatter: $DKNG + NHL $M - No E-Commerce spin $BA - FAA Consider Engine redesign $CTXS + $AVGO (Gordon Haskett) $EA - FIFA Talks stall $TWTR + Conversation Ads $ZNGA+ $DIS Game collab? $UPS - $AMZN Cargo jet shopping $ORPH + Patent $CFRX + Patent $LULU + Footwear
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Thursday, August 5, 2021 Futures Up/Down % Last Dow 55.00 0.16% 34,745 S&P 500 9.25 0.22% 4,404 Nasdaq 33.50 0.22% 15,107 U.S. futures are looking up modestly, rising roughly about 0.2% across the board into one of the heaviest days of corporate earnings of the season, as major averages continue to hold not far off record highs. The S&P 500 index has held the pivotal 4,400 level for over a week now, as overall major averages have moved sideways for two or three weeks now, bolstered by rising on better economic data, earnings results, and an accommodative Fed, which has offset rising Delta variant concerns and fears of further global restrictions to contain the rise in cases and tighter government restrictions in China. Oil prices edge higher after sliding sharply the last 3-days on demand concerns. Bitcoin prices are down about 4% holding just above the $38,000 level while Ethereum slips nearly 4% to 2,600 in the crypto sector. Ahead of tomorrow’s nonfarm payrolls report, investors will get two more labor market data points with the Challenger jobs report at 7:30 and the weekly jobless claims. Euro Stoxx 50 rises 0.5% around best levels for the week. Wednesday’s after-hours big-name earnings were disappointing for the most part, which could weigh on sentiment. Major averages ended the session mixed on Wednesday, following conflicting signals on the economy that showed a hot services sector, but a labor market that continues to struggle to find workers. The Institute for Supply Management survey on Wednesday jumped to a record high of 64.1 in July, but the ADP Employment Report showed private payrolls only rose by 330,000 last month, well shy of the 695,000 estimate ahead of tomorrow’s payrolls. The Dow Jones saw the biggest fall, dragged lower by a decline of more than 6% in Amgen in the wake of its quarterly results, accounting for about 103 points to the downside while energy was the weakest sector on the day, suffering its biggest daily percentage drop since July 19. In Asian markets, The Nikkei Index gained 144 points to 27,728, the Shanghai Index dipped -10 points to 3,466 and the Hang Seng Index declined -221 points (0.84%) to settle at 26,204. In Europe, markets are little changed as the German DAX is up a few points at the 15,700 level, while the FTSE 100 is down a couple of points at 7.120. Market Closing Prices Yesterday The S&P 500 Index slipped -20.49 points, or 0.46%, to 4,402.66 The Dow Jones Industrial Average fell -323.73 points, or 0.92%, to 34,792.67 The Nasdaq Composite edged higher 19.24 points, or 0.13%, to 14,780.53 The Russell 2000 Index declined -27.26 points, or 1.23% to 2,196.32 Events Calendar for Today 7:30 AM ET Challenger Job Layoffs for July 8:30 AM ET Weekly Jobless Claims 8:30 AM EST Continuing Claims 10:30 AM ET Weekly EIA Natural Gas Inventory Data Earnings Calendar: Earnings Before the Open: ABMD, ADNT, AES, AHCO, AKBA, AMRS, ARWR, AVEO, BBGI, BCRX, BDX, BERY, BKI, BLDR, BLL, BV, CAH, CARS, CCOI, CHH, CI, CNP, COMM, CRAI, DDOG, DIN, DLX, DUK, ECOM, EPAM, EPC, EVRG, FOUR, GCP, GNL, GOGO, GOLF, GTN, HBI, HBIO, HII, HL, IDCC, INSM, IRM, IRWD, ITI, K, KPTI, LAMR, LAUR, LNG, LXP, MMS, MPLN, MRNA, MUR, MYE, NINE, NS, NTLA, PCTY, PBH, PBPB, PEI, PENN, PH, PNW, PPL, PRTY, PWR, PZZA, RC, RDUS, REGN, ROLL, SEAS, SSYS, TEN, THS, TRGP, UFS, USPH, VG, VIAC, VST, W, WD, WOW, WRK, XEC, XERS, XTNT, XXII, YETI, ZIXI, ZTS Earnings After the Close: AAOI, AEE, AEL, AIG, AINV, ALRM, ALTR, AMBC, APLE, APPN, ARNA, ASTG, AVLR, AXON, BAND, BECN, BGS, BHF, BIGC, BKD, BL, BRBR, BRKS, BYND, CARG, CDXS, CGNX, CHRS, CHUY, CLNE, CNXN, COLD, CSOD, CVNA, CWK, DBX, DHX, DIOD, EB, ECOR, EGLE, ENTA, ENV, ERII, EXEL, EXPE, FEYE, FLDM, FLS, FND, FOXF, FSR, FTSI, G, GDYN, GEOS, GH, GKOS, GPRO, GRPN, GSBD, HASI, HCAT, HCI, HEAR, HTA, IFF, ILMN, IHRT, IOVA, IRTC, ITT, JCOM, KALA, KAMN, LGF.A, LNT, LOCO, LTHM, MAIN, MDRX, MNST, MP, MSI, MTW, MTZ, NET, NKTR, NVAX, NWSA, NYMT, OLED, OUT, PBYI, PK, PODD, POST, PRA, QDEL, RAMP, RDFN, REZI, RMD, RUN, SFM, SGMO, SHAK, SPCE, SQ, SYNA, TDC, TGH, TMDX, TMST, TRUE, TRUP, TTOO, VLDR, VMEO, VOYA, VV, WSC, Y, YELP, ZEUS, ZG, ZNGA Macro Up/Down Last Nymex 0.37 68.52 Brent 0.26 70.64 Gold 0.40 1,811.75 EUR/USD 0.0005 1.1842 JPY/USD 0.03 109.51 10-Year Note -0.004 1.19% Sector News Breakdown Consumer Boot Barn ($BOOT) Q1 EPS $1.35 vs est. $0.88 in revs $306.3M vs est. $288.9M; same-store sales +78.9% vs 1Q20, +52.3% vs 1Q19; opened 3 new stores in the quarter Costco ($COST) reported total comparable sales for July of +13.8%; July U.S. comparable sales excluding fuel, currencies +8.5% L.F. Beauty ($ELF) 1Q EPS $0.15 vs est. $0.15 on sales $97Mm vs est. $79.3Mm; guides FY adj EPS $0.65-0.68 vs est. $0.67, sees FY sales $356-364Mm vs est. $350.5Mm Etsy Inc. ($ETSY) shares tumble -13% on guidance; 2Q EPS $0.68 vs est. $0.63 on revs $528.9Mm vs est. $524.7Mm, qtrly consolidated GMS $3.0B +13%; guides 3Q revs $500-525Mm vs est. $524.7Mm, sees 3Q GMS $2.9-3.0B Frontdoor Inc. ($FTDR) Q2 EPS $0.76 vs est. $0.63 on revs $462M vs est. $466M, sees Q3 revenue $470M-$480M, lowered FY revenue outlook to $1.6B-$1.62B (est. $1.64B) from $1.63B-$1.65B Jack in the Box ($JACK) Q3 EPS $1.79 vs est. $1.49 on revs $269.5M vs est. $258.5M, same-store sales +10.2%, systemwide sales +10.6%, company-operated same-store sales +9.0%, sees FY21 capex $40M-$45M, FY22 capex $65M-$75M Leslie’s ($LESL) Q3 adj EPS $0.64 vs. est. $0.55; Q3 revs $596.54M vs. est. $570.37M; Q3 comparable sales growth of 23.9%; raises FY21 adjusted EPS view 80c-85c from 75c-80c (est. 77c) and boosts FY21 revs to $1.31B-$1.33B from $1.28B-$1.3B (est. $1.3B); Adjusted EBITDA of $179.3 million compared to $119.8 million in the prior year quarter, an increase of 49.7% MGM Resorts ($MGM) 2Q adj EPS ($0.13) vs est. ($0.30) on net revs $2.3B vs est. $2.28B, MGM China net revs $311Mm, LV Strip net revs $1.0B, regional net revs $856Mm Rent-A-Center ($RCII) 2Q adj EPS $1.63 vs est. $1.35 on revs $1.2B vs est. $1.14B, qtrly comps +16.6% led by e-comm; guides FY revs $4.55-4.67B vs est. $4.56B, sees Rent-A-Center segment revs $2.02-2.06B, sees FY adj EPS $5.90-6.40 vs est. $5.66; announces $250Mm repurchase auth Uber ($UBER) Q2 EPS $0.58 on revs $3.93B vs. est. $3.74B; Q2 gross bookings grew 114% yoy to $21.9 billion, or 104% on a constant currency basis, with Mobility Gross Bookings of $8.6 billion and Delivery Gross Bookings of $12.9 billion; Q2 Adj EBITDA Loss $509M vs. est. loss $324.5M; sees Q3 Adj EBITDA loss below $100M vs. est. loss $95.4M Wynn Resorts (WYNN) 2Q adj EPS ($1.12) vs est. ($1.61) on revs $990.1Mm vs est. $932.5Mm, Wynn Macau revs $184Mm, LV ops revs $355.1Mm ADT Inc. ($ADT) adj EPS ($0.07) vs est. $0.25 on revs $1.304B vs est. $1.28B; Gross recurring monthly revenue (RMR) additions grew 28%; end of period RMR of $352 million increased by 4%; solid customer retention with attrition at 13.3% Driven Brands ($DRVN) 12M share Secondary priced at $29.50 European Wax Center ($EWCZ)6M share IPO priced at $17.00 Weber ($WEBR) 18M (which was cut down from 46.8M) share IPO priced at $14.00 Energy APA Inc. ($APA) Q2 adj EPS $0.70 vs. est. $0.57’ Q2 revs $1.75B vs. est. $1.46B; qtrly adjusted production, which excludes Egypt noncontrolling interest and tax barrels, was 342,000 boe per day; at current strip prices, we expect to generate approximately $1.7B of free cash flow this year Earthstone Energy ($ESTE) files for offering of up to 6.2 mln shares of class a common stock by selling stockholders Marathon Oil ($MRO) Q2 EPS $0.22 vs. est. $0.15; Q2 revs $1.14B vs. est. $1.09B; Q2 oil-equivalent production of 348,000 net boed; raising 2021 full year oil-equivalent production guidance by 5,000 net boed; Q2 oil production of 170,000 net bopd; raised quarterly base dividend by 25% to 5c; raising the midpoint of its 2021 full year U.S. oil-equivalent production guidance by 5,000 net boed Warrior Met Coal ($HCC) 2Q adj EPS $0.25 vs est. ($0.18) on revs $227.4Mm vs est. $128.3Mm; not providing FY guide at this time Whiting Petroleum ($WLL) Q2 adj EPS $3.01 vs. est. $1.97; Q2 revs $352M vs. est. $244.27M; said generated net cash provided by operating activities of $183M and $111M in adjusted free cash flow during the quarter and over $200 million through six months; raises FY21 production view to 88-92 MBOE per day from 82-88 Financials Allstate Corp. ($ALL) Q2 adj EPS $3.79 vs. est. $3.04; Q2 revs $12.65B vs. est. $10.51B; announces new $5B repurchase program; 2Q Book Value Per Shr $86.33; Q2 Catastrophe Loss $952M; Q2 Property-Liability Premiums Earned $10.01B; 2Q Property-Liability Premiums Written $10.32B;2Q Property-Liability Combined Ratio 95.7 Fleetcor ($FLT) Q2 EPS $2.30 vs est. $2.94, adj EPS $3.15, on revs $667.4M vs est. $637.3M; its board increased its share repurchase authorization by$1B; sees Q3 adj EPS $3.35-$3.55 vs est. $3.36, and raised outlook for FY adj EPS to $12.80-$13 (est. $12.61) from $12.32-$12.88 and FY revs to $2.74B-$2.79B (est. $2.68B) from $2.6B-$2.7B Lemonade ($LMND) Q2 EPS loss (-$0.90) vs. est. loss (-$0.89); Q2 revs $28.2M vs. est. $26.8M; customer count increased by 48% to 1,206,172 yoy; premium per customer, defined as in force premium divided by customers, was $246 at the end of the second quarter, up 29% yoy; raises FY21 revenue view to $123M-$125M from $117M-$120M (est. $118.94M); narrows FY21 adjusted EBITDA view to ($173M)-($169M) from ($173M)-($163M) Lincoln National ($LNC) Q2 adj operating EPS $3.17 vs. est. $2.35; Q2 revs $4.85B vs. est. $4.72B; Reports book value per share, including AOCI, of $115.00, up 7%; BVPS, excluding AOCI, of $75.45, up 9% MetLife ($MET) announces new $3B share repurchase authorization; Q2 adj EPS $2.37 vs. est. $1.57; Q2 revs $18.52M vs. est. $15.77B; qtrly premiums, fees & other revenues $11.22 bln vs $10.49 bln; qtrly net investment income $5.28 bln vs $4.09 bln; book value of $75.86 per share at qtr-end, down 4% from $78.65 per share at June 30, 2020 RE/MAX Holdings ($RMAX) 2Q adj EPS $0.63 vs est. $1.31 on revs $77.2Mm vs est. $76.4Mm; guides 3Q revs $86.5-91.5Mm vs est. $79.1Mm; sees FY revs $321-336Mm vs est. $308.7Mm Western Union (WU) Q2 adj EPS $0.48 vs. est. $0.47; Q2 revs $1.3B vs. est. $1.26B; reaffirms FY21 adj EPS view $2.00-$2.10 vs. est. $2.06; reaffirms FY21 revenue growth view mid-to-high single digits; Consumer-to-Consumer (C2C) transactions increased 15% in the quarter, while revenues increased 15% on a reported basis, or 12% constant currency. Robinhood ($HOOD) filed with the SEC a prospectus related to the offer and sale from time to time of up to 97,876,033 shares of Class A common stock of Robinhood Markets, Inc. by certain selling stockholders
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I called out ZNGA on the video and blew on taking it.
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Zynga is a global leader in interactive entertainment with a mission to connect the world through games. To date, more than one billion people have played Zynga's franchises including CSR Racing™, Empires & Puzzles™, Merge Dragons!™, Merge Magic!™, Toon Blast™, Toy Blast™, Words With Friends™ and Zynga Poker™. Zynga's games are available in more than 150 countries and are playable across social platforms and mobile devices worldwide. Founded in 2007, the company is headquartered in San Francisco with locations in the U.S., Canada, the U.K., Ireland, India, Turkey and Finland.