저자: JimCramer · 외국인
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다음 주 실적 시즌 주요 종목 일정 및 전망을 정리. 팔란티어 실적 블로아웃 예상, 듀폰 분할 저평가 주장, 캐터필러·화이자·메리어트·디즈니·맥도날드·Dutch Bros·e.l.f.·일라이릴리 등에 긍정적 견해, 노보노디스크 대비 릴리 경쟁력 언급, 웬디스 실적 악화 우려. 중국 무역협상 및 브루셔 해서웨이 실적 관심. 전반적으로 실적 이벤트 중심 낙관적 톤.
다듬은 글
[ America. I'll do o teach you. Call me 1800743 CNBC. Tweet me Jim Kramer. Now, we're still in earnings Hades, but at least it's getting a little cooler out there. That's right. We've now gotten over the hump of the big time growth stocks, the hyperscalers, but there's plenty left. Why don't we do this?
Let's go right to the game plan. First, we got the usual caveats. We will get a breakthrough in the trade talks with China this weekend. I don't know. Uh, will we hear anything about Canada? I hope so. Will anything change now that Mexico's gotten another 90-day reprieve? Everything's on the table as usual.
Saturday morning, we get results from Brookshire Hathway. It's going to be a little different this year. With Greg Evil running the place, we're hearing some grumblings of late about the performance of the stock. To which I say, are you kidding me? Warren Buffett's about to retire CEO. Of course, the stock's not going to do it as well as it used to.
But even with Buffett taking a step back, we can still care about Bergkshire with the the company with its amazing properties. by the way, including Burlington and Northern the railroad. And if the conglomerate has a good quarter, the stock's going to run. So, let's just back down a little bit from the negative.
After the close Monday, we hear from the most controversial stock in the entire market, and that's Palunteer Technologies. The AI fueled software company has become one of the hottest stocks there is with an almost cultlike shareholder base led by the Messianic CEO, Alex Karp. I predict a total blowout that will smoke the shorts because Karp's still getting a ton of business and repeat business from everything from the super package goods to the federal government is growing like a weed.
Tuesday morning we get results from DuPont which we own for the travel trust and we need to see if that break up of this company is on track. We think DuPont is dramatically undervalued but we feel very lonely in this one. That doesn't bother me because I think the bullcase here is very straightforward.
The parts are worth dramatically more than the whole which makes this an ideal breakup story. Companies that announce breakups like DuPont and another investing club named Honeywell fall into this kind of purgatory funk while the parts are being divvied up. So they require patience, but I bet you'll be rewarded.
The once erratic caterpillar has now become a smooth secular grower thanks to former CEO, now chairman Jim Uby. We used to think the cat was impossible to gain. Now I'm telling you, I think it'll print one more good quarter as it rides the tailwinds of infrastructure spending and reshoring in this country.
I like it. There's another one that I'm not so sure of. reporting. At the same time though, Fizer, we did see some really dramatic results here from the clinical trials like the ones that Fizer picked up when they bought the CGEN at the end of 2023. It's enough time to see more than we've seen already.
I got to tell you that and they better hurry up because the shareholder base is getting very restive and who knows what the president has up against sleep against this industry. We also get numbers from the always reliable Marriott. Now, I do want to point out that when this great hotel year reports, it stock often goes down even if the numbers are good.
Usually though, that's a buying opportunity. But let's wait until the day after before we pull the trigger. On Wednesday morning, we hear from a couple of iconic companies reporting that I like Disney and McDonald's. Now, the former has just well, I got to tell you, it's moved up very nicely. Uh, but it's starting to get back some of those gains.
I think Disney Plus will be good. Oldfashioned TV led by sports got a little better. Theme parks continue to hum. Start paying attention to cruises. They will make a ton of money. As for McDonald's, the stock has been out of sync with McDonald's the company, which has gotten a lot better lately with some new offerings, limited ones.
I think it's a buy. After we close, we had two more companies I like very much, and I bet they'll give us good numbers, and that's Dutch Bros and E.L.F. Beauty. These two renegades, young companies that have disrupted the coffee and cosmetic business. Wow, they got a lot of room to grow and take share, and that's exactly what they're going to do.
Again, good stocks. Thursday, we're waiting for the numbers from a club named Eli Liy uh with baited breath, frankly, because of the horrendous numbers from their only re real GLP-1 competitor, Novo Nordisk. We don't know if that's happening because Lily is taking share from the poorly run Novo or if companies are seeing a peak in these revolutionary weight loss drugs.
My presumption is that it could be a little bit of both. I'm concerned that Lily might be a little diluted because Novo cut prices on MGOI pretty substantially. Now, we sold a little this week for the child's trust. A huge gain. Give me a break. You can follow what we're doing by joining the CBC Investing Club and I suggest you do so.
Next, I want to hear from Warner Brothers Discovery in the morning because CEO David Zazzlot has been doing a lot to reorganize the company and pay down debt. This stock's been moving up as we're getting more facts about the impending breakup and the balance sheet improves. Thursday night, we'll find out more about the deal that the US government is with made with MP Materials.
That's that rare earth minerals uh company as it reports. There's plenty more to learn and I think it'll all be positive because the White House doesn't want to be hostage to China for these important materials. Don't forget Apple's in there too buying recycled minerals. We want to we went to see Win Resorts earlier this year and I thought the story was a great one.
I by the way I really like the lilas too. If you can get in there it's a tough ticket originally wasn't so great but you know what I talked it up too early but now it's really starting to climb. I'm feeling better about it. What else? I believe that Pinterest will report a number that puts it in the elite online advertising formats with, by the way, Reddit.
Now, if we're talking social media sites to advertise on, Pinterest is by far the most familyfriendly. And while the market's not as big as it used to be, it still counts. Finally, on Friday, we hear from the bed of Wendy's. Now, last time we got weak numbers and a dividend cut. Could it get worse? I got to tell you, the competition in that business is so rife, I don't I can't guarantee any numbers from that company.
So, here's the bottom line. There you have it. Not a big week, but then again, what could have been bigger than this week? And I don't know about you, but I'm exhausted. So, can I suggest you just stay with Kramer? &. Booya for the emperor of crime. Honorable James J. Kramer, you got me jumping around my office right now.
Thank you so much for all you do for us. I enjoy your show and I find it very entertaining and informative. I watched your first ever episode of Mad Money back in 2005 and I've been watching every single episode ever since. Don't miss Mad Money every night at 600 p.m. Eastern. Plus, join the CNBC Investing Club and stick with Kramer around the clock.
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