Hi Folks
Were all back into the swing of things, the sound of an alarm shattering your slumber is again a regular fixture and coffee has returned to its status a lubricant without which the engine just won’t work, but there is always 5 mins to see what could affect your investments this week.
Shout out to everyone still putting away their Christmas decorations!
I’ve been starting 2022 trying to be a little more stoic - have we got any Seneca-heads reading this today, any Epictitus-ites?
One thing that has stuck out for me is a quote that I’ll share in the hope that it makes navigating the week a little easier. This is not an excuse for selfishness but a reminder to focus completely on what you can control.
With philosophy 101 out of the way we can get into the week ahead, this is not a complete list but some interesting bits that caught my attention, if you’ve got anything on your radar drop it in the comments below.
So here we go …
Guide
= Earnings Report
= Ex-Dividend date
= Dividend payment
= Trading Statement
Monday, January 10th
Monday, January 10th
GOGL - Go-Ahead Group
It’s been a torrid time for anyone who is holding Go Ahead. Late last year they lost the south eastern rail franchise and their CFO. The Transport industry has been a tough place to operate for nearly 2 years now but I don’t know if anyone is rushing in to buy just yet.
There is a great video from Wendover Productions (who make amazing content and you should subscribe) all about the failed UK privatisation of the railway here if you want to check it out, I learned a lot!
TILY - Tilray
Down 90% from its February 2021 high the Canadian cannabis company announced in December that it signed a deal to buy Breckenridge Distillery. With the acquisition, they hope to turn the Colorado producer of whiskey into a non-alcoholic distilled spirits that are infused with cannabis makers. The market didn’t respond overly well - at what point will this keep dropping?
Wednesday 12th
Wednesday, January 12th
INFY - Infosys
The $100bn Infosys is the second-largest Indian IT company after Tata and report figures this week. Carrying very low debt and boasting a healthy 29% profit margin could be one to watch if they can beat expectations this week.
BWY - Bellway 82.5p
RMG - Royal Mail Group 6.7p + 20p
JD - JD Sports
SBRY - Sainsbury’s
JET - Just Eat
Thursday 13th
Thursday, January 13th
TSM - Taiwan Semi-Conductors
Reports of semiconductors ordered up 10% for Nov / Dec could be a good sign for the Taiwan based manufacturer. One question I had after looking over TSM which I’m hoping someone will be able to answer, over the last 12 months they’re up 0.7%, compare that to NVDA +100% AMD 35%?
DAL - Delta
Is now the time to buy airline stocks with fears of omicron appearing to be waining could you be tempted to take a flyer on Delta? The full-year figures are unlikely to be a fun read but future guidance is going to be interesting.
Another Wendover Productions shoutout: Are you interested in my airline don’t make much money? How Airlines Quietly Became Banks - YouTube
NXT - Next 2.05%
DOCS - Dr Martens 0.33% First ex-dividend date
SSE - SSE 1.56%
GSK - Glaxo Smithklein 19p
DLNM - Dunelm Group
HFD - Halfords
TSCO - Tesco
ASC - Asos
MKS - Marks & Spencer
Friday 14th
Friday, January 14th
It’s all about the banks today, what’s the collective noun for a group of bankers I wonder … nkey_face:
JPM - JP Morgan Chase
WFC - Wells Fargo
BLK - Black Rock
C - Citigroup
Trialing 1-year stock price performance graph Google Finance
Interest rates are rising, the federal reserve minutes showed they’re planning 4 rises in 2022, 3 in 2023 and 2 more in 2024 potential hitting 2.25%, joint highest since 2018. This is good for business when you lend money.
Citigroup is sitting on a P/E of 6.33 and paying 3.10 & dividend yield while JPM & WFC look very attractive.
EVR - Evras Steel 14.84p
BME - B & M Bargains 25p