Next week, all eyes in the investment world will be on the consumer price index slated for release on Wednesday, revealing February’s inflation numbers. Following that, we’ll get a look at the producer price inflation data on Thursday.
A handful of major companies are set to announce their quarterly earnings, including Adobe, Ferguson Enterprises, DICK’S Sporting Goods, Dollar General, and Kohl’s.
In terms of monetary policy, the Bank of Canada will update markets on any potential shifts come Wednesday, while Thursday will see the European Union unveiling its industrial production stats.
Earnings in Focus
Kicking off the earnings week on Monday, March 10, we have BioNTech, Vail Resorts, Paymentus Holdings, Hesai Group, and NET Power gearing up to release their figures. For the complete lineup, be sure to check out the full earnings calendar.
On Tuesday, March 11, companies like Ferguson Enterprises, Viking Holdings, DICK’S Sporting Goods, Ciena, and Kohl’s will step into the spotlight. Again, check the earnings calendar for a full overview.
Wednesday, March 12, will see Adobe, Crown Castle, UiPath, SentinelOne, and ABM Industries disclosing how they fared last quarter. Remember to take a peek at the full calendar for more details.
Thursday, March 13, brings earnings from Ulta Beauty, DocuSign, Dollar General, Futu Holdings, and Rubrik. A comprehensive earnings calendar is your best bet for all the updates.
Finally, Li Auto will round off the week on Friday, March 14. Don’t miss the full earnings schedule for more insights.
Spotlight on Investing Groups
The demand for electricity is on an upward trend, fueled by AI-driven data centers and an overall global push towards electrification. This uptick is consequently pushing natural gas demand higher, expected to climb by 2 billion cubic feet per day annually in 2025 and 2026.
Some natural gas stocks have already seen gains, but there’s still untapped potential in a few oil and gas producers within the Permian Basin. A unique aspect to note is the Delaware Basin portion of the Permian has a richer gas mix compared to the Midland. Companies operating here, especially those with new pipeline access, could benefit from a hike in stock prices after recent slidebacks.
I’m eyeing Permian Resources and Coterra Energy following their recent downtrend. Permian Resources, predominantly focused on the Permian region, ranks as the 5th or 6th largest producer in the Delaware, while Coterra Energy stands as the 7th or 8th largest. These companies are not only rewarding their shareholders with dividends and buybacks but also managing debt effectively, showing strong returns. There’s also potential in M&A activities, which is why both are currently rated as ‘Buy.’ For more insights, explore Kirk Spano’s analysis through his SA Investing Group service, Margin of Safety Investing.
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