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Кремер дал анализ отчетам, которые ожидаются на следующей неделе. Все оценки доходов и доходов основаны на прогнозах FactSet.
📍 Вторник: отчеты о прибылях Wells Fargo $WFC , JPMorgan Chase $JPM , Johnson & Johnson $JNJ
“Сейчас просто невозможно что-либо предсказать, особенно с Джейми Даймоном, ген.директором JP Morgan, все еще выздоравливающим после операции на сердце и новым [ген.директором Wells Fargo] Чарли шарфом”, — сказал Кремер. — Тем не менее я все еще надеюсь, что оба банка поклянутся своими дивидендами.”
“У J&J есть удивительный конвейер новых лекарств… но у них также есть большое подразделение медицинского оборудования, которое может разочаровать, потому что COVID перевернул весь рынок хирургии”, — сказал он.
📍 Среда: Bank of America $BAC , Goldman Sachs $GS и Citigroup $C , UnitedHealth $UNH Group
“Я думаю, что Bank of America будет говорить о том, насколько далеко он продвинулся в выдаче кредитов по программе защиты заработной платы”, — сказал Кремер.
«Я надеюсь, что Goldman покажет нам что-нибудь об их совместной кредитной карте с Apple”, — сказал он.»Citi смехотворно дешев, но он больше не может выкупать акции, поэтому я задаюсь вопросом, может ли руководство оправдать гигантский спред между реальной балансовой стоимостью и фактической ценой акций”, — сказал Кремер.
«Пандемия будет трудной для индустрии медицинского страхования, но я думаю, что у UNH есть много рычагов, которые она может потянуть”, — сказал он.
📍 Четверг: Abbott Laboratories $ABT , Intuitive Surgical $ISRG
«Abbott — потрясающая компания. Я думаю, что этот [пятиминутный тест на коронавирус] изменит правила игры, если они смогут сделать их достаточно”, — сказал Кремер.»Прямо сейчас операции откладываются по всей стране. Не очень хорошо для Intuitive», — сказал он.
📍 Пятница: Schlumberger $SLB
«К сожалению, сейчас на нефтяном рынке полная катастрофа. Цена на сырую нефть сегодня снова подскочила», — сказал он.
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