
Lowe's Earnings, Tesla Investor Day, and the State of Agriculture 03/01/23
Morning Call
00:00
What's the Best Bet for Your Money?
Keith Weiss: There's a huge expectation coming into this print. The key number people are looking at for the current border there, their fiscal Q4 is going to be their current remaining performance obligations numbers. If they hit that number, I think investors will feel fine about them at least having visibility and control over their near term fundamentals. Boxes forecast to you revenue increased by 10% EPS by 43%. CNBC data team also looking at this company saying box is a name that could swing the profitability on a gap basis sooner than expected due to strong net cash flow. Snowflake while it is high valuation name, one in which we think the demand trends are going to be better than feared.
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