Hi folks 
This is the tenth one of these I’ve penned. I enjoy writing and sharing with you folks, that make me a better more informed investor and hopefully you too. Shall I keep them up? Are they useful?
Did you know that 6 out of 10 Gen Z investors have admitted to trading while drunk, or ahem in-cider trading 
. Be honest what was the last trade you made sober but wish you were drunk because you’d at least have an explanation. Comment below and receive the absolution for your sins.
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Since nobody complained about the pop philosophy last week here is another stoic nugget that you didn’t ask for -
There is always temptation when you stumble across an interesting stock or IPO so gleefully you welcome them into your stable only for months to pass and you can’t remember why it’s there. I wonder how many a portfolio could do with a compass & map?
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So let’s roll our collective sleeves up and see what the next few days have in store. I’ve tried to incorporate some more indicators of macro trends this week, let me know what you think below.
Guide
= Earnings Report / Trading Statement
= Ex-Dividend date
= Dividend payment
= Macro / Market Wide
Monday January 17th
US Markets closed for MLK holiday
China Q4 growth numbers, unemployment numbers & Retail sales
XPP - XP Power 21p
Tuesday January 18th
LOW - Lowes 80c
PECO - Philips Edison 9c
UK unemployment rate for November 2021.
The last update we received was for October 2021 and it brought with it 4.2% unemployment and more payroll starts than any period since 2014. Will this trend continue? Its a key metric the Bank of England will be monitored when they consider any rate changes in their battle with inflation. Watch for markets to respond if there is anything unexpected here.
Charles Schwab (SCHW)
Average analysts estimates for Charles Schwab sit at $102 which represents a nice 10% upside on the Friday close price. The third largest asset manager in the world could be well placed as interest rates rise with people rebalancing portfolios.
Keep a 
on
$4,80 billion total predicted revenue. Ip 15% from lat year.
Total AUM tipping over $6.8bn
Goldman Sachs (GS) - What do bankers where on a zoom meeting? The same smug grin they wear everywhere else!!
From the outside the bad boys (and girls) of Wall Street appear to be doing really rather well signalled clearly with a stock bonus package due for the partner tier worth ‘millions for each person’. Sitting with a 20% upside form an average of 17 analysts and a P/E of just 6.28 Goldman might be somewhere to shelter from the growth stock storm, I’d have preferred a higher dividend than 2.1% though.
Keep a on
Can they break $60bn in revenues for the first time?
Wednesday January 19th
Latest UK inflation figures CPI & RPI
CAT - Caterpillar $1.11
NG - National Grid 17.21p
Procter & Gamble (PG)
The makers of Pringles & Pampers reports H1 2022 earnings this week and while sales have been on the rise since the beginning of the pandemic they are tangling with rising costs. Covid is causing a global shortage of workers as fewer people are willing to work or governments aren’t allowing them. The main issue for the Febreze & Flash maker to tackle is, you guessed it, Inflation. Consumers are very price sensitive and this will likely lead to margins coming under pressure as P&G try to swallow as much as they can.
Keep a on
Revenue growth between 2% & 5%
Margin pressure to be addressed
Bank of America (BAC)
Nobody actually listens to analysts right? If you did 12 months ago you’d be up 45%. Taking a 5% drive on Friday after ‘mixed’ results from fellow banks Citigroup, JPMorgan and Wells Fargo any disappointing results should have been priced in. Rising interest rates is good if you’re a bank.
Keep a on
Earnings to surpass the $22bn mark.
United Airlines (UAL)
I’ve always struggled with airlines as a business. How to you honestly value a business like this - $40bn in debt (2x revenues), a P/E of 12, no dividend history and up 8% in 15 Years
I’m throwing this one out the FT community, is anyone here buying airlines - if so who and why?
Thursday January 20th
CPG - Compass Group 14p
GAW - Games Workshop 65p
CVS - CVS 55c
GLAD - Gladstone - 6.5c @Big-g
Netflix (NFLX)
Netflix and chill … or Netflix and will (you please stop dropping!)
The last time you could have brought Netflix for this price it was budgie smuggling August and across the whole of 2021 Netflix returned an anaemic 5% growth, compared to the rest of the NASDAQ who bolstered 15%. Like a Chesney Hawkes gig, there is only on thing everyone has come for … The One & Only Quarterly Subscriber Growth 
Netflix have continued to grow the subscriber base even as lockdowns restrictions have been wound down, mostly thanks to expansion in the Asia Pacific region.
Keep a on
- User growth
- Retention of margin. Anything above 7% should be well received
- Next years program budget.
Friday January 21st
HFG - Halfords 3p
SDY - Speedy Hire .75p
CURY - Currys 1p
I’ve picked some choice cuts from the week, what are you looking forward too? Any tasty dividends landing in your portfolio? What about the map & compass, do you know to which port you’re sailing?
Thanks for reading, don’t forget to 
and let me know what you think below. 
is working though 
for him.
. However, it is always essential reading - the thoughts and comments invariably trigger connections.