Q1 Earnings Momentum with Headwinds
Key Questions
Which companies are kicking off Q1 earnings reporting?
JPMorgan (JPM), Goldman Sachs (GS), and TSMC (TSM) are set to kick off Q1 earnings tomorrow. This comes amid fading gaps in Fastly (FSLY) and Netflix (NFLX), with oil volatility easing on hopes related to Iran.
What new momentum stocks has Zacks added?
Zacks has added Trustmark (TRMK), Five Below (FIVE), Alcoa (AA), Patterson-UTI Energy (PTEN), and The Trade Desk (TTD) as momentum picks. These stocks are highlighted for their potential in a high risk-reward volatility reset environment.
How is TSMC positioned regarding the helium shortage?
Analyst Daniel Heyler of EFM Asset Management states that TSMC is prepared to manage the helium shortage in the short term. The company benefits from strong recycling capabilities and large inventory buffers.
Banks JPM/GS/TSM kickoff tomorrow amid fading FSLY/NFLX gaps, oil vol paring on Iran hopes; Zacks adds TRMK/FIVE/AA/PTEN/TTD momo, high R:R vol resets watch.