Chris Wang Previews HD and WMT Earnings at TD Ameritrade Network

Chris Wang chats with Nicole Petallides, host of the Watch List, about what to expect to Home Depot and Walmart earnings tomorrow. Both companies have been big beneficiaries of the pandemic, but now face extremely tough comparisons.

Chris Wang on Reuters TV: Investors look through COVID wave

On Friday afternoon, I had the pleasure of returning to Reuters TV to have a quick conversation with anchor Fred Katayama (@Freddiethekat). We discuss the surprising drop in consumer sentiment and why investors appear to be looking through the current Delta COVID wave. Corporate earnings remain extremely strong and with vaccination rates high in the US, this COVID wave should be shorter lived.

Andrew Wang on the Economy Reopening and Dufry Group

Andy Wang returned to The Watch List with Nicole Petallides to discuss the reopening of the economy and Dufry Group, a Swiss-based travel retailer which operates duty-free and duty-paid shops, and convenience stores in airports, cruise lines, seaports, railway stations, and central tourist areas.

Chris Wang on What to Expect from Lululemon Earnings

Lululemon (LULU) is up 30% y/y and has been increasing. In a conversation with Nicole Petallides on the TD Ameritrade Network, Amber Focault, Strategist and Head of Products for Cardify and Chris Wang, Research Director of Runnymede Capital Management, discuss the future of Lululemon as well as other retailers with high customer enthusiasm and brand loyalty such as Nike (NKE) and Under Armour (UAA). While Lululemon’s sales may decrease after the full reopening of the U.S. currently, Americans are eager to get out and spend money. At present, Lululemon’s average basket size is at a rich $250 per customer. Tune in to find out more.

Chevron (CVX) And Horizon Kinetics ETF (INFL) As Inflation Trades

Andrew Wang returned to Market Overtime with Nicole Petallides to discuss the impact of rising inflation on your long-term portfolio.

Chris Wang on Under Armour Earnings

Chris Wang speaks with Nicole Petallides, host of the Watch List and Market Overtime, about Under Armour (ticker UAA) earnings. The company blew out expectations earnings 16 cents vs street expectations of 4 cents. It also raised full year guidance from 12 to 14 cents to 28 to 30 cents. Given that the company already earned 16 cents and the third and fourth quarters are typically their strongest, their guidance seems very conservative and the company will likely blow out earnings for the rest of the year. 

Andrew Wang on Semiconductors at Market Overtime

Andrew Wang says that the semiconductors sector has good visibility as lead times extend to 12-50 weeks. He also discusses Taiwan Semiconductor Company (TSM) which reported earnings of $0.96 in EPS and $12.92B in revenue.

Chris Wang on Cloud Computing, Snowflake and Microsoft

Chris Wang speaks with Nicole Petallides, host of the Watch List and Market Overtime, about the cloud industry and its growing global megatrend. The group has seen real benefit from the pandemic, pulling revenues forward. Many names in the industry have been huge beneficiaries due to their their business models and Chris thinks this looks like a decent entry point to start building a position in several names in the cloud space.

Andrew Wang and Nick Colas on What Rising Interest Rates Mean for Banks

Andrew Wang and Nick Colas provide their respective outlooks for the financial sector, including some names they like moving forward in 2021.

Andy Wang on Markets, Spirit Airlines, and Fiserv

Andy Wang spoke with Nicole Petallides, host of the Watch List, about financial markets, Spirit Airlines, and Fiserv -- two stocks that will benefit from the reopening of the economy.

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Please remember that past performance may not be indicative of future results.  Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Runnymede Capital Management, Inc.-"Runnymede"), or any non-investment related content, made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful.  Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions.  Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from Runnymede.  Please remember that if you are a Runnymede client, it remains your responsibility to advise Runnymede, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Runnymede is neither a law firm nor a certified public accounting firm and no portion of the blog content should be construed as legal or accounting advice. A copy of the Runnymede's current written disclosure Brochure discussing our advisory services and fees is available for review upon request. Please Note: Runnymede does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Runnymede's web site or blog or incorporated herein, and takes no responsibility for any such content. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

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