WALLSTREETART2.JPG (12631 bytes)
What You missed LAST Week  
                          
                             AVOIDING A SELLING PANIC WILL BE GIFT

May 13—17, 2019 How do you know Earnings season is all but over, for most traders? The Events Calendar kicks into a higher gear, as it did last week. And how do you know that, in addition to Earnings season being about over, a long summer break is fast approaching? Other than gasoline/crude prices rising, it’s a schedule like this week’s, where Tuesday is the best demonstration of how insanely packed the I-bank conference schedule has become! And ironically, after last week’s volatility, and last minute saves before the markets closed, especially on Friday, even those content to listen into webcast presentations from the comfort of their own desks, really don’t want to be pulled away from their quote and chart screens, to examine the charts accompanying presentations from even the most august events, like JPMorgan’s 47th Annual TMC Conference.

JPMorgan’s 47th Annual TMC Conference includes these confirmed presenters, and probably more: CDW, CAMP, MDC, CTL, ST, IBM, FFIV, MSFT, WEX, ADTN, QRVO, PROS, (BNFT), VIA.B, IPG, CRTO, LAMR, ALTR, MDSO, SBAC, UNIT, EVER, W, TRUE, I, EVOP, TWLO, AEIS, OUT, WK, EGHT, CREE, AVLR, DLB, AMCX, NEWR, LOGM, Tenable, WWE (Gargano fireside chat), AAXN, GDDY, SWCH, GDDY, BR, DISCK, (CEO David Zaslav keynote), FTNT, CONE, BKNG, TTMI, FIVN, BAND, JBL, KN, CHTR, CCOI, PAYC, MXL, GDOT, SEDG, LRCX, FLT, PS, FTCH, NYT, GLW, MDSO, CY, VZ, WIFI, T. American Tower’s (AMT) IR website would NOT load presentations or press releases. AMD doesn’t show this event on its IR site, as of 05/12, perhaps because it just held an analyst conference, on May 1st, to celebrate 50 years in business. The odd thing about the presenters, is how many of them waited until after the market close on the 10th, to confirm their appearance at JPM, and in one case, not until Sunday, 05/12. Meanwhile, others announced participation so many months ago, their press release hit too many months ago to pop up in a current search. We checked a few companies, individually, like Alphabet (GOOG) but did not find an announcement regarding participation in this, or any other, I-bank conference since Morgan Stanley’s Feb conference. Then, again, many of JPM’s Media presenters will pull double duty at the MoffettNathanson Media Conference,

The (now) Annual Center for Inflation
Conference ---Inflation Drivers & Dynamics--starts at the Cleveland Federal Reserve Bank, on the 15th, and runs through 17th. As recently as Wednesday, there was no agenda to be found, and even the e-mail addresses offered on the Cleveland Fed’s Center for Inflation Research website offered non-existent mailboxes. That stinks, and it’s the only Fed Bank Conference at which we’ve encountered that problem researching. Usually, we can pull up the entire agenda and sort by speakers. Cleveland does it differently—ineptly and offensively, as if it doesn’t realize our tax dollars are paying for that bank and its conference.
May 15—17, 2019.

Fed bank speakers will be heard, even if not from the Cleveland Fed. Sunday, San Francisco Fed Pres Daly delivered the Syracuse University commencement address. Monday, it’s a twofer, with Rosengren & Vice Chairman for supervision, Clarida speaking at a New England FedListens event. Much later, in the wee hours of Tuesday, NY Fed Pres. Williams is a panelist on Past-Lessons Learned from an Evolving International Monetary System," at a joint Swiss National Bank and IMF High-Level Conference @Past, Present & Future of the International Monetary System, in Zurich, a quarter after 3am, eastern time. Tuesday, Fed Pres George speaks at the Economic Club of Minnesota. Wednesday, Fed Pres Barkin takes part in a discussion at the New York Association for Business Economics, even as Vice Chair Clarida testifies at the Senate Banking Cmte, at 9:30am et. He’s in charge of bank supervision, so square that with the committee he’s before, and you get the gist. Thursday, Fed Gov Brainard talks about the economic outlook and monetary policy outlook at the National Tax Association 49th Symposium in D.C. Friday, NY Fed Pres Williams is speaking again, at the Community League of the Heights, even as Clarida speaks again, at another FedListens, this time on Education, Employment & Monetary Policy in the 3rd District, at the Federal Reserve Bank of Philadelphia. Then Williams speaks, again, at Equitable Growth Meeting in Chinatown, at 2pm. Even Saturday offers up a Fed speaker, Dallas Fed’s Kaplan who’s delivering the keynote at SABEW, a society for Business Editors & Writers, holding their annual meeting.

Of course, as interesting as all that may be, it’s probable data from China will be more influential, if the FedHeads haven’t changed their tunes. Tuesday, especially, Fixed Asset Investment, Industrial Production, Retail Sales & Property Investment will provide clues to how badly US tariffs are hurting China’s economy. Of course, we could say the same for US data, including Aoril Retail Sales, and Industrial Production & Capacity Utilization, along with EIA Crude data. NAHB’s May Housing Market Index is out Wednesday. Though weather has wreaked havoc on some big states, like Texas, lower mortgage rates should have continued to boost buyer traffic at builders’ new communities. April Housing Starts & Building Permits will be backward looking, Thursday, compared to the builders’ own sentiment, Wednesday.

The Earnings Calendar has some potential blow-ups in store. Ralph Lauren Polo reports Tuesday, along with Agilent, Amdocs, Tencent Holdings, and pot company Tilray. Wednesday, reports are expected from Alibaba, The Children’s Place, Cisco Systems, FarFetch, Flowers Industries, Jack in the Box, Macy’s, and NetEase. Thursday promises Applied Materials, Baidu, Nice Syste3ms, nVidia, Pnterest (its first report as a public company), and Walmart. Friday, there’s Deere. Of them all, I fear most the report from Macy*s which had better be ringing the register online since it’s not doing so in stores. In fact, I’ve never seen fewer Macy*s shopping bags in the mall than I have the last 5 times I’ve paid a visit. Walmart is still as filthy as ever, around here, which makes me wonder where the analysts have been that has so impressed them with improvements. And worse, it’s so busy pushing its own "house" versions of brand name products, it barely has any brand name products on its shelves.

Which brings us to the Events Calendar, where Monday and Tuesday are insanely packed with I-bank events. JPMorgan’s TMC will be the headliner starting Tuesday, but MoffettNathanson’s Media & Communications Conference will double down on many of JPM’s presenters. There should be strong interest in JPM’s Homebulding & Building Products Conference, also starting Tuesday, with Wells Fargo’s Tuesday Gaming, Hospitality & Leisure Conference bolstering the comments made at Instinet’s nearly identical conference, which starts Monday. Normally, China Conferences are prevalent during the US Memorial Day week but, this week, Credit Suisse hosts its Annual China Conference in Shenzhen, starting Wednesday, which is when Macquarie opens Greater China, also in Shenzhen, even as HSBC starts its 6th Annual China Conference, also in Shenzhen. Does that strike anyone else a bit odd?

If you want to know what’s really going on this week, you can consult either the Events Calendar, or isolate the Earnings Calendar to the two handfuls of tickers emboldened there. Unless all the Fed speakers are going to sing a new tune, there won’t be much to hear from them, this week. But the handful of earnings reporters we’ve highlighted, and the far too busy Events Calendar hold the key, beyond the trade war—which it’s time to call the tiff with China. And so it’s said, there’s little reason to jump in and buy shares, here, unless you’re convinced the US-China Trade Agreement is going to be hammered out, right away. I don’t think that’s about to happen. Rather, it’s more likely the Chinese will answer Trump’s raised tariffs with punitive measures of their own. Trump, who’s culturally ignorant, doesn’t realize that pushing China against the wall will get him the opposite of what he seeks. And Trump will push because he enjoys bullying people—women especially but men, too.

ECONOMIC: (Highlights, only, below. Full International Economic Calendar here)
SUNDAY, 05/12
Mother’s Day
S.F. Fed Pres. Daly
delivers commencement address @ Syracuse Univ (Syracuse NY)
    OVERNIGHT into US Mon. a.m. et:
        Aussie Mar Home Loans & Investment Lending
        German April Wholesale Price Index

MONDAY, 05/13
Fed’s Rosengren
(9:05am et) & Fed Gov Clarida (9:10am et) address "FedListens: New England Perspectives on Fed Policymaking" Conference Both close the event, too (Boston)
US Treasury Auctions $39B 3-, & $36B 6-month Bills (11:30am et)
    OVERNIGHT into US Tues. a.m. et:
        Eurozone, French, German, Italian, Spanish Apr WPI, CPI, HICP
        NY Fed CEO Williams
panelist on "Past-Lessons Learned from an Evolving Int’l Monetary System" @SNB—IMF High-Level Conference @"Past, Present & Future of the Int’l Monetary System: Conference (3:15am et Zurich Suisse)
       UK April Jobless Claims/Claimant Count/Change/Wages, ILO Unemployment Rate
       German May ZEW Survey
       BoE Exec Dir Rule
keynotes Ass’n for British Insurers: Prudential Regulation Seminar

TUESDAY, 05/14
NFIB
May Small Business Optimism Index
Canada Teranet/Nat’l Bank April Home Price Index
US April Import/Export Prices (8:30am et)
Redbook weekly store sales snapshot (8:55am et)
Brazil BCB Copom Meeting Minutes
Fed’s George speaks @Economic Club of MN (12:45pm et Minneapolis MN)
    OVERNIGHT into US Wed. a.m. et:
        China Apr Fixed Asset Investment, Industrial Production, Retail Sales, Property Investment
, Surveyed Jobless Rate
        IEA Monthly Energy Report
        Eurozone Q1 GDP, Unemployment Rate/Change
        ECB’s Lane
speaks on "The Euro at 20" (Taillinn, Estonia)
        BoE COO Place speaks @Women of The Square Mile 2019 (London)

WEDNESDAY, 05/15
MBA weekly Mortgage/Refinance Applications
(7am et—rates have fallen)
Canada April CPI & Existing Home Sales
Fed’s Barkin
discussant @NY Ass’n for Business Economics
US April (adv) Retail Sales
NY Fed Empire State May Manufacturing Survey
US April Industrial Production/Capacity Utilization (9:15am et)
FINRA Annual Conference (D.C. thru 17th)
Fed V Chair for Supervision & Regulation, R. Clarida, testifies @Senate Banking Cmte 09:30am
Atlanta Fed May Business Inflation Expectations (10am et)
US March Business Inventories
NAHB May Housing Market Index
(Rates are down, weather has been a horror)
EIA weekly Petroleum/Gasoline/Distillates Report (10:30am et/ w/e 05/10)
US March TICS (4pm et)
    OVERNIGHT into US Thurs. a.m. et:
        Japan Apr Domestic Corporate Goods Price Index, PPI,
Mar Loans & Discounts
        RBNZ (New Zealand) Deadline to Submit Bank Capital Plans
        Aussie May Consumer Inflation Expectations, Apr Unemployment Rate/Change/ Participation/Full-/Part-time
       China April New Home Prices
       ECB’s Coeure
speaks @21st Geneva Conference on the World Economy "The Future of Banking, from Int’l Center for Monetary & Banking Studies (Geneva)
       EU FinMins Meet (Brussels)

THURSDAY, 05/16
US April Housing Starts/Building Permits
(8:30am et) + Benchmark Revisions
US weekly Jobless Claims
Center for Inflation
Conference on Inflation Drivers & Dynamics (Cleveland FRB, OH thru 17th)
Philly Fed May Business Outlook Survey
EIA weekly Natural Gas Report (10:30am et; w/e 05/10)
US Treasury Refunding Announcement (11am et)
US Treasury Auctions 4-, & 8-week Bills (11:30am et, values to be determined 05/15)
Fed Gov Brainard on Eco & Monetary Policy Outlook @Nat’l Tax Ass’n 49th Symposium (D.C. 12:15pm et)
BoC (Canada) Publishes Financial System Review + Press Conference w/Poloz & Wilkins
Bk of Mexico MPC Rate Decision
Fed Reserve weekly Balance Sheet & US weekly Money Supply (4:30pm et)
    OVERNIGHT into US Fri. a.m. et:
        Hong Kong Q1 GDP
        EU 25 Apr New Car Registrations

FRIDAY, 05/17
US Q1 (Adv) Qtrly Services Report
(10am et)
U.M. Prelim May Consumer Sentiment
US Q1 eCommerce Retail Sales
Fed’s Williams
speaks @Community League of the Heights (NY 11:15am et)
Baker-Hughes weekly US/North American Rig Count (1pm et)
Fed V Chair Clarida "The Federal Reserve’s Review of its Monetary Policy Strategy, Tools, & Communication Practices @Fed Listens: Education, Employment, & Monetary Policy in the 3rd District, FRB of Philadelphia (1:40pm et)
Fed’s Williams speaks @"Equitable Growth Meeting in Chinatown" (NY 2pm et)

SATURDAY, 05/18
Conversation w/Dallas Fed’s Kaplan
@ SABEW Annual Meeting (Phoenix AZ @11:05am ct)
Australian Elections

     WEEKS AHEAD: 05/22 FOMC Minutes of 04/30—05/01 MPC Meeting
                                05/27 US Markets Closed for Memorial Day Holiday
                                06/06 ECB
MPC Meets
                         06/18—19 FOMC Meets
                                06/19 FOMC Statement + Updated SEP (2pm et)
                                         Powell Press Conference (2:30pm et)
                        06/20 BoE MPC Meets
                                 BoJ MPC Meets
for the FULL international Central Bank Calendar, see the lower portion of this page

EARNINGS: (We no longer separate pre-Market from After Market reports. We cover only the major money center banks and largest regionals. Multiple "???" after a ticker means we saw it listed as a reporter in multiple places but couldn’t confirm the date—many times, of late, because we refuse to permit cookies at every site we visit—and it shouldn’t be required to visit IR sites, at all. If a company didn’t confirm by noon, Thursday, May 9th, it isn’t included. We ignore "the" in a corporate name unless it’s integral to the ticker. On Tuesday, The Container Store (TCS) qualifies for sorting with "T" since it’s part of its ticker. In most cases, it isn’t, like The Children’s Place, Wednesday. Emboldened stocks are not meant as recommendations, or even stocks we’re personally interested in—they’re simply those results to which we think the market and/or media will pay most attention—deserved or not. Often, one sector is so dominant, it should be highlighted, to make that point in a quick glance. During many weeks, we check IR sites for every report listed but there weren’t enough hours in a day to pull that off for every listing, this week, given we were sitting in an hospital emergency room on the day we’d normally do that, forcing us to rely on 3rd parties for those tickers we didn’t get to.)

MONDAY, 05/13: APTX, ATAI, AVNW, BILI, CPLP, CAPR, CRMD, DAC, DMAC, EAST, DAVE, FTSV, GAIN, HPJ., HOLI, IMMR, KRNT, MYO, NVGS, NIU, NTN, PACD, FENG, RMED, STNE, TME, TBLTU, VTSI

TUESDAY, 05/14: WBAI, A, DOX, AEYE, AYTU, KOOL, BURG, CCNI, CPLG, CPIX, CRIS, CYBR, DARE, ECOR, EVK, GDS, ENT, ICON, IMI, LIQT, NTWK, OHAI, OCX, OPGN, RL, REFR, SUNW, Tencent Hldgs (SEHK: 00700), TCS, TST, TLRY, TCON, TRMT, TRWH, ZSAN

WEDNESDAY, 05/15: ACIU, ACHV, BABA, ALT, ARCO, BKYI, BASI, PLCE, CSCO, CTRA, CVET, DDS???, EDAP, ENSV, FTCH, FCSC, FLO, JACK, M, NTES, QRHC, RUBY, WISA, VBLT, XSPA, ZTO

THURSDAY, 05/16: YI, VNET, AMAT, BIDU, EXP, FRO, IQ, MMYT, MANU, NICE, NVDA, PINS, QIWI, REDU, WMT, WIX,

FRIDAY, 05/17: DE, LTM, TIGR

EVENTS:
CONTINUING SUNDAY:

Mother’s Day celebrated
National Kidney Foundation Spring Clinical Mtgs (Boston MA)
SANS Cloud Security Summit  (San Jose CA thru 17th)
33rd Governor’s Hurricane Conference (W. Palm Bch FL thru 17th)
CFA Institute Annual Conference (London thru 15th)

MONDAY, 05/13
1st Opportunity to React to FTSE/Russell Rebalance Rankings from 05/10

Instinet Gaming, Leisure & Lodging Conference (NY thru 14th)
BAML Global Health Care Conference (Las Vegas thru 16th)
PiperJaffray Eastern Bank Symposium (D.C. thru 14th)
Citi Home & Personal Care Products Mid-Cap Access Day (NY thru 15th)
JPMorgan LatAm Financials 1x1 +Mid-West/West Coast Conference (San Francisco & Chicago thru 14th)
BUILDER Housing Leadership Summit (Laguna Niguel CA thru 15th)
RBC Capital Automotive, Industrials & Transportation Conference (Toronto Canada thru 15th)
ICE North America (formerly GIGse) +Social Casino Summit (Boston thru 15th)
NCTA (Cable) Key Contact Conference (D.C. thru 15th)
AiCHE Commercializing Industrial Biotechnology (Los Angeles CA thru 14th)
VA (Veterans Affairs) Healthcare (Nat’l Harbor MD thru 15th)
IoT: Internet of Things World Conference/Expo (Santa Clara CA thru 16th)
Gartner Supply Chain Executive Conference (Phoenix AZ thru 16th)
AHS: 75th Vertical Flight Society Forum (Philadelphia PA thru 16th)
75th Autonomous Flight for Tomorrow Forum & Tech Display (Philadelphia thru 16th)
CTA Technology & Standards Spring Forum (San Francisco CA thru 16th)
OCTANe (Orange County) Technology Innovation Forum (Newport Bch CA thru 14th)
Car Care World Expo (Nashville TN thru 15th)
Am. Marine Industry Political & Legislative Conference (D.C. thru 15th)
Airline Economics Growth Frontiers Conference (Dublin Ireland thru 15th)
SMI Pain Therapeutics (London thru 14th)
Citi China Automation, Battery & Laser Tour (Shenzhen China)
AES Corp (AES) meetingw/Wolfe Research Clients (NY)
Fox (FOX.A), Telemundo (CMCSA) + Univision (UNV) TV UpFronts
KeyCorp (KEY) Hdqtrs visit by Stephens Clients (Cleveland OH)
Univision (UNV) IAB Interactive Ad Bureau Digital NewFront (NY)
Veeva (VEEV) Commercial & Medical R&D Summit (Philadelphia thru 15th)
Viacom (VIA.B)  Wolfe Research clients @Hdqtr meeting w/CEO Bob Bakish (NY)

TUESDAY, 05/14
JPMorgan Homebuilding & Building Products Conference (NY thru 15th)
JPMorgan 47th Global TMC (Tech, Media & Communications) Conf (Boston thru 16th)
6th MoffettNathanson Media & Communications Summit (NY thru 15th)
BAML 36th Global Metals, Mining & Steel Conference (Miami Beach FL thru 16th)
Goldman Sachs Global Staples Summit (NY)
BAML Global Transportation & Industrials Conference (Boston thru 15th)
Wells Fargo Securities 10th Gaming, Hospitality & Leisure Conference (Las Vegas thru 15th)
BMO Capital Markets 13th Annual Farm to Market Conference (NY thru 15th)
FT US Pharma & Biotech Summit (NY)
Oppenheimer 4th Annual Emerging Growth Conference (NY)
CanaccordGenuity 2019 Cannabis Conference (NY)
Citi Global Energy & Utilities Conference (Boston MA thru 15th)
TPG (Tudor, Pckering Holt) 15th Hotter ‘N Hell Energy Conference (Houston TX thru 16th)
Hart Energy DUG Rockies (Denver CO thru 15th)
15th Annual Utilities, Power & Clean Tech Conference (NY thru 15th)
Imperial Capital 11th Annual Consumer Summit (Santa Monica CA)
Credit Suisse Macro Conference (NY)
U.M. Ross School of Business Growth Capital Conference (Ann Arbor MI thru 15th)
JPMorgan Global Consumer & Retail Conference (London thru 16th)
Barclays Americas Select Franchise Conference (London thru 15th)
Morgan Stanley GEMS EEMEA Conference (London thru 15th)
FT Future of the Car Summit (London thru 15th)
UBS Pan-European Small & Mid-Cap Conference (London thru 16th)
KBW European Financials Conference (London thru 15th)
World Retail Congress (Amsterdam NL thru 16th)
SIIA—Software & Information Industry Ass’n Connectiv Executive Summit (Charleston SC thru 16th)
CIBC Technology & Innovation Conference 7.0 (Toronto Canada)
DATAx, AI in Marketing, Gaming Analysts, DATAx Leadership Summits (San Francisco thru 15th)
FMI (Food Marketing Institute) Future Leaders Xperience/Leadership Council (St Louis MO thru 16th)
AFIA (Feed) Purchasing/Ingredient Suppliers (Orlando FL thru 16th)
Argus Canadian NGL & Petrochemical Feedstocks Summit (Calgary Canada thru 15th)
EuroFinance Strategic International Treasury Conference (Miami thru 16th)
Eastec (W. Springfield MA thru 16th)
Gartner Enterprise Architecture & Tech Innovation Summit (Orlando FL thru 15th)
Daiwa Consumer & Gaming Conference (Hong Kong thru 17th)
NEPCON Korea (Seoul Korea(
17th National MIXiii-BioMed (Tel Aviv Israel thru 16th)
tmforum Digital Transformation World (Nice FR thru 16th)
ACI Worldwide (ACIW) marketing w/Stephens Clients (NY)
E.W. Scripps (SSP) CEO Adam Symson meeting w/Wolfe Research clients (Boston)
Daiichi Sankyo FDA to discuss NDA 211810 (Pexidcartinib capsules) to treat adults with symptomatic tenosynovial giant cell tumor of the tendon sheaf or pigmented villondular synovitis which is not amenable to surgical improvement., Also, FDA will discuss NDA 212166 for quizartinib tablets to treat adults with relapsed or refractory acute myeloid leuemia which is FLT3-ITD positive as detected by FDA-approved test
Honeywell (HON) Investor Conference (Morris Plains NJ)
Screenvision, Walt Disney (DIS) TV UpFronts (NY)
Xandr (T) digital NewFront
72nd Cannes Film Festival (Cannes FR thru 25th)

WEDNESDAY, 05/15
Goldman Sachs Global Industrials & Materials Conference (NY thru 16th)
Nomura KAKUSHIN Seminar (NY thru 16th)
Embedded Systems Conference (Boston thru 16th)
Argus 5th Canadian Crude Summit (Calgary thru 16th)
Citi CA—Chicago Private Company Innovation Forum (Chicago)
Duke University Day w/expert physican panels in Cardio, Oncology, Endocrinology, Orthopaedics, Ophthalmology (Durham NC thru 17th)
FINRA Annual Conference (D.C. thru 17th)
Advanced Therapies & Regenerative Medicine (London thru 17th)
InterSolar Europe + ees, EM-Power, Power2Drive Europe (Munich DE thru 17th)
Citi Education & Software Tour (Beijing China thru 16th)
Credit Suisse 6th Annual China Conference (Shenzhen thru 17th)
HSBC 6th Annual China Conference (Shenzhen China thru 17th)
Macquarie Greater China Conference (Shenzhen)
9th Annual BioSimilars Asia (Parkview China thru 16th)
Fubon—Jefferies Taiwan Corporate Access Days (Hong Kong & Tokyo thru 17tth)
County Bancorp Co (ICBK) marketing w/Stephens (Boston)
FB Financial Corp (FBK) marketing w/Stephens (Baltimore MD)
Independent Bank Grp (IBTX) marketing w/Stephens (Chicago) 
Johnson & Johnson (JNJ) Pharmaceutical Business Review (8:30am et New Brunswick NJ)
Meredith Corp (MDP) meeting w/Strategas clients (Philadelphia)
MobileIron INC (MOBL) meeting w/Strategas clients (Cleveland OH)
Spectrum Brands (SPB) meeting w/Strategas clients  (Houston)
WarnerMedia (T) TV UpFronts

THURSDAY, 05/16
Oppenheimer NY Oncology Insight Summit (NY)
IMN 7th Real Estate CFO & COO (West) Forum (San Diego thru 17th)
Houlihan Lokey 14th Global Industrials Conference (NY)
Bitoken Summit IV (NY)
SABEW (Business Writers & Editors) Annual Meeting (Phoenix AZ thru 18th)
IACP 41st Anniversary Culinary Professionals (Santa Fe NM thru 19th)
9th Traumatic Brain Injury Conference (D.C. thru 17th)
Citi’s Chemicals Conference (London)
RBC Capital Telecommunications & Media Fixed Income Conference (Toronto)
IARS: Int’l Anesthesia Research Society Annual (Montreal QC Canada thru 20th)
UBS Annual Financial Institutions Conference (Lausanne Switzerland thru 17th)
NAIC 58th BetterInvesting National Convention (Chicago IL thru 19th)
Credit Suisse Stockholm Consumer IR Day (Stockholm Sweden)
Macquarie Greater China Conference (Hong Kong thru 17th)
Echo Global Statistics Co (ECHO) marketing w/Stephens (Boston)
Fortive (FTV) Investor Day (NY)
Independent Bank Grp (IBTX) marketing w/Stephens (Minneapolis & Milwaukee)
Starwood Property Trust (STWD) meeting w/Strategas clients (Cincinnatti, Cleveland)
PGA Championship—1st time in May (moved from August; Farmingdale NY thru 19th)

FRIDAY, 05/17
ATS
19: Am. (Thoracic) Society for Pulmonary, Critical Care & Sleep Int’l Conference (Dallas TX thru 22nd)
VCU Comprehensive Stroke Symposium (Richmond VA)
Deutsche Bank dbAccess Italy in Focus (London)
European Congress on Acute Lymphoblastic Leukemia Network Mtg (Berlin Germany thru 19th)
American Express Co (AXP) Pres. Global Commercial Services marketing w/Stephens (NY)
Juniper (JNPR) meeting w.Wolfe Research/Steve Milunovich clients (NY)
FILMS OPENING: ‘John Wick: Chapter 3—Parabellum" w/Keanu Reeves, Halle Berry, Ian McShane, Laurence Fishburne via Summit Entertainment (LGF.A). "The Sun is Also a Star," with Yara Shahidi, Charles Melton, Faith Logan, Gbenga Akinnagbe, based on a novel with the same name, written by Nicola Yoon, from MGM & Warner Bros.(T), the latter distributing. "A Dog’s Journey," the follow-up to a "Dog’s Purpose," w/Dennis Quaid, Abby Ryder Fortson, Betty Gilpin, Kathryn Prescott, Marg Helenberger, Josh Gad, via DreamWorks (CMCSA), Amblin Entertainment, & Alibaba Pictures (BABA), based on a 2012 novel of the same name by W. Bruce Cameron, who wrote the script, distributed by Universal Pictures (CMCSA). "The Souvenir," written & directed by Joanna Hogg, with Neil Young, Tosin Cole, Jack McMullen, Tilda Swinton, from BBC Films. "Trial by Fire," with Laura Dern, Jack O’Connell, Emily Meade, & Jade Pettyjohn, based on the autobiography of Texan, Cameron Todd Willingham, executed for killing his 3 children, after scientific evidence & testimony that would support his innocence were suppressed. Directed by Edward Zwick, and based on a New Yorker article, distributed by Roadside Attractions (45% owned by LGF.A). With "Avengers: Endgame" still packing them in, next week, for Memorial Day weekend, the live action version of DIS’ "Aladdin," starring Will Smith, debuts.

SATURDAY, 05/18
DDW Digestive Disorders
Week (San Diego thru 21st)
Nat’l Restaurant Ass’n (Chicago thru 21st)
APA Am. Psychiatric Meeting (San Francisco thru 22nd)
AJA Am. Jail Ass’n Jail Expo (Louisville KY thru 22nd)
INS Infusion Therapy (Baltimore MD thru 21st)
141st Int’l Trademark Ass’n Annual Meeting (Boston thru 22nd)
Buy-Side Technology European Summit (London)
REIT Symposium (Singapore)
Target (TGT) debuts Vineyard Vines for Target in stores & online
144th Preakness Stakes (Pimlico MD)   
EARLIER 2019 OUTLOOK EXCERPTS HERE  

Sandi Lynne 2019 Nothing contained in this commentary should be construed as a recommendation to buy or sell any security. The opinions expressed are the author’s, alone, and should be just factor in more complete due diligence.                                                                                                                                                                   

                                                                           Enjoy last week's highlights. I'm retired, now, and prepare what I like, when I want,

Regards
  Sandi Lynne

       (c) 1998--2019 Sandi Lynne