Earnings Calendar for April 2022

Posted on by The INO.com Team

April means earnings season is almost here!

Alcoa (AA) is scheduled to report quarterly earnings to investors on April 20. That marks the unofficial start of earnings season.

It's also when our Drift Trader list starts to fire up again, picking stocks that have the potential to run after surprise announcements.

Get a jump on earnings season with a free test drive to Drift Trader. One of these companies may just be your next triple digit winner.

Most Anticipated Earnings For April 2022

Below are some of the most anticipated earnings announcements for April (click to download a printable PDF).

April 2022 Earnings Calendar

April 1 (≈11 announcements)

Guardion Health (GHSI)
NextDecade Corp (NEXT)
Power REIT (PW)
Verra Mobility (VRRM)
Yatra Online Inc (YTRA) Continue reading "Earnings Calendar for April 2022" →

Truth: The New Frontier In Energy

Posted on by Tim Snyder

“The following is an excerpt from Tim Snyder’s “Weekly Quick Facts” newsletter. Tim is an accomplished economist with a deep understanding of applied economics in energy. We encourage you to visit Matador Economics and learn more about Tim. While there, you can sign up for his completely free Daily Energy Briefs and Weekly Quick Facts newsletters.”

What is it about the truth that scares people?

I remember a time when finding the truth from a political party or the press was essential to the bond that both would build with their constituents. I know that sounds pretty naïve, and there has been politically leaning news media since way before I was born, but the truth is, we all used to read the newspaper for the facts, and if they got the facts wrong, they would print a retraction and fix the mistake. Sadly though, those days are long gone.

Today, however, the truth is more like the seasoning you put on your pasta primavera. It accentuates what it needs to but never overpowers the narrative. Unfortunately, that’s what is happening in the battle between fossil fuels and renewable energy today. The facts are sprinkled about to not offend the narrative that the economy desperately needs fossil fuels, and renewables are nowhere near ready for “center stage”.

Let’s have a little truth for a change! Continue reading "Truth: The New Frontier In Energy" →

Protect Your Portfolio From An Inverted Yield Curve

Posted on by Matt Thalman

In March, the spread between the 5-year Treasury bonds and the 30-year notes inverted. This means that the yield on the shorter-term bonds was actually higher than the yield for the longer-term notes. This is a signal to some that a recession is coming.

Since 1955, equities have peaked six times after the start of an inversion, and the economy has fallen into recession within seven to 24 months from the time it first occurred. This inversion occurred in 2019, and then we did drop into a recession at the start of the Covid-19 pandemic. The inversion also happened in 2006, prior to the start of the financial crisis, which began in 2007. Those are the most recent occurrences, but there are others.

Not all the times we have seen the yield curve invert have we experienced a recession. Furthermore, from a historical view, a recession occurs every few years anyway, so the idea that the inverted yield curve is the cause or the canary may be a little overplayed. Continue reading "Protect Your Portfolio From An Inverted Yield Curve" →

Disney - Full Business Strength Ahead

Posted on by Noah Kiedrowski

Disney is starting to fire on all cylinders now that Covid has subsided. Disney's parks are back in full swing, and movie theaters are springing back to life in this post-pandemic environment. Despite Disney's full business nearly back online, the stock sits near a 52-week low. Disney (DIS) should be in the sweet spot of capitalizing on the pent-up post-pandemic consumer wave of travel and spending at its parks while being the new and preferred content provider via Disney Plus. The former is roaring back while the latter continues to build out content and expand its membership base.

The streaming efforts (Disney Plus, ESPN, and Hulu) have transformed Disney's business model with recurring revenue streams, which will be further bolstered by its legacy businesses now that Covid is diminishing. Taken together, Disney has set itself up to benefit across the board with its streaming initiatives firing on all cylinders while its theme parks are back online and movie theaters have reopened. The company has been posting phenomenal streaming numbers that have negated the negative pandemic impact on its theme parks. However, the streaming-centric narrative is changing as the theme park revenue flows into the company's earnings. Disney presents a very compelling buy for long-term investors as the synergy of its legacy business segments combines with its wildly successful streaming initiatives, all of which have more pricing power down the road to expand margins.

“Hulk Smash” Earnings

Bank of America analyst Jessica Reif Ehrlich noted that the most recent quarterly results were "Hulk smash" and largely driven by Disney+ direct-to-consumer segment, as well as "significantly better" results from its parks, experience, and products business, which generated $2.45 billion, compared to estimates of $1.35 billion. Continue reading "Disney - Full Business Strength Ahead" →

Yield Curve Inverts Deeper Than August Of 2019

Posted on by Gary Tanashian

Like the larger media, this tiny little spec within the media reports the news to you. The 10yr-2yr yield curve has inverted (ref. Yield Curve inversion upcoming). Now, what does it mean?

Well, the first thing it usually means is not to panic (especially now that High Yield credit spreads are easing), but to tune out the media hype about it because it is not the inversion that tends to signal an economic bust but instead, the steepening that follows it. Among the important questions are how long will it remain inverted and how deep will the inversion go before the next steepener?

Here is today’s post-payrolls (+431k jobs) move as the bond market demands that the Fed get off its ample behind and get with the inflation making nasty headlines as it cost-pushes across the economy while the Fed and the long end of the curve lag well behind. But the Fed is probably lagging for a reason and one major reason could be that they see the curve, they know what comes next and it’s not pretty.

yield curve
cnbc.com

From the post linked at the top: Continue reading "Yield Curve Inverts Deeper Than August Of 2019" →