Earnings360 Newsletter for 1/17/2025

Earnings360 Newsletter for 1/17/2025
Taiwan Semiconductor Manufacturing, UnitedHealth Group, Bank of America & more: Earnings results, news and what's next. ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­
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The market already told you what it thinks of a Democrat Congress (ad)
The morning after Democrats took Congress, gold jumped almost 3% and silver rose more than 4%. The dollar dropped. No bill had passed and no new member had been sworn in.

More spending means bigger deficits, and bigger deficits mean a weaker dollar. Those are conditions where gold has historically done well.

Conservative savers have seen this pattern before: more spending, more printing, and savings that buy less each year.
 
Get your free Wealth Preservation Guide before the new Congress takes over.tc pixel
Top Earnings News
Earnings call transcript: Home BancShares Q4 2024 misses EPS forecasts
Rush Enterprises, Inc. Conference Call Advisory for Fourth Quarter and Year-End 2024 Earnings Results
Democrats now control the purse strings. Here’s what that means for your savings.tc pixel 
What Goldman Sachs’ Quarterly Results Reveal About the Economy
Cintas: Trade Uncertainty Creates a Buy-the-Dip Opportunity

Friday, January 17 Today's Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReport
BOKF BOK Financial$131.47$1.97$2.12$0.15$517.09 million - →
CFG Citizens Financial Group$65.27$0.83$0.85$0.02$1.96 billion$1.99 billion-.1%→
FAST Fastenal$54.57$0.24$0.23($0.01)$1.84 billion$1.82 billion3.7%→
HBAN Huntington Bancshares$15.92$0.31$0.34$0.03$1.87 billion$1.73 billion→
RF Regions Financial$28.96$0.55$0.56$0.01$1.86 billion$1.82 billion.2%→
SLB SLB$50.36$0.90$0.92$0.02$9.24 billion$9.28 billion3.3%→
STT State Street$171.09$2.29$2.60$0.31$3.27 billion$3.41 billion12.1%→
TFC Truist Financial$50.40$0.88$0.91$0.03$5.05 billion$5.11 billion3.4%→
WIT Wipro$2.15$0.04$0.04$0.00$222.35 billion - →
Democrats can stall every bill. They can’t stop this Trump order. (ad)
The U.S. owns 8,133 tonnes of gold, still valued on the books at $42.22 an ounce. That price was set in 1973 and never updated.

Legal experts say Trump potentially has the authority to correct that with one executive order. No act of Congress is required, even with Democrats now controlling the House and Senate.

The last time Washington reset its relationship with gold, gold gained 2,300% in under a decade.
 
See how to get positioned before Trump signs the gold executive order.tc pixel

Thursday, January 16 Yesterday's Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReport
BAC Bank of America$50.57$0.77$0.82$0.05$25.12 billion$25.30 billion15.0%→
FHN First Horizon$23.61$0.38$0.43$0.05$820.84 million$793 million→
INDB Independent Bank$85.28$1.16$1.21$0.05 - - →
INFY Infosys$12.37$0.19$0.19$0.00 - - →
JBHT J.B. Hunt Transport Services$224.32$1.62$1.53($0.09)$3.13 billion$3.15 billion-4.5%→
MS Morgan Stanley$187.13$1.54$2.22$0.68$15.03 billion$16.23 billion25.9%→
MTB M&T Bank$222.94$3.70$3.92$0.22$2.34 billion - →
OZK Bank OZK$51.18$1.44$1.56$0.12$407.19 million$412.34 million1.2%→
PNC The PNC Financial Services Group$231.52$3.26$3.77$0.51$5.51 billion$5.57 billion3.8%→
TSM Taiwan Semiconductor Manufacturing$388.95$2.16$2.24$0.08 - - →
UNH UnitedHealth Group$396.97$6.74$6.81$0.07$101.60 billion$100.81 billion6.8%→
USB U.S. Bancorp$61.02$1.06$1.07$0.01$7.00 billion$7.01 billion3.7%→
WABC Westamerica Bancorporation$60.05$1.19$1.19$0.00 - - →

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