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Amazon, Boeing, Lam Research: Three Earnings Reports to Watch

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It's a big week for earnings.

Jeff Marks, senior analyst for Jim Cramer's Action Alerts Plus members-only investing club, zeros in on three earnings reports that the club is keeping its eye on this week:

Lam Research  (LRCX) - Get Lam Research Corporation Report

"What I'm interested to hear is their commentary around this cycle. You know there's been a classic bull debate right now, the semiconductor investment cycle. The classic bull-bear debate right now is whether the turn will kind of happen in the end to the back half of 2019 or if it's more 2020-based. Any visibility into those cycle dynamics is what investors are going to be looking for when it comes in terms of semis."

Lam Research reports after the bell on April 24. 

Amazon  (AMZN) - Get Inc. Report

"It'll give you kind of sort of the strength and tastes of the consumer... if you recall last quarter investors took issue with Amazon guidance because of some regulatory restrictions in India taking place on their e-commerce business. So we'll see if that was management being kind of conservative there...And then also AWS, it's a cloud business of, of Amazon and, and you know, all points are leading to have another strong quarter of growth for that business. So you know, Amazon's a huge player. Huge Action Alerts Plus name. So, it's a big exciting event there."

Amazon reports after the bell on April 25. 

Boeing  (BA) - Get The Boeing Company Report

"So the key to watch there is what they say about the 737, a lot of people are expecting a downward revision to cashflow guidance for this year. So that's going to affect, you know, Boeing and what investors, how they price it because people look at the free cash flow yield on that one and to how to gauge it."

Boeing reports before the bell on April 24. 

Lam Research, Amazon, and Boeing are holdings in Jim Cramer's Action Alerts PLUS member club. Want to be alerted before Jim Cramer buys or sells the stocks? Learn more now.

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