Four Hot Stocks To Watch
Ford Motor Co. (F):
Consumer Discretionary - Automobiles | Reports July 26th, BMO.
The Estimize consensus calls for EPS of $.45, one cent higher than the Wall Street consensus and a decrease of 15% YoY. Currently, the Estimize community is looking for sales of $38.09B, which is slightly higher than the Street’s, $37.9B.
Last quarter the American car company posted a beat for both their revenue and EPS, but does this mean a turnaround for a company sitting near its 52-week low? When the company releases investors will be listening closely to the new CEO on how he will improve their bottom-line as well as staying ahead of the technology curve. Last month Ford saw a 9.8% increase in their F-Series trucks, and this could continue to be a bright spot with oil prices staying relatively low. Finally, investors will be interested in how Fordwill market their vehicles to consumers overseas, specifically China.
Healthcare - Biotechnology | Reports July 26th, AMC.
The Estimize consensus calls for EPS of $2.21, three cents higher than the Wall Street consensus, however a decrease of 29% YoY. Currently, the Estimize community is looking at revenue of $6.45B, which is slightly more optimistic than the Street ($6.36B). Check out the Estimize website to see our prediction for Arrival Sales.
Gilead has been underperforming in comparison to the broader market and the reason is not a mystery. Gilead’s revenue from their Hepatitis C drug has been falling, in 2016 they were down 22.5% YoY and accounted for 50% of their total product sales. However, the positive is that Gilead recently received FDA approval for their chronic Hepatitis C drug, Vosevi. This new drug will help them gain a larger portion of the Hep C market, with patients who did not respond to other drugs.
Consumer Staples - Beverages | Reports July 26th, BMO.
The Estimize consensus calls for EPS of $.58, one cent higher than the Wall Street consensus and a decrease of 5% YoY. Currently, the Estimize community is looking for sales of $9.8B which is roughly in line with the street.
Coca-Cola is working to change and diversify their brands in order to meet the tastes of their consumers and increase their revenues. Over the past four quarters revenue has been falling, but the stock price is sitting at a 52-week high. It seems that KO is shifting their focus away from Diet Coke, Sprite, Fanta and expanding their Dasani and Powerade business. Also, if you want to look towards their major rival PepsiCo for guidance, their Q2 may look gloomy.
Boeing Co. (BA):
Industrials - Aerospace & Defense | Reports July 26th, BMO.
The Estimize consensus calls for EPS of $2.38, six cents higher than the Wall Street consensus and a decrease of 17% YoY. Currently, the Estimize community is looking for sales of $23.01B which is a tick higher than the Street’s $22.97B.
Boeing looks to crush their EPS, which has become somewhat of a trend for BA. This is why investors are not too optimistic a big surprise will directly result in a large increase in stock price. On the revenue side, the past four quarters have shown a steady decrease which is due to their lagging commercial airplane sales. Boeing has seen increases in their global business service segment, which can be associated to Trump and his focus on the military and increasing the budget.
Disclosure: There can be no assurance that the information we considered is accurate or complete, nor can there be any assurance that our assumptions are correct.
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