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BusinessSemiconductor shortage to be in focus yet again

Semiconductor shortage to be in focus yet again

CNBC’s Jim Cramer on Friday appeared forward to subsequent week’s of earnings reviews, detailing for buyers his key market occasions to control.

The “Mad Money” host’s feedback got here in spite of everything three main U.S. fairness indexes closed at file highs Friday, regardless of disappointing quarterly outcomes a day earlier from market heavyweights Amazon and Apple.

All income and per-share earnings projections are primarily based on FactSet estimates:

Mad Money with Jim Cramer

Monday: ON Semiconductor, NXP Semiconductors, Diamondback Energy and Clorox

Tuesday: Estee Lauder, DuPont, Pfizer, BP, Devon Energy, T-Mobile and Zillow

Estee Lauder

  • Q1 2022 outcomes earlier than the open; convention name at 9:30 a.m. ET Tuesday
  • Projected EPS: $1.70
  • Projected gross sales: $4.25 billion

DuPont

  • Q3 outcomes earlier than the bell; convention name at 8 a.m. ET Tuesday
  • Projected EPS: $1.12
  • Projected gross sales: $4.16 billion

Cramer’s charitable belief owns each Estee Lauder and DuPont. “I don’t expect them to have superb quarters. Fortunately, the expectations are low, though, so it won’t take much to produce an upside surprise that moves the stocks up,” he mentioned.

Pfizer

  • Q3 outcomes earlier than the open; convention name at 10 a.m. ET
  • Projected EPS: $1.08
  • Projected income: $22.58 billion

“Unlike Moderna, Pfizer’s a lot more complicated than just a Covid vaccine story. See, they’re facing what’s known as a patent cliff next year,” Cramer mentioned. “We need to know if the boosters, which cost a lot of money, … are going to cover the patent cliff.”

BP

  • Q3 outcomes earlier than the bell; convention name at 5 a.m. ET Tuesday
  • Projected EPS: £ 10.83
  • Projected income: £29.06 billion

Devon Energy

  • Q3 outcomes after the shut; convention name at 11 a.m. ET Wednesday
  • Projected EPS: 93 cents
  • Projected gross sales: $3.23 billion

T-Mobile

  • Q3 outcomes after the shut; convention name at 4:30 p.m. ET Tuesday
  • Projected EPS: 48 cents
  • Projected income: $20.22 billion

“The [telecommunications] industry has got a clear pecking order: T-Mobile for growth, Verizon for the dividend, and AT&T for nothing. Let’s see how many subscribers T-Mobile has been able to steal from its rivals when they report,” Cramer unhappy.

Zillow

  • Q3 after the shut; convention name at 5 a.m. ET Tuesday
  • Projected EPS: 16 cents
  • Projected income: $2 billion

“They had to put the real estate flipping business on pause because the economics turned out against them, but what does that really mean? We’re going to find out on Tuesday,” Cramer mentioned.

Wednesday: CVS Health, Humana, Marriott International, Wynn Resorts, Qualcomm and Etsy

CVS Health

  • Q3 outcomes earlier than the bell; convention name at 8 a.m. ET Wednesday
  • Projected EPS: $1.79
  • Projected income: $70.5 billion

“This stock’s been on a roll, bolstered by Covid vaccines and superior execution, at least compared to arch-rival Walgreens. I don’t know if it can continue now that the pandemic’s winding down, but remember that CVS also has a huge health insurance business,” Cramer mentioned.

Humana

  • Q3 outcomes earlier than the open; convention name at 9 a.m. ET Wednesday
  • Projected EPS: $4.66
  • Projected income: $20.9 billion

Cramer mentioned he expects the well being insurer’s numbers to be even higher than rivals Centene and UnitedHealth Group.

Marriott International

  • Q3 outcomes earlier than the bell; convention name at 8:30 a.m. ET Wednesday
  • Projected EPS: 99 cents
  • Projected gross sales: $3.71 billion

Wynn Resorts

  • Q3 outcomes after the shut
  • Projected EPS: Loss of $1.36
  • Projected income: $943 million

Cramer mentioned he expects Marriott International to have a greater story to inform in regards to the hospitality restoration in contrast to Wynn Resorts, which his charitable belief owns. He mentioned that is due to Wynn Resorts’ publicity to the gaming hub of Macau.

Qualcomm

  • This fall outcomes after the shut; convention name at 4:45 p.m. ET Wednesday
  • Projected EPS: $2.26
  • Projected income: $8.85 billion

“They’ll give us more insight into the cellphone market, but I bet that can’t be that positive, either,” Cramer mentioned, alluding to the chip crunch.

Etsy

  • Q3 outcomes after the shut; convention name at 5 p.m. ET Wednesday
  • Projected EPS: 55 cents
  • Projected income: $519 million

“I bet CEO Josh Silverman will have a lot of good to say about his e-commerce platform for handicrafts—should make a nice contrast to Amazon’s disappointing quarter,” Cramer mentioned.

Thursday: Uber, Skyworks Solutions, Peloton and Square

Friday: Enbridge and October nonfarm payrolls

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