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- The Investing Week Ahead: 3/28/22
The Investing Week Ahead: 3/28/22
Highlighting the most important topics to attack the investing week ahead.
Welcome back to another week of navigating the wild world of investing!
Before we begin, I thought this was an interesting graphic from the New York Times. It visualizes the current US spend on the Ukraine situation — showing just how expensive our international involvements can be.
Let’s jump into everything you should know — from earnings reports & stock-moving events to investor days & economic updates.
In this post, we’ll cover:
Quarterly financial reports worth reading
Investor events to keep an eye on
Major economic releases
Event-driven winners
Consider using Seeking Alpha to conduct your research along the way.
The Investing Week Ahead - Too Long, Didn’t Read:
Earnings reports from Micron, Lululemon, Jefferies, Chewy, Restoration Hardware, Walgreens, and UiPath
A slew of electric vehicle delivery reports show us the current state of the industry
US labor market and GDP updates help paint a better picture of the economy’s health
Key Earnings Announcements:
A diverse set of financial reports comes in as we head into the typically-green month of April.
Monday (3/28): Dave & Buster’s, Jefferies, XPeng
Tuesday (3/29): Chewy, Lululemon, McCormick & Co, Micron Technology, Restoration Hardware
Wednesday (3/30): Arhaus, BioNTech, Five Below, Paychex, UiPath
Thursday (3/31): Blackberry, Blend Labs, Walgreens
Where we’re looking:
Investor Events:
Our ‘spring break’ for investor events is currently underway, with the main focus being on electric vehicle development.
Tuesday (3/29): Gildan (GIL) Investor Day
Wednesday (3/30): Five Below (FIVE) Inaugural Investor Day
Throughout the Week: EV Deliveries Updates (TSLA, NIO, LI, XPEV)
Bank Conferences: Maxim Growth Conference, Bank of America Virtual Crypto Mining Conference, Bank of America ESG Consumer & Retail Conference, Jefferies Pan-European Mid-Cap Conference
Given the relatively light slate of earnings, I’ll be paying close attention to the electric vehicle deliveries reported this week. Paying subscribers may have seen that I added to my Tesla position last week.
Major Economic Updates:
Important econ reports are back in the spotlight this week, with a focus on the current state of the labor market and revisions to the US GDP.
Tuesday (3/29): Job Openings & Quits
Wednesday (3/30): ADP Employment Report, Final GDP Values for Q4 and 2021
Thursday (3/31): PCE Price Index
Friday (4/1): Jobs Report & Unemployment Rate, Construction Spending, ISM Manufacturing Index
As mentioned in yesterday’s Week in Review, initial jobless claims hit their lowest level since 1969 — as demand for workers is much higher than supply and companies are doing everything possible to retain employees.
With negative international relations, inflation concerns, and even food shortage projections — the broader market is clinging to these positive labor market trends.
Events-Driven Winners:
What specific events are moving stocks the most?
Our friends at LevelFields took the time to scrub through thousands of data points and determine how events impacted stock prices last week. It’s a great platform for catching trading opportunities as they arise.
If you find these Week Ahead posts helpful, please consider sharing with a friend! Have a great start to your week!
Disclaimer: This is not financial advice or recommendation for any investment. The content is for informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice.
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