Big Week For Stocks! - What You Need To Know

Summary

In this insightful video, the speaker previews a busy week for the UK and US stock markets, focusing on key earnings reports from companies like Sofi and PayPal. They highlight Sofi's impressive growth and optimistic EPS expectations, while also discussing PayPal's performance and the need for consistent revenue growth. The speaker expresses concern over the UK budget announcement's potential market impact and critiques the Prime Minister's comments on stock ownership. With a packed schedule ahead, they encourage viewers to stay tuned for analyses of these pivotal developments.

Takeaways

• 😀 The upcoming week is expected to be busy for both the UK and US stock markets, with significant earnings reports on the horizon.
• 📅 Monday is considered a quiet day, but companies like Phillips, Ford, Waste Management, and VF Corp are reporting earnings.
• 🚀 Sofi is expected to report strong earnings, with an anticipated EPS improvement and significant stock growth over the past months.
• 💰 PayPal is another key focus, with projected revenue growth in Q4 and hopes for positive guidance despite a slight expected decline in EPS due to previous one-time charges.
• 📈 The UK market is anticipating movements based on the upcoming budget announcement, creating uncertainty about the implications for investors.
• 🌐 Notable companies reporting on Wednesday include Meta, Caterpillar, Microsoft, and Uber, each potentially influencing market trends.
• 🛒 The speaker plans to buy US stocks on Friday, although typically this day is quieter in terms of earnings announcements.
• 📊 The speaker emphasizes the importance of patience in investing, particularly for stocks like PayPal and Sofi, which can fluctuate significantly.
• 🤔 Concerns are raised about the UK government's attitude towards investors, specifically a controversial statement from the PM regarding shareholders.
• 🔍 Viewers are encouraged to stay informed and prepare for potential surprises in the market, with future updates promised in subsequent videos.

Q & A

What key companies are reporting earnings on Monday?

On Monday, companies reporting earnings include Phillips, Ford, Waste Management, and VF Corp.

What notable trends were observed for Sofi's stock performance?

Sofi's stock has seen a significant rally, with a 38% increase last month and a 59% increase over the past year.

What are the expectations for Sofi's EPS and revenue growth?

Sofi is expected to improve its EPS from negative 0.29 to positive 0.04, with anticipated sales growth potentially higher than the projected 9%.

How has PayPal's stock performed recently?

PayPal's stock is up 32% year-to-date and has increased by 62% over the past year, indicating strong performance compared to the S&P 500.

What revenue growth is expected for PayPal, and why is it significant?

PayPal is expected to report a 6% revenue growth, but the speaker wants to see at least 7% growth to maintain their investment.

What is the significance of the budget announcement for the UK market?

The budget announcement is crucial as it may significantly influence UK stock performance, with concerns about how bad the budget will actually be compared to market expectations.

What concerns did the speaker express about the current UK Prime Minister?

The speaker expressed concern about the Prime Minister's comments suggesting that shareholders are not 'working people,' reflecting a negative attitude towards investors.

Which companies are highlighted for reporting on Wednesday?

On Wednesday, companies like Microsoft and Meta are highlighted, along with a broader impact on UK stocks due to the budget.

What are the implications of the potential guidance from PayPal for 2025?

Investors are looking for guidance from PayPal on 2025 revenue growth to determine if it aligns with expectations of 7-8% growth.

What approach does the speaker suggest regarding investments during this busy week?

The speaker emphasizes the need for careful monitoring of earnings reports and market reactions, suggesting a proactive approach to investment decisions.