谈股论币

2018-01-10 (Earnings Season Starts)

战胜市场 6月前 163

Market snapped winning streak with mild loss today. Financial leads.

Crude +0.78% to $63.45. Gold +0.36% to $1,318.40.

Treasury Yields spiked in the morning as China said to view them as `Less Attractive'. 10-year yield reached 2.6% before retreating. Nevertheless, fixed income stocks, including REIT (IYR -1.2%) and Utilities (XLU -1.1%), struggle again.

WFC (+1.4%) will kick off Financial Earnings tomorrow.


Winners

LEN +2.4%, reported Q4 EPS of $1.29 misses by $0.19. Revenue of $3.78B (+11.8% Y/Y) beats by $210M.

KBH +0.4%, reported in AH Q4 EPS of $0.84 beats by $0.07. Revenue of $1.4B (+17.6% Y/Y) beats by $40M. Shares +3.9% AH.

It seems that bad weather does bother airlines. UAL +6.7%, AAL +3.3%, DAL +3.1%...

GE +1.9%, makes YTD +8.4%.

Department stores enjoy the holiday tailwind: JCP +6.2%, M +3.7%, KSS +3.2%, JWN +2.7%, TGT +2.3%...

ISRG +6.6%, expects Q4 2017 sales of ~$892M (+18%) and ~$3.1B (+16%) for the full year.

KODK +57.4% after a 120% jump yesterday. WTF! Yesterday, NPR Market Place host was mocking that he would like to change the program name to "Market Blockchain Place".

Losers

Some consumer Staple stocks had a hit today: CPB -3.1%, MNST -2.9%.

EBAY -4.7%.

LRCX -3%, AMAT -2.8%. INTC -2.6%, MLNX -4.1%

Chinese Techs broadly lower: BIDU -2.3%, QD -2.4%, WUBA -1.9%, MOMO -1.5%, NTES -1.2%, WB -1.3%, YY -1%, BABA -0.5%...


My Trades Today

Sold 30% M @ $25.6

Bought O @ $53


source: defeat market
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