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US stock market rally continues – Netflix and J&J in focus

US stock markets continue to overcome the October curse, rallying again on Tuesday as some 66% of companies continue to beat even elevated earnings expectations.

The S&P 500 gained 0.7%, the Dow Jones 0.6% and the Nasdaq 0.7%.

Investors are paying close attention to earnings season as a number of short-term risks creep in, including inflation, labour and currency costs, with those companies able to pass this through to customers in favour.

Netflix hands in earnings report

Netflix (NASDAQ: NFLX) was broadly flat ahead of its quarterly report after the market closes. The company beat subscriber expectations, adding 4.4 million new subscribers during the September quarter, while revenue grew 16% year-on-year to hit US$7.5 billion.

Johnson & Johnson

Johnson & Johnson (NYSE: JNJ) was the highlight overnight, with the medical company reporting some US$502 million in worldwide sales of its COVID-19 vaccine, which sent the share price 2% higher.

It was a positive story across the business with a 10% revenue increase, partially driven by price rather than volume, adding to a 3% growth in earnings.

Consumer health product sales grew 5.3% in the quarter, pharmaceuticals 13% and medical devices 8%.

Home builds slow on higher costs

In what may be a positive sign for tired homebuyers in Australia, new home construction slowed by 1.6% in the US as cost pressures bite.

Back home on the ASX, the S&P/ASX 200 (ASX: XJO) is expected to follow this positive lead from US markets to open higher on Wednesday. For all the latest, check out my ASX 200 morning report.

The Golden Rules of Investing

We might be experts in retirement, but with combined financial advice experience of 35+ years, we’ve nearly seen it all. 

In mid-2023, our senior team at Wattle Partners Financial Planning put the finishing touches on a brand-new report “The Golden Rules of Investing“.

In this free report, we outline the key principles that determine all of the portfolio construction and investment decisions of Wattle Partners. Collated over decades, this paper should be seen as a work-in-progress, constantly under review in light of the ever-evolving nature of markets. 

You’ll find the free report on my Author page. Simply click the button below to view the Golden Rules.

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At the time of publishing, the author of this article does not have a financial or commercial interest in any of the companies mentioned.

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Wattle Partners is a financial advice firm, servicing clients around Australia, specialising in retirement planning (pre and post retirement). 

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