CNBC’s Jim Cramer on Friday said that next week will be a crucial moment for determining what the upcoming earnings season will look like.
“It’s been ages since we’ve been on pre-announcement watch, where companies have to admit that things aren’t going well. Things like higher labor costs, supply chain woes and the Russia-Ukraine war. They may be playing havoc with corporate bottom lines – such havoc, that some companies may cut their forecasts next week before they are due to report,” the “ເງິນ Mad” ເຈົ້າພາບເວົ້າ.
“If we get through next week unscathed by the negative pre-announcements, it makes me feel a lot more confident that July won’t be as bad as what we’ve just been through, and it’ll make me more bullish,” ລາວໄດ້ກ່າວຕື່ມ.
Cramer said he’s keeping an eye out for the Case-Shiller Home Price Index next week to see if there’s any sign that rapidly rising housing prices have slowed due to the Federal Reserve’s interest rate hikes.
He added that he’ll be reviewing data from the Purchasing Managers’ Index, which is seen as a measure of general economic health, to further shed light on the state of inflation.
The most important number for the week, however, will be the Personal Consumption Expenditures Price Index, according to Cramer. “We must see progress in these inflation numbers, or we can expect another 50 or 75” point rate hike, he said.
Cramer ຍັງໄດ້ສະແດງຕົວຢ່າງລາຍໄດ້ຂອງອາທິດຕໍ່ໄປ. ລາຍໄດ້ແລະການຄາດຄະເນລາຍໄດ້ທັງຫມົດແມ່ນມາຈາກ FactSet.
ວັນຈັນ: Nike
- ການປ່ອຍລາຍໄດ້ Q4 2022 ເວລາ 4:15 ໂມງແລງ ET; ປະຊຸມໂທຢູ່ 5 ໂມງແລງ ET
- ໂຄງການ EPS: 81 ເຊັນ
- ລາຍໄດ້ຈາກການຄາດຄະເນ: 12.07 ຕື້ໂດລາ
“With a great executive like John Donahoe at the helm. … I think investors will look through Nike’s Chinese weakness and buy this thing,” Cramer said.
ອັງຄານ: ການບິນອະວະກາດ
- ການປ່ອຍລາຍໄດ້ Q4 2022 ເວລາ 4:10 ໂມງ ET; ກອງປະຊຸມໂທຢູ່ 4:30 pm ແລະ
- ໂຄງການ EPS: 39 ເຊັນ
- ລາຍໄດ້ຈາກການຄາດຄະເນ: 134 ລ້ານໂດລາ
Cramer said he’s interested in knowing if the U.S. government has ordered more drones from the company to send to Ukraine.
Wednesday: General Mills, McCormick, Bed Bath & Beyond, Paychex
- ການປ່ອຍລາຍໄດ້ Q4 2022 ຢູ່ທີ່ 7 am ET; ກອງປະຊຸມໂທຢູ່ 9 am ET
- ໂຄງການ EPS: $ 1.01
- ຄາດຄະເນລາຍຮັບ; 4.8 ຕື້ໂດລາ
- ການປ່ອຍລາຍໄດ້ Q2 2022 ຢູ່ທີ່ 6:30 am ET; ກອງປະຊຸມໂທຢູ່ 8 am ET
- ໂຄງການ EPS: 65 ເຊັນ
- ລາຍໄດ້ຈາກການຄາດຄະເນ: 1.61 ຕື້ໂດລາ
Both General Mills and McCormick are “high quality slowdown stocks,” according to Cramer.
- ການປ່ອຍລາຍໄດ້ Q1 2022 ເວລາ 7 ໂມງເຊົ້າ ET; ກອງປະຊຸມໂທຢູ່ 8:15 am ET
- ການສູນເສຍຄາດຄະເນ: ການສູນເສຍ 1.38 ໂດລາຕໍ່ຫຸ້ນ
- ລາຍໄດ້ຈາກການຄາດຄະເນ: 1.51 ຕື້ໂດລາ
“I always railed against this retailer for endlessly buying back their stock at high prices with nothing to show for it. … The cash at the till is dwindling,” he said.
- ການປ່ອຍລາຍໄດ້ Q4 2022 ເວລາ 8:30 am ET; ກອງປະຊຸມໂທຢູ່ 9:30 am ET
- ໂຄງການ EPS: 80 ເຊັນ
- ລາຍໄດ້ຈາກການຄາດຄະເນ: 1.11 ຕື້ໂດລາ
“Paychex will make a lot of extra money thanks to the Fed’s rate hikes, because they collect interest while they wait for people to deposit their checks,” Cramer said.
Thursday: Constellation Brands, Micron
- ການປ່ອຍລາຍໄດ້ Q1 2023 ເວລາ 7:30 am ET; ກອງປະຊຸມໂທຢູ່ 10:30 am ET
- ໂຄງການ EPS: $ 2.52
- ລາຍໄດ້ຈາກການຄາດຄະເນ: 2.16 ຕື້ໂດລາ
Cramer said he believes people underestimate the company’s growth.
- ການປ່ອຍລາຍໄດ້ Q3 2022 ເວລາ 4 ໂມງແລງ ET; ກອງປະຊຸມໂທຢູ່ 4:30 pm ແລະ
- ໂຄງການ EPS: $ 2.46
- ລາຍໄດ້ຈາກການຄາດຄະເນ: 8.67 ຕື້ໂດລາ
“I think Micron’s been hurt really severely by the Chinese lockdown and its woes may be instantly transmitted to the whole complex,” ລາວເວົ້າວ່າ.
ການເປີດເຜີຍ: Cramer's Charitable Trust ເປັນເຈົ້າຂອງຮຸ້ນຂອງ Constellation Brands.
Source: https://www.cnbc.com/2022/06/24/cramers-week-ahead-next-week-will-be-a-bellwether-for-the-upcoming-earnings-season.html