Another series of major index records happened this past week in a heavy week of earnings reports, another impeachment trial for a non-president, an energy sector that is growing rapidly and another less-than-stellar job report highlighted the week. In other non-news, much of the short-squeeze activity on GameStop, AMC and others has slowed but has possibly moved on to cannabis stocks, which went a bit wild this week.

All 3 major indexes were up for the week ended 2021-02-12. The Dow Jones Industrial average ended the week at 31,458 an increase of 1.0%. The broader S&P 500 index ended the week at 3,935 an increase of 1.2%. The Nasdaq 100 ended the week at 13,808 an increase of 1.5%. The average change for the major averages was up 1.24%.

All of the major indexes moved up for the year again this week. The Nasdaq Composite is leading with a year-to-date increase of 7.1%, followed by the S&P500 at +4.8% and the Dow Jones Industrials up 2.8%.

Investment Style View

If you are a dividend investor, dividend stocks increased in the last week by 1.7%, with the iShares Dividend price climbing from $101.49 to $103.26.

In the latest week, small cap stocks outpaced both large cap and large cap stocks. Small-cap stocks increased by 3.1% for the week while large-cap stocks increased by 1.5% and mid-cap stocks increased by 2.2%.

In order for us to monitor the performance difference between growth and value stocks, we look at the different capitalization levels (large, mid and small cap). In the latest week, there was a mixture in performance between growth and value stocks based on the capitalization of the underlying companies. Large-cap growth stocks outperformed large-cap value stocks this week 2.2% vs. 1.1%. Mid-cap growth stocks outperformed Mid-cap value stocks this week 3.1% vs. 1.9%. Small-cap value stocks outperformed Small-cap growth stocks this week 2.7% vs. 2.2%.

Sector View

This past week did not have all 11 sectors moving in the same direction. There was a decline in 2 of the sectors this past week.

The Utilities sector had a 1.38% decline this past week followed by the Consumer Discretionary sector, which declined by 0.39% for the week.

The Energy sector has been leading the way up for much of this year and continued this past week with a 5.03% increase this week. Energy was followed by the Information Technology sector (+2.66%), the Communications sector (+2.17%) and the Financial sector (+2.14%)

Be sure to check our yearly sector charts in the navigation on the right (desktop) or below (on your phone). We will also launch comparison charts in these pages this week (vs S&P 500) and will launch several sector comparison pages as well.



Earnings Roundup

This week had well over 600 earnings reports, but without huge technology companies reporting. There were still some key earnings reports including:

  • The Walt Disney Company. (DIS) announced earnings after the market close on 2021-02-11. Earnings came in at $0.32 the analyst consensus was $-0.45, a difference of $0.77 per share. Revenue estimates were $15,841M but came in at $16,249M, a difference of $408M. Shares closed the prior day at $190.91 a share and closed the day at $187.67 a decline of -1.7%.
  • Cocacola Company. (KO) announced earnings after the market close on 2021-02-10. Earnings came in at $0.47 the analyst consensus was $0.41, a difference of $0.06 per share. Revenue estimates were $8,699M but came in at $8,611M, a difference of $-88M. Shares closed the prior day at $49.70 a share and closed the day at $49.60 a decline of -0.2%.
  • Nestle Sa (NSRGY) announced earnings after the market close on 2021-02-11. Earnings came in at $0.00 the analyst consensus was $0.00, a difference of $0.00 per share. Revenue estimates were $25,168M but came in at $0M, a difference of $-25,168M. Shares closed the prior day at $112.55 a share and closed the day at $113.26 an increase of 0.6%.
  • Toyota Motor Corporation. (TM) announced earnings after the market close on 2021-02-10. Earnings came in at $5.67 the analyst consensus was $3.65, a difference of $2.02 per share. Revenue estimates were $73,567M but came in at $78,045M, a difference of $4,477M. Shares closed the prior day at $154.00 a share and closed the day at $161.56 an increase of 4.9%.
  • Astrazeneca Plc. (AZN) announced earnings after the market close on 2021-02-11. Earnings came in at $0.54 the analyst consensus was $0.53, a difference of $0.01 per share. Revenue estimates were $6,980M but came in at $7,410M, a difference of $430M. Shares closed the prior day at $49.97 a share and closed the day at $50.09 an increase of 0.2%.
  • Cisco Systems, Inc. (CSCO) announced earnings after the market close on 2021-02-09. Earnings came in at $0.79 the analyst consensus was $0.76, a difference of $0.03 per share. Revenue estimates were $11,923M but came in at $11,960M, a difference of $37M. Shares closed the prior day at $48.50 a share and closed the day at $47.24 a decline of -2.6%.
  • Pepsico, Inc. (PEP) announced earnings after the market close on 2021-02-11. Earnings came in at $1.47 the analyst consensus was $1.45, a difference of $0.02 per share. Revenue estimates were $21,996M but came in at $22,455M, a difference of $459M. Shares closed the prior day at $137.70 a share and closed the day at $134.97 a decline of -2.0%.
  • Uber Technologies Company. (UBER) announced earnings after the market close on 2021-02-10. Earnings came in at $-0.54 the analyst consensus was $-0.53, a difference of $-0.01 per share. Revenue estimates were $3,576M but came in at $3,165M, a difference of $-411M. Shares closed the prior day at $63.18 a share and closed the day at $60.71 a decline of -3.9%.


Dividend Payments

Here are some of the bigger dividends reported this week:

  • Exxon Mobil Corp (XOM) paid a dividend of $0.87 on 2021-02-09. The stock closed at $50.63 giving an estimated yield of 6.9%.
  • Valero Energy Corp (VLO) paid a dividend of $0.98 on 2021-02-10. The stock closed at $65.11 giving an estimated yield of 6.0%.
  • Sabine Royalty Trust (SBR) paid a dividend of $0.16 on 2021-02-12. The stock closed at $33.34 giving an estimated yield of 5.6%.
  • North European Oil Royality Trust (NRT) paid a dividend of $0.04 on 2021-02-11. The stock closed at $3.98 giving an estimated yield of 4.0%.

  • The Week Ahead

    Big Economic and other data {or big events} being reported this week are:

    • Monday: Stock and bond markets are closed for Presidents Day
    • Tuesday: The Federal Reserve Bank of NY releases the Empire State Manufacturing Survey for February with an estimated reading of 8 compared to January's 3.5 reading.
    • Wednesday: The Federal Open Market Committee releases their minutes from their late-January policy meeting.
    • Thursday: The Census Bureau reports on new residential construction for January with an expected 1.65 million starts, just below Decembers' 1.67 million.
    • Friday:

    Earnings season continues this week with the following companies reporting this week:

    • Monday:
    • Tuesday: CVS Health, Vornado Realty, Palantir
    • Wednesday: Baidu, Shopify, Twilio
    • Thursday: Walmart, Roku, Applied Materials
    • Friday:

    Authors Note: Please note, the writer currently owns no individual stocks.

    About the Writer

    This page was created and is maintained by Kurt Tietjen, Founder of Stavera, High Peak Media & HomeGearWorks.com. Kurt is an executive, data scientist and software engineer who holds an MBA in Management Information Systems. In 2010, he partnered with scientists at Northwestern University to launch The Street Wire. This was one of the first mainstream uses of what would become “Narrative Science”, an artificial intelligence platform specializing in natural language generation. You can contact Kurt on LinkedIn here.