>>> Weekend Reading Summary


Weekend Reading Summary

Macro Related

  • UK Prime Minster Theresa May plans to return to EU for more Brexit ideas (EWU). FT Report
  • President Trump believes there is a good chance he will make a deal with China. He also said use of military force against Venezuela is an option, he is keeping troops in Iraq to 'watch' Iran, and he has no plans to remove troops from South Korea (FXI, USO, XLE, EWY). CBS Interview Transcript

Stock Specific

  • Positive views on SYK, MSFT, APTV, SAVE, BUD, BLL while cautious on FIVE. Barron's Report
  • Positive view on Brookfield (BAM). Barron's Report
  • Positive views on MRK & REGN while cautious on NVO & ABBV. Barron's Report
  • Positive view on ABB (ABB). Barron's Report
  • Positive view on Corning (GLW). Barron's Report
  • Positive view on AMD (AMD). Barron's Report
  • Emirates considering new Boeing (BA) 777x order. Bloomberg Report
  • Starboard plans to take stake in Bristol-Myers (BMY, CELG). Bloomberg Report
  • General Motors (GM) plans to invest $2.73 bln in Brazil from 2020-2024. Reuters Report
  • GSMA discussing the possibility that Huawei might be excluded from markets (T, VZ, S, TMUS, XLK). Reuters Report
  • President Trump sought a loan from Deutsche Bank (DB) during campaign, but request was rejected. NY Times Report
  • Apple (AAPL) CEO Tim Cook critical of Facebook (FB) over privacy. Sunday Times UK Report
  • Domino's Pizza (DPZ) franchisees will likely not open new stores during first half of 2019. Sunday Times UK Report
  • World Health Organization recommends restrictions on cannabis be lessened (TLRY, CGC, MJ, NBEV). Bloomberg Report
  • Decisions from Boeing (BA) and the FAA being questioned following Lion Air crash. NY Times Report
  • Spotify (SPOT) plans to purchase Gimlet Media. NY Times Report
  • Goldman Sachs (GS) could withhold pay from execs amid 1MDB scandal. WSJ Report
  • Deutsche Bank (DB) tried to shed loan to Russian Bank VTB Group in 2016. WSJ Report
  • Cisco (CSCO) and Apple (AAPL) want more data regulations. FT Report
  • Investors looking toward turnaround plan at Ford (F). WSJ Report