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Wall Street Breakfast: The Week Ahead. I read this and thought it interesting. Enjoy from SeekingAlpha

Nike (NYSE:NKE) will headline a light roster of earnings reports in the week ahead, while Apple's (NASDAQ:AAPL) WWDC event sets the stage for the company's launch of the first 5G iPhones later this year. On the economic front, reports on existing home sales, jobless claims, consumer spending and a Q1 GDP revision will be the headliners. Fed heads are out in force next week, with virtual speeches on the docket for Raphael Bostic, James Bullard and Charles Evans. In a sign of normalcy, Ford (NYSE:F) and Fiat Chrysler Automobiles (NYSE:FCAU) are expected to return to pre-pandemic production levels at U.S. plants, while results of Fed stress tests on major banks will be announced on June 25.
Earnings spotlight: IHS Market (NYSE:INFO) on June 23; BlackBerry (NYSE:BB), KB Home (NYSE:KBH) and National Beverage (NASDAQ:FIZZ) on June 24; Nike (NKE), Darden Restaurants (NYSE:DRI), Accenture (NYSE:ACN) and Rite Aid (NYSE:RAD) on June 25.
IPO watch: U.S. grocery store operator Albertsons (ACI) is expected to price its IPO next week and begin to trade. The company could have a valuation of over $10B if the IPO prices at the midpoint of the expected range of $18 to $20 range. Albertsons, which is looking to raise as much as $2B, is one of the grocery chains seeing a sales boom in business during the coronavirus pandemic. Stakeholders Kimco Realty (NYSE:KIM) and Cerberus Capital are both selling off shares in the offering. No other IPOs are due to price during the week.
M&A tidbits: The walk date for the Caesars Entertainment (NASDAQ:CZR)-Eldorado Resorts (NASDAQ:ERI) merger arrives on June 24, although no surprises are anticipated. Shareholders vote on the Provident Financial (NYSE:PFS)-SB One Bancorp (NASDAQ:SBBX) deal on June 25. On the same date, Delphi Technologies (NYSE:DLPH) shareholders vote on the merger with BorgWarner (NYSE:BWA). It is almost a lock that there will be some more drama in the Taubman Centers (NYSE:TCO)-Simon Property (NYSE:SPG) duel.
Projected dividend changes (quarterly): Kroger (NYSE:KR) to $0.17 from $0.16, John Wiley (NYSE:JW.A) to $0.35 from $0.34, Saul Centers (NYSE:BFS) to $0.27 from $0.53.
Spotlight on Nike: Nike will post its FQ4 report with more uncertainty in the air than almost any time before due to the lack of formal guidance from the company. The two biggest pullouts from the report are likely to be the pace of recovery in China and the momentum of the e-commerce business. Nike is one of the companies seen by Wall Street as in a strong position on the other side of the pandemic. "We see Nike as favorably positioned for both secular fitness/casualization trends and industry structural changes that benefit those with strong direct engagement with consumers," notes bullish-leaning Wells Fargo ahead of the print. Stocks that quite often move right along with Nike on earnings day include Foot Locker (NYSE:FL), adidas (OTCQX:ADDYY), Under Armour (NYSE:UAA) and Dick's Sporting Goods (NYSE:DKS).
WWDC: Apple will hold its annual developers conference on June 22-26 in a virtual format this year. Apple is expected to announce its ARM-based Macs as the company advances its control of chips and architecture away from Intel (NASDAQ:INTC). Enhancements with iOS14, tvOS 14 and watchOS 7 are also anticipated, along with new products/R&D initiatives on the AR headset and wearables/AirPods front. Tim Cook will give the keynote presentation on June 22 at 10:00 Pacific time in what is likely to be his last presentation before the annual September iPhone reveal event.
Healthcare watch: Bristol-Myers Squibb (NYSE:BMY) has an investor series presentation next week covering its early pipeline/immuno-oncology on June 22 and hematology on June 25. PDUFA dates arrive for Karyopharm Therapeutics' (NASDAQ:KPTI) Xpovio on June 23, Zogenix's (NASDAQ:ZGNX) Fintepla on June 25 and Heron Therapeutics' (NASDAQ:HRTX) HTX-011 on June 26. The big event of the week in the sector is the American Association for Cancer Research (AACR) Virtual Annual Meeting II running from June 22-24. A large number of potentially market-moving posters and abstracts are due to be released, as well as special sessions on COVID-19 and cancer research. Some of the notable companies due to present include Gilead Sciences (NASDAQ:GILD), AstraZeneca (NYSE:AZN), Phio Pharmaceuticals (NASDAQ:PHIO), Exicure (NASDAQ:OTC:XCUR), Xencor (NASDAQ:XNCR), ESSA Pharma (NASDAQ:EPIX), ImmunoGen (NASDAQ:IMGN), Molecular Templates (NASDAQ:MTEM), Guardant Health (NASDAQ:GH), CRISPR Therapeutics (NASDAQ:CRSP), Jounce Therapeutics (NASDAQ:JNCE), GlycoMimetics (NASDAQ:GLYC), Seattle Genetics (NASDAQ:SGEN), Provectus Therapeutics (OTC:PVCT), ORIC Pharmaceuticals (NASDAQ:ORIC), Sanofi (NASDAQ:SNY), aTyr Pharma (NASDAQ:LIFE), TG Therapeutics (NASDAQ:TGTX) and Neoleukin Therapeutics (NASDAQ:NLTX).
Bank tests: The Federal Reserve will release results of the annual bank stress tests on June 25. Fed Vice Chair Randal Quarles noted that the test this year includes running banks up against three possible economic trajectories of varying severity to see how they perform due to the unprecedented uncertainty about the pandemic. The test will see how banks perform against a rapid V-shaped recovery, a slower U-shaped recovery and a rough W-shaped recovery. The test results could factor in to dividend decisions down the road for Bank of America (NYSE:BAC), Citigroup (NYSE:C), Goldman Sachs (NYSE:GS) and JPMorgan (NYSE:JPM), while Capital One (NYSE:COF) and Morgan Stanley (NYSE:MS) are seen being pushed under the scenarios. Traders are making plays based on the results, with a notable amount of bullish options bets being placed on Wells Fargo (NYSE:WFC). Some other bank names to watch when the results roll out are PNC Financial (NYSE:PNC), Truist (NYSE:TFC), Regions Financial (NYSE:RF), Ally Financial (NYSE:ALLY), HSBC North America (NYSE:HSBC), UBS (NYSE:UBS), Credit Suisse (NYSE:CS), Barclays (NYSE:BCS), Bank of New York Mellon (NYSE:BK) and Huntington Bancshares (NASDAQ:HBAN).
Analyst meetings and business updates: Electronic Arts (NASDAQ:EA) will host a fireside chat for the investor community with members of its management team on June 22. The impact of some of the games introduced at EA Play Live 2020 will be discussed. Hewlett Packard Enterprises (NYSE:HPE) is launching the first-ever HPE Discover Virtual Experience on June 23 to showcase the company's pivot to an edge-to-cloud platform-as-a-service company. In the transportation sector, Kansas City Southern (NYSE:KSU) is participating in a Q&A webcast with Cowen on June 23. Also on June 23, Dell Technologies (NYSE:DELL) has an investor call with Morgan Stanley scheduled. Meanwhile, Sanofi is holding a virtual R&D day event on June 23. Bristol-Myers Squibb has an investor event covering immunology and cardiovascular on June 26.
Conferences rundown: The timing looks spot on for the Jefferies Virtual Consumer Conference on June 23-24 with the pandemic shifting shopping habits in the U.S. Companies due to present include Hasbro (NASDAQ:HAS), Planet Fitness (NYSE:PLNT), Nu Skin (NYSE:NUS), Freshpet (NYSE:FPT), Murphy USA (NYSE:MUSA), Sysco (NYSE:SYY), Hostess Brands (NASDAQ:TWNK), Shack Shack (NYSE:SHAK) and Jack in the Box (NASDAQ:JACK). In the healthcare sector, the BMO 2020 Prescriptions for Success Healthcare Conference features virtual presentations by Humana (NYSE:HUM), Halozyme (NASDAQ:HALO), Horizon Therapeutics (NASDAQ:HZNP), Apellis Pharmaceuticals (NASDAQ:APLS), Amgen (NASDAQ:AMGN) and Replimune (NASDAQ:REPL) on June 23. Other conferences of note include the SVB Leerink CybeRx Series CNS Forum, BMO Chemicals & Packaging Conference, Wells Fargo Bricks to Clicks Digital Conference, Goldman Sachs Leveraged Finance Conference and the Morgan Stanley Zero Trust Architectures Virtual Thematic Conference. On the smaller side of the conference schedule, the mining and metals sectors will be in focus, with John Tumazos Very Independent Research virtual meetings set for June 23-24 on Wheaton Precious Metals (NYSE:WPM), Western Copper and Gold (NYSEMKT:WRN), KORE Mining (OTCQB:KOREF), Amarillo Gold (OTCQB:AGCBF), Sierra Metals (NYSEMKT:SMTS), Foran Mining (OTC:FMCXF), Wolfden Resources (OTC:WLFFF), Trilogy Metals (NYSEMKT:TMQ) and Adventus Mining (OTCQX:ADVZF).
Ford F-150: Ford has a digital reveal event for the all-new F-150 set for June 25. The Ford team is expected to describe innovative features of the all-new F-150, including the new electrical architecture, a flat-lying passenger sleeper seat and over-the-air updates to key modules controlling vehicle performance and user experiences. The new truck is seen as a critical part of Ford's plan to slash $5B in warranty costs and push the automaker's vehicle connectivity platform. As a profit generator, the F-150 launch later this year will also help restore the company's balance sheet. The all-new Ford F-150 will be discussed by execs in detail during a June 26 conference call with Citi Research.
Deurbanization trade: Expect more talk from analysts next week about which sectors and stocks could benefit if the mega-trend of people and businesses moving out of downtowns of major cities becomes a reality. Jefferies got the ball rolling last week by singling out Home Depot (NYSE:HD), Lowe's (NYSE:LOW), Best Buy (NYSE:BBY), Floor & Decor (NYSE:FND), At Home (NYSE:HOME), Williams-Sonoma (NYSE:WSM) and Wayfair (NYSE:W) as retailers that could gain from an uptick in suburban living and more spending on houses than metropolitan apartments. One of the bigger pure plays is Tractor Supply (NASDAQ:TSCO), which has racked up a 64% gain over the last 90 days.
RVs: Keep an eye on the RV sector with May shipment numbers due out from the RV Industry Association. Demand is expected to be on the rebound after RV shipments fell 82% in April. Looking ahead, there is a difference in opinion on Wall Street on the outlook for Winnebago (NYSE:WGO), Thor Industries (NYSE:THO), Patrick Industries (NASDAQ:PATK), LCI Industries (NYSE:LCII) and Camping World Holdings (NYSE:CWH). Some firms like SunTrust Robinson Humphrey expect a RV boom as consumers gravitate toward safer vacations, while Bank of America has warned that the high rate of unemployment and salary cuts could keep discretionary spending in check.
Sports betting: Time is running out for the California Assembly to pass legislation on sports betting to move the issue to the November ballot. The bill has to pass through the legislature before June 25 to become an election issue. Why is it a big deal? California is forecast to have the potential for a +$30B sports betting market through sports books placed at tribal casinos, horse racing tracks and satellite wagering facilities. "California could easily become one of the most productive sports-betting markets in the world," observes gaming analyst Chris Grove. Tax revenue from sports betting would also help the Golden State with its budget issues amid the pandemic and economic downturn. Stocks of interest in relations to how sports betting in California plays out include DraftKings (NASDAQ:DKNG), William Hill (OTCPK:WIMHF), MGM Resorts (NYSE:MGM), Caesars Entertainment, Fanduel (DUEL), Red Rock Resorts (NASDAQ:RRR), Boyd Gaming (NYSE:BYD) and Wynn Resorts (NASDAQ:WYNN).
Casinos: The Nevada Gaming Commission is meeting on June 25 to likely approve amendments to state regulations that would streamline the process for moving to modern payment methods. The casino industry in general wants to quickly adopt cashless payment transactions on the casino floor due to the risk of handling cash during the coronavirus outbreak. The casino reset could have implications for Visa (NYSE:V), Mastercard (NYSE:MA) and American Express (NYSE:AXP), as well as financial apps from Apple (AAPL), Google (NASDAQ:GOOGL) (NASDAQ:GOOG) and PayPal (NASDAQ:PYPL). Casino operators like MGM Resorts, Wynn Resorts, Caesars Entertainment and Penn National Gaming (NASDAQ:PENN) would also welcome the change.
What's not playing: Warner Bros.'s (NYSE:T) feature animated film Scoob! will stream on HBO Max on June 26 after running in a premium video on-demand window. The children's picture was first scheduled for theaters on May 15 before opting for a 48-hour rental PVOD period price of U.S. $19.99. While Scoob! didn't make quite the splash that Trolls World Tour did in the spring when it nabbed $100M in digital sales over three weeks, it's another incremental step away from the traditional studio release format for major studios like Sony (NYSE:SNE), Universal Pictures (NASDAQ:CMCSA) and Disney (NYSE:DIS). As for theater chains, auditoriums are likely to operate at 25% to 50% capacity as AMC Entertainment (NYSE:AMC), Cinemark (NYSE:CNK), IMAX (NASDAQ:IMAC), Marcus Entertainment (NYSE:MCS) and Reading International (NASDAQ:RDI) open back up this summer.
Notable annual meetings: Companies with virtual annual meetings set next week include Ollie's Bargain Outlet Holdings (NASDAQ:OLLI) on June 22, Dave & Buster's Entertainment (NASDAQ:PLAY) on June 23, Keurig Dr Pepper (NYSE:KDP) on June 24, At Home Group and Tailored Brands (NYSE:TLRD) on June 25.
Barron's mentions: The publication digs out four industrial companies whose stocks are called compelling. Midsize manufacturers RBC Bearings (NASDAQ:ROLL) and Wabtec (NYSE:WAB) join large-caps Emerson Electric (NYSE:EMR) and Ametek (NYSE:AME) on the short list of economy recovery picks. Of the four, Wabtec trades with the lowest forward PE ratio at 14.2. Brunswick (NYSE:BC) is also singled out this week as an advantageous product-mix shift and rising boat demand are seen helping to drive shares higher. Most of Brunswick's profit is derived from the high-margin Mercury engine business. The rally in tech names hasn't encapsulated the entire sector. Attractive names still trading at less than 4X sales include Western Digital (NASDAQ:WDC), CACI International (NYSE:CACI), Leidos Holdings (NYSE:LDOS), Seagate Technology (NASDAQ:STX), Amdocs (NASDAQ:DOX), Ciena (NYSE:CIEN), Accenture, MKS Instruments (NASDAQ:MKSI), Intel and F5 Networks (NASDAQ:FFIV). The cover story this week hits on the rising inequality issue in the U.S., noting that it can be a breeding ground for all kinds of concerning things for the market like secular stagnation.
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[USA] [H] Consoles, Controllers, Literally Thousands of Games [W] PayPal

All prices include shipping to the US (with the exception of Hawaii and Alaska).
I always give discounts on purchases of multiple games/consoles. Feel free to make your own offer on multiple items. The only prices that aren't negotiable are individual items.
This post is organized as follows. There's a TON here, so please check out everything, as items can be easy to miss!
Feel free to ask for detailed pictures on anything! Pictures for a lot of items are hyperlinked throughout the post. If you want more photos on any items, just ask! I'm honestly cool with taking as many photos as you'd like.
https://imgur.com/a/AyR27xa
1) Consoles/Console Bundles
Consoles are all tested thoroughly and working. ALL consoles listed have all cords needed to play right away
Nintendo
Handhelds
Regular Consoles
Sega
Sony
2) Controllers/Accessories
Controllers are all OEM and tested thoroughly. Any defects are noted.
N64
NES
Playstation
Playstation 2
Sega Dreamcast
Sega Genesis
Super Nintendo
Wii/Wii U
XBOX
3) Games
Games are CIB, unless otherwise noted. Games are all working great, and condition of games ranges from good to like new. As a precaution, assume discs and cases will show normal wear. Feel free to ask for pictures of any game(s)!
Gameboy Advance (Game Only)
Gameboy Carts
Gamecube
N64
CIB
Game and Box
Game Only
NES
CIB
Carts Only
Nintendo DS
Loose Games
Nintendo 3DS
Carts Only
Playstation
Playstation 2
Playstation 3
Sega CD
Sega Dreamcast
Sega Genesis
Carts Only
SNES Carts
TurboGrafx 16
Wii
Wii U
XBOX 360
5) Factory Sealed Games
Playstation
Playstation 2
Wii
XBOX
XBOX 360
5) Build Your Own Commons Bundles (designed for completionist collectors)
*I have a lot of respect for people who go for complete and near-complete sets of games, and I want to help other collectors check off common games in bulk. Of all the games above priced at $5.25 or $6, you can build any custom bundle from these options: *
6) Manuals
Manuals
Gameboy
*Pictures here
N64
NES
PS2
Sega 32x
Sega Genesis
submitted by arandomuzzerame to GameSale [link] [comments]

[USA] [H] Pokemon, Mario, & Zelda classics, TurboGrafx-16 Console and games, Over 1K games for other consoles, much more! [W] PayPal

All prices include shipping to the US (with the exception of Hawaii and Alaska).
I always give discounts on purchases of multiple games/consoles. Feel free to make your own offer on multiple items. The only prices that aren't negotiable are individual items.
This post is organized as follows. There's a TON here, so please check out everything, as items can be easy to miss!
Feel free to ask for detailed pictures on anything! Pictures for a lot of items are hyperlinked throughout the post. If you want more photos on any items, just ask! I'm honestly cool with taking as many photos as you'd like.
https://imgur.com/a/XrMUcyK
1) Consoles/Console Bundles
Consoles are all tested thoroughly and working. ALL consoles listed have all cords needed to play right away
Nintendo
Handhelds
Regular Consoles
Sega
Sony
TurboGrafx 16
2) Controllers/Accessories
Controllers are all OEM and tested thoroughly. Any defects are noted.
N64
NES
Playstation
Playstation 2
Sega Dreamcast
Sega Genesis
Super Nintendo
Wii/Wii U
XBOX
3) Games
Games are CIB, unless otherwise noted. Games are all working great, and condition of games ranges from good to like new. As a precaution, assume discs and cases will show normal wear. Feel free to ask for pictures of any game(s)!
Gameboy Advance (Game Only)
Gameboy Carts
Gamecube
N64
CIB
Game and Box
Game Only
NES
CIB
Carts Only
Nintendo DS
Loose Games
Nintendo 3DS
Carts Only
Playstation
Playstation 2
Playstation 3
Sega CD
Sega Dreamcast
Sega Genesis
Carts Only
SNES Carts
TurboGrafx 16
Wii
Wii U
XBOX 360
5) Factory Sealed Games
Playstation
Playstation 2
Wii
XBOX
XBOX 360
5) Build Your Own Commons Bundles (designed for completionist collectors)
*I have a lot of respect for people who go for complete and near-complete sets of games, and I want to help other collectors check off common games in bulk. Of all the games above priced at $5.25 or $6, you can build any custom bundle from these options: *
6) Manuals
(I know $5 is steep on some of these, but it's the lowest I can go without losing money from shipping and fees; feel free to make aggressive bundle offers with these!)
Manuals
Gameboy
*Pictures here
N64
NES
PS2
Sega 32x
Sega Game Gear
Sega Genesis
submitted by arandomuzzerame to GameSale [link] [comments]

[USA] [H] Consoles, Controllers, Shelves and Shelves of Games [W] PayPal

All prices include shipping to the US (with the exception of Hawaii and Alaska).
I always give discounts on purchases of multiple games/consoles. Feel free to make your own offer on multiple items. The only prices that aren't negotiable are individual items.
This post is organized as follows. There's a TON here, so please check out everything, as items can be easy to miss!
Feel free to ask for detailed pictures on anything! Pictures for a lot of items are hyperlinked throughout the post. If you want more photos on any items, just ask! I'm honestly cool with taking as many photos as you'd like.
https://imgur.com/a/AyR27xa
1) Consoles/Console Bundles
Consoles are all tested thoroughly and working. ALL consoles listed have all cords needed to play right away
Nintendo
Handhelds
Regular Consoles
Sega
Sony
2) Controllers/Accessories
Controllers are all OEM and tested thoroughly. Any defects are noted.
NES
Playstation
Playstation 2
Sega Genesis
Super Nintendo
Wii/Wii U
XBOX
3) Games
Games are CIB, unless otherwise noted. Games are all working great, and condition of games ranges from good to like new. As a precaution, assume discs and cases will show normal wear. Feel free to ask for pictures of any game(s)!
Gameboy Advance (Game Only)
Gameboy Carts
Gamecube
N64
CIB
Game and Box
Game Only
NES
CIB
Carts Only
Nintendo DS
Loose Games
Nintendo 3DS
Carts Only
Playstation
Playstation 2
Playstation 3
Sega CD
Sega Dreamcast
Sega Genesis
Carts Only
SNES Carts
TurboGrafx 16
Wii
Wii U
XBOX 360
5) Factory Sealed Games
Playstation
Playstation 2
Wii
XBOX
XBOX 360
5) Build Your Own Commons Bundles (designed for completionist collectors)
*I have a lot of respect for people who go for complete and near-complete sets of games, and I want to help other collectors check off common games in bulk. Of all the games above priced at $5.25 or $6, you can build any custom bundle from these options: *
6) Manuals
Manuals
Gameboy
*Pictures here
N64
NES
PS2
Sega 32x
Sega Genesis
submitted by arandomuzzerame to GameSale [link] [comments]

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Casino cruise comeing to Jacksonville - YouTube

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