Welcome to Seeking Alpha's Stocks to Watch - a preview of key events scheduled for the next week. Follow this account and turn the e-mail alert on to receive this article in your inbox every Saturday morning.
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A blockbuster week of conferences is on tap to give investors all kinds of fresh data points. Tech heavyweights and startups gather at CES in Las Vegas, where a focus on smart home products powered by Apple (NASDAQ:AAPL) HomeKit and Amazon (NASDAQ:AMZN) Alexa is anticipated. In an interesting bit of timing, Intel (NASDAQ:INTC) CEO Brain Krzanich will deliver the pre-CES keynote address. Meanwhile, all eyes in the retail sector will be focused on the ICR Conference in Orlando, with plenty of guidance updates expected. There's also the JPMorgan Healthcare conference in San Francisco which is sure to turn heads. Seeking Alpha will be posting all the breaking news from each conference. Check out #CES18, #ICR18, #JPM18 all week for the latest updates.
CES: The tech industry's biggest confab runs from Tuesday to Friday. Speakers include Ford (NYSE:F) CEO Jim Hackett, Verizon CTO (NYSE:VZ) Hans Vestberg, Qualcomm (NASDAQ:QCOM) President Christiano Amon, YouTube's (GOOG, GOOGL) Robert Kyncl and Baidu COO (NASDAQ:BIDU) Qi Lu. On the floor, exhibitions on artificial intelligence potential, augmented reality, 4K TVs, robots and new drones will be just part of the buzz.
ICR conference: More than 150 companies are scheduled to make presentations following the strong holiday season. Wildcards that could be discussed by management include the impact of U.S. tax reform and the impact from the unusually cold weather spell over the last few weeks. The list of retailers giving updates includes Crocs (NASDAQ:CROX), Urban Outfitters (NASDAQ:URBN), Lululemon (NASDAQ:LULU), Wayfair (NYSE:W), Shake Shack (NYSE:SHAK), L Brands (NYSE:LB), Domino's Pizza (NYSE:DPZ), Jack in the Box (NASDAQ:JACK), Dunkin' Brands (NASDAQ:DNKN), SodaStream (NASDAQ:SODA), Five Below (NASDAQ:FIVE) and Darden Restaurants (NYSE:DRI).
Expected IPO filings: Nebula Acquisition Corp. (NASDAQ:NEBUU) and Muscle Maker (Pending:MMB) on Jan. 10; Liberty Oilfield Service (OTC:LBRT-OLD) and Industrial Logistics Properties (NASDAQ:ILPT) on Jan 12.
IPO/secondary share lockup period expirations: KNOT Offshore Partners (NYSE:KNOP) and Co-Diagnostics (NASDAQ:CODX) on Jan. 8; Eagle Bancorp Montana (NASDAQ:EBMT), Akcea Therapeutics (NASDAQ:AKCA), MYnd Analytics (MYND), Flexion Therapeutics (NASDAQ:FLXN), Eiger BioPharmaceuticals (NASDAQ:EIGR) and Protagonist Therapeutics (NASDAQ:PTGX) on Jan. 10; REV Group (NYSE:REVG), Tandem Diabetes Care (NASDAQ:TNDM), CatchMark Timber Trust (NYSE:CTT), BioTime (NYSEMKT:BTX) and AnaptysBio (NASDAQ:ANAB) on Jan. 11.
Notable earnings reports: Barracuda Networks (NYSE:CUDA) on Jan. 8; Acuity Brands (NYSE:AYI) on Jan. 9; Lennar (NYSE:LEN), KB Home (NYSE:KBH) and SuperValu (NYSE:SVU) on Jan. 10; Delta Air Lines (NYSE:DAL) on Jan. 11; JPMorgan (NYSE:JPM), Wells Fargo (NYSE:WFC), BlackRock (NYSE:BLK), PNC Financial (NYSE:PNC) and Infosys (NASDAQ:INFY) on Jan. 12. See Seeking Alpha's Earnings Calendar for more.
JPMorgan Healthcare Conference: Presenters for the event running from Jan. 8-11 include Vertex Pharmaceuticals (NASDAQ:VRTX), Jazz Pharmaceuticals (NASDAQ:JAZZ), Alexion Pharmaceuticals (NASDAQ:ALXN), Sarepta Therapeutics (SPT), Regeron (NASDAQ:REGN), Biogen (NASDAQ:BIIB), Gilead Sciences (NASDAQ:GILD), Sage Therapeutics (NASDAQ:SAGE) and Incyte (NASDAQ:INCY). Based on prior years, updates could come in from Haolozyme Therapeutics (NASDAQ:HALO), NuVasive (NASDAQ:NUVA), Acorda Therapeutics (NASDAQ:ACOR), Celgene (NASDAQ:CELG) and a host of others. Microsoft (NASDAQ:MSFT) founder Bill Gates will give a keynote address.
Crypto: There's no question another busy week is on the way in crypto world (OTCQX:GBTC, COIN, RIOT, OSTK, SSC, MARA, UEPS, OTC:BITCF, XNET, GROW, OTCPK:BTSC, OTCQB:BTCS, OTCQB:MGTI, OTCPK:BTLLF SRAX, OTCPK:GAHC, OTC:UBIA, OTC:ARSC, OTCPK:USTC, PRELF, OTCPK:BLKCF, OTC:CRCW, COINB, [[LFIN]). The scorecard for the last week shows Bitcoin +27%, Ripple +33%, Ethereum +45%, Bitcoin Cash +10%, Cardano +59%, NEM +70%, TRON +397%, Stellar +128% and IOTA +21%.
Investor/Analyst Day: Domino's Pizza (DPZ) on Jan. 10.
Shareholder M&A vote: Bob Evans Farms (NASDAQ:BOBE) on Jan. 9.
Barron's mentions: FedEx (NYSE:FDX) is tagged as a stock that could run up a 20% gain as capex investments pay off on the bottom line for the shipper. Despite a strong rally in 2017 for the Macau sector, more upside is seen for Wynn Resorts (NASDAQ:WYNN), Melco Resorts & Entertainment (NASDAQ:MLCO), Las Vegas Sands (NYSE:LVS) and to a lesser extent MGM Resorts (NYSE:MGM). It's time to lighten up exposure to FAANG (FB, AMZN, NFLX) stocks after a 49% gain in 2017, warns the publication.
Sources: CNBC, EDGAR, Bloomberg and Nasdaq.com.
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