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y money welcome great you and to after a calm day where money rotated back into tech even though people said it wouldn't dale gaining 115 points s p climbing point seven four percent nasdaq poll voting 1.67 you need to understand this week is about one thing and one thing only it is about earnings first time it's been like that in a while yet this is the most overwhelming week of earnings season when a ridiculous number of companies report at the exact same time so let me give you the game plan for navigating a confusing if not impossible to understand period all right it's going to start right with tomorrow we hear from mcdonald's one of the restaurants that can thrive in this environment right i mean i'd be surprised if it wasn't an upside surprise i'd be disappointed we get results from pfizer which should have a good quarter but we also want more color on their covet vaccine then there's 3m they needed to tell a better story than last time a story about how their safety divisions on fire their auto business has turned and china's coming back sadly i don't think you get any of that then we have raytheon the defense and aerospace company that will give us a glimpse of the broader industry before bowling reports on wednesday i have a decent feeling about raytheon because ceo greg hayes runs a tight ship but i fear we won't hear anything good about boeing i'm concerned about aerospace because we're simply not seeing any travel pick up actually it's coming down a little bit especially now that the rest of the world seems to be getting hit with the second wave of the pandemic i i didn't feel that good after speaking to gary kelly the the ceo of southwest and he's the best i'm still worried about all things aero i was looking for where to take my christmas vacation and every place i checked that won't even let us go buzz kill starbucks supports after the close and i think this is a key component of any barbell portfolio one where you have a balance of coveted stocks and recovery stocks starbucks is now scorned as a place that can't handle traffic or lines in the age of social distancing and that can't capitalize on the rebound in china i think that's unfair they're rolling out new stores that don't have seating and i bet we'll be shocked by the pickup and sales we hear from amd kramerfave amd on tuesday morning and until their arch rival intel screwed up i just saw the chief engineer just quit i would say or quit i would say uh own this stock into the quarter but now it's a stretch because the stock went up almost 10 points on the news that intel's screwing up i am confident there will be enough pauses though to keep the stock from trading anywhere near back down to where it was before intel dropped the ball in the end i think they're beating intel on the tech with tons of terrific new generation processors uh and some great video chips by the way all right the robinhood gang loves ge which and airport wednesday will they be satisfied with these numbers do they understand the numbers i expect a bit of a letdown as they've got too much aerospace exposure oh don't worry about it they'll just rotate into ford or something speaking of aerospace there's also the aforementioned boeing i think the ceo will dig himself a deeper hole in the conference call that would be difficult to climb out of the best thing they can say is that they don't need a bailout my advice let the much beloved cfo do the talking and please say a good word about american airlines which people which has not been able to lift ever since you said that one carrier might go under we hear from paypal after the close financial technology so love that these guys could deliver a so-so quarter i still think the stock would rally it's if it's genuinely good sky's the limit then there's shopify who else was on the shopify as early as i was there's another stock people can't resist the only time this e-commerce enabler goes down is when shorts push it lower off the quarter causing befuddled longs to panic that's your buying opportunity after the close we hear from servicenow one of our cloud kings and ceo bill mcdermott has done a fabulous job of making his company essential to large enterprises i think you can rally as long as we don't get another wholesale rotation out of the cloud stocks his old company sir uh sap report a good number uh last night let's not forget washington the house is holding a market concentration hearing with tim cook from apple jeff bezos from amazon sundar pinchad from uh alphabet and mark zuckerberg from facebook i don't think it'll be a big deal but there's always a possibility that things would get ugly uh when uh big tech ceos head to the hill it's really a humbling process what else we'll hear from fed chief jay pal too i expect nothing newsworthy although it won't be reported that way at the time if it weren't for covid19 i wouldn't care at all about thursday morning but you got astrazeneca and eli lilly reporting when it comes to the race for a vaccine we know astrazeneca is an elite we haven't really heard much about luly's anti-antibody strategy although i actually expect great things from those humble indianapolis people and covet aside they have a habit of raising their forecast every quarter i like this guys after the close things go crazy first there's facebook and mark zuckerberg has a chance to explain listen mark this is your plan to how he plans to create more minority owned instagram shops than the small business administration he should challenge the sba it's the right thing to do and it would also give him some much needed positive publicity honestly though public image aside facebook's the cheapest way for small businesses to reach customers in their neighborhood so it should have a fabulous quarter even though some of the big dogs have left we also hear from amazon apple and alphabet that same night and i expect all three to disappoint yeah you heard me amazon on its forecast because this quarter will be tough to top apple and current sales because store closings and alphabet because that's just what they do what's the reality though we heard from microsoft last week that in their azure cloud business was actually a little less than stellar i think they may have lost a step due to competition from amazon web services and cl google cloud i expect both companies to have excellent cloud numbers the problem with amazon is that the court is going to be a tough act to follow because now now that most people wear masks it isn't as frightening to shop in person i almost went shopping this weekend apple doesn't like to brag so they won't pound their chest on 5g as for and as for innovation they saved that for the conferences i hope apple sells off maybe your last chance to get in before 5g takes over the world even with the stock trading 25 times earnings uh something i predicted based on the strength of the service revenue stream it might turn out to be cheaper than it looks on a stay-at-home order stuff stuff from the app store basis here's an outrageous prediction apple will finally break out the lifetime value of a customer just like a consumer package goods company would do because they have incredible customer loyalty remember this is all about the razer razer blade from now on uh the iphone is a delivery system for apps and subscription services and you know siri set my alarm for 4 a.m you know that kind of thing as for alphabet what can i say i don't even know what a good quarter from alpha would look anymore although neither does anybody else the thing that's most disturbing about alphabet is somehow i heard on the skywars call every second there are 84 000 google searches and 85 000 youtube viewings how in the world are they not making a lot more money hey maybe keeping kids at home for school will allow them to cheat on google and that could drive the numbers higher friday we have exxon and chevron which that that was a joke which had become a tale of two cities exxon was always king to chevron's pawn no longer last week chevron bought noble energy now it's playing offense i i don't know what game exxon's play last but not least caterpillar reports could be a tough quarter but they can claim it's all uphill because china and oil have bottomed the bottom line is fang still investible and irresistible should we look elsewhere for gains this is the week that we find out
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