Guidance & Visibilty

[jimmybob]

Nice post!

[ECole]

CMA June auto sales reached to 15.9 million unit rate to highest level in over five years.

Read here
http://www.earningsimpact.com/

[madrose1]

Earnings Preview for the week of July 15 - 19

Monday:
Pre Market - C
After Hours - CTAS, BRO

Tuesday:
Pre Market - JNJ, KO, GS, MOS, CMA
After Hours - CSX, URI, YHOO, PKG, IBKR, WTFC

Wednesday:
Pre Market - BAC, NVS, ABT, USB, PNC, BK, TXT, GWW, STJ, MAT, MTB, ASML, NTRS
After Hours - IBM, INTC, AXP, EBAY, KMP, CCK, STLD, SNDK, NE, VMI, UFPI, SLM, ALB, PLXS, XLNX, HNI, CVA

Thursday:
Pre Market - TSM, ERIC, UNH, VZ, JCI, SWY, PM, MS, NOK, UNP, SVU, DHR, NUE, AN, SAP, PPG, BAX, GPC, SHW, BLK, BBT, DOV, DGX, FITB, SON, BX, APH, WSO, KEY
After Hours - MSFT, GOOG, COF, SYK, CE, AMD, HUBG, CMG, ISRG, CYT, SWKS, CHE

Friday:
Pre Market - GE, SLB, HON, BHI, MAN, IR, STT, VFC, STI, ALV, IPG, LH, COL

[madrose1]

TSLA this chart sums up the valuation disconnect. Market cap relative to revenue says it all. http://stks.co/sJQZ Bearish

[madrose1]

The Tesla Bubble Visualized http://stks.co/fbzy $TSLA $GM $F $TM

[madrose1]

This week's top 20 % gainers
Technology: ZNGA (3.43 +22.14%), ELX (7.66 +20.76%), IL (8.34 +19.47%), GNCMA (9.25 +18.47%), LEAP (7.33 +17.44%), GTAT (4.19 +15.51%)
Services: CVC (19.2 +21.66%), EDG (7.56 +19.42%), ABFS (22.95 +17.95%)
Healthcare: ONXX (136.03 +58.63%), CLDX (21.27 +23.67%), ALNY (37.82 +21.23%), NVAX (2.62 +20.51%), PBYI (55.76 +19.98%), DYAX (3.97 +18.94%), HALO (8.04 +18.67%), OPTR (15.59 +16.5%)
Conglomerates: ACRX (10.29 +16.36%)
Basic Materials: AG (10.8 +24.41%), SAND (5.72 +15.47%)

This week's top 20 % losers

Technology: BBRY (9.55 -35.28%), IDCC (38.62 -14.34%), OIBR (1.54 -12.92%)
Services: NWSA (15.66 -52.73%), GOL (2.78 -13.41%), ARP (19.69 -13.34%)
Industrial Goods: AZZ (36.5 -13.82%)
Healthcare: ACHN (6.19 -22.32%), AMED (11 -18.89%), INSM (10.34 -13.65%), ARNA (7 -11.82%)
Financial: NBG (3.08 -28.68%)
Consumer Goods: MJN (69.33 -12.53%)
Basic Materials: LINE (23.45 -33.94%), LNCO (26.64 -27.48%), ALDW (19.66 -16.35%), BBEP (15.24 -14.44%), ALJ (13.06 -11.58%), YZC (6.96 -11.29%), SID (2.47 -11.03%)

[madrose1]

Earnings week of July 8 - 12

Monday: After Hours - AA, WDFC

Tuesday: Pre Market - HITK, WWW
After Hours - ADTN, HELE

Wednesday: Pre Market - FDO, FAST, MSM
After Hours - PSMT, TXI, VOXX, YUM

Thursday: Pre Market - CBSH, PGR, LEDS
After Hours - ANGO, EOPN, PPHM

Friday: Pre Market - INFY, JPM, TECD, WBS, WFC

[madrose1]

Most Volitile Stocks at earnings

[madrose1]

Earnings July 8th -12th ...YUM FDO FAST MSM PSMT PPHM ....& INFY JPM WFC on friday.

July 10th

Before The Open Ticker Actual Consensus Yr Ago Yr/Yr Rev

Family Dollar FDO
1.03 1.06
Fastenal FAST
0.41 0.38
MSC Industrial MSM
0.98 1.10
After The Close Ticker Actual Consensus Yr Ago Yr/Yr Rev
Marketo MKTO
-0.43
PriceSmart PSMT
0.65 0.52
VOXX Intl VOXX
0.04 -0.20
YUM! Brands YUM
0.54 0.67

July 11, 2013 Before The Open Ticker Actual Consensus Yr Ago Yr/Yr Rev
Commerce Bancshares CBSH
0.71 0.84
iGATE IGTE
0.34 0.28
Progressive PGR
0.40 0.19
After The Close Ticker Actual Consensus Yr Ago Yr/Yr Rev
AngioDynamics ANGO
0.06 0.09
Bank of the Ozarks OZRK
0.57 0.55
E2open EOPN
-0.20
Flow FLOW
0.00 0.06
Peregrine Pharma PPHM
-0.06 -0.10

July 12, 2013 Before The Open Ticker Actual Consensus Yr Ago Yr/Yr Rev
Infosys INFY
0.73
JPMorgan Chase JPM
1.41 1.21
Webster Financial WBS
0.47 0.44
Wells Fargo WFC
0.92 0.82
After The Close Ticker Actual Consensus Yr Ago Yr/Yr Rev
Pure Cycle PCYO
-0.04


Read more:
www.briefing.com/investor/calendars/earnings/2013/07/08-12/#ixzz2XpZ5eBwJ
Under Creative Commons License: Attribution
Follow us: @Briefingcom on Twitter | Briefingcom on Facebook

[madrose1]

Earnings Expectations for the Week of June 17 ADBE, BBBY, BBRY, CAG, DRI, FDS, FDX, GIS, JBL,

Quarterly reports from FedEx (NYSE: FDX [FREE Stock Trend Analysis]), Oracle (NASDAQ: ORCL) and Kroger (NYSE: KR) will be among the highlights on the earnings front this week. Here is a quick look at what analysts are expecting from these and some of the week's other, most prominent earnings reports.

See also: Weekly Preview: Fed in Focus as Tapering Fears Mount

FedEx

This ostensible economic bellwether is expected to say that earnings came to $1.96 per share for its fourth quarter of fiscal 2013. That would be down from $1.99 per share in the year-ago period. Revenues for the quarter are estimated to be about four percent higher to $11.44 billion.

The full-year forecast calls for earnings per share (EPS) of $6.05 on $44.39 billion in revenue. That would compare to $6.59 per share and $42.70 billion in the previous year. Note that both consensus EPS estimates have slipped by a penny over the past 60 days. Look for the earnings report Wednesday morning.

Oracle

In its report after the markets close Thursday, Oracle is expected to post fiscal fourth-quarter earnings that were more than five percent higher than in the year-ago period to $0.87 per share. Full-year EPS from this enterprise software and hardware maker are forecast to be up more than eight percent to $2.68.

Revenues from this Redwood City, California-based company are predicted to total $11.13 billion for the most recent quarter and $37.46 billion for the fiscal year. That would be up less than two percent and less than one percent, respectively.

Kroger

Fiscal first-quarter earnings from Kroger are forecast to come to $0.88 per share in Thursday's report. That would be up from $0.78 per share in the year-ago period. The largest grocery store chain in the United States exceeded analysts' EPS expectations in the past four quarters.

Quarterly revenues are predicted to total $30.17 billion, which would be an almost four percent increase relative to a year ago. And thus far, more than four percent growth in revenues and more than 13 percent growth in EPS are expected in the current quarter as well.

CarMax

First-quarter fiscal 2014 earnings from CarMax (NYSE: KMX) are expected to be $0.58 per share, on revenues of $3.13 billion. In the same quarter of the previous year, this retailer of used vehicles just missed consensus EPS estimates when it posted $0.52 on sales of $2.77 billion.

Note that this Richmond, Virginia-based company has topped analysts' expectations for earnings in just one of the past four quarters. And so far, EPS and revenue results are predicted to be similar in the current quarter. The report is scheduled for Friday before the markets open.

Darden Restaurants

Darden Restaurants (NYSE: DRI), which operates the Red Lobster, Olive Garden and other chains, is expected to report Friday before the opening bell that for its fiscal fourth quarter it saw $1.04 EPS and $2.26 billion in revenue. In the same period of the previous year, it posted $1.15 per share, while sales totaled $2.07 billion.

For the full year, the forecast calls for EPS of $3.16 on $8.52 billion in revenue. That would compare to $3.58 per share and $8.00 billion in the previous year. Note that both consensus EPS estimates are unchanged from 60 days ago. Look for the earnings report Friday morning.

Jabil Circuit

In its Wednesday afternoon report, Jabil Circuit (NYSE: JBL) is expected to report that fiscal third-quarter EPS declined from $0.64 a year ago to $0.54. That consensus estimate is the same as it was 60 days ago, but per-share earnings missed consensus estimates by a penny in the previous quarter.

Revenues from this St. Petersburg, Florida-based electronics manufacturer are forecast to total $4.40 billion for the most recent quarter. That would be up less than three percent year-over-year. So far, revenue is predicted to be almost five percent higher in the current quarter and more than four percent for the full year.

And Others

Others predicted to report year-over-year earnings growth this week include FactSet Research Systems (NYSE: FDS), La-Z-Boy (NYSE: LZB), Red Hat (NYSE: RHT) and Rite Aid (NYSE: RAD). But earnings declines are expected from Adobe Systems (NASDAQ: ADBE) and TIBCO Software (NASDAQ: TIBX).

The following week, keep an eye out for quarterly reports from Bed Bath & Beyond (NASDAQ: BBBY), BlackBerry (NASDAQ: BBRY), ConAgra Foods (NYSE: CAG), General Mills (NYSE: GIS), Walgreen (NYSE: WAG) and more.
.

Read more: http://www.benzinga.com/news/earnings/13/06/3679196/earnings-expectations-for-the-week-of-june-17#ixzz2WQIFJDok

[madrose1]

This week's top 20 % Gainers & Losers

Technology: VNET (11.18 +15.7%)

Services: GCI (24.99 +30.91%), BLC (14.01 +22.4%), TVL (13.8 +17.84%), TUES (10.24 +17.28%), CHUY (38.82 +15.44%), GTN (6.48 +15.34%)

Healthcare: QCOR (46.14 +33.5%), VNDA (11.55 +30.94%), CLDX (16.05 +19.19%), AMED (13.41 +17.47%), HMA (16.01 +16.17%), TXMD (2.83 +15.81%)

Consumer Goods: CTB (33.4 +38.21%), DOLE (12.79 +29.66%), KS (38.09 +24.79%), DMND (19.63 +24.04%), PPC (13.39 +18.57%), BDBD (12.01 +17.93%), THO (47.81 +15.83%)

This week's top 20 % losers

Technology: IRM (28.93 -16.02%), FSLR (44.71 -13.91%), HIMX (5.39 -11.5%), SCTY (36.29 -10.68%), OIBR (1.94 -10.31%), RKUS (10.68 -10.25%)

Services: LQDT (31.09 -19.58%), TIVO (11.39 -18.53%), SHOS (43.62 -16.74%)

Healthcare: GNMK (11.97 -20.23%)

Consumer Goods: TWI (17.61 -18.79%), ZQK (6.36 -16.69%), LULU (66.15 -15.99%)

Basic Materials: MUX (2.1 -16.48%), ACI (4.24 -14.29%), RBY (1.73 -13.13%), SLT (5.78 -10.36%), HMY (3.83 -10.14%), WLT (12.13 -10.1%), AUQ (4.8 -10%)

[madrose1]

Earnings week of June 17 - 21

Monday: After Hours - KFY

Tuesday: Pre Market - FDS
After Hours - ADBE, LZB

Wednesday: Pre Market - FDX, ATU
After Hours - JBL, MU, SCS, RHT, CLC, FNSR

Thursday: Pre Market - KR, RAD, IHS, PIR, MEI
After Hours - ORCL, TIBX

Friday:
Pre Market - KMX, DRI

[madrose1]

China's industrial production last month grew at the slowest pace since last September, while its imports in May rose by the lowest amount since last August, the country reported over the weekend, according to The New York Times. On a positive note, retail sales growth inched up to 12.9% in May from 12.8% in April, the newspaper noted. Reference Link :theflyonthewall.com

[madrose1]

f/a analysis on 3D $XONE $DDD $SSYS since ExOne's ipo revisted http://www.techandinnovationdaily.com/2013/02/06/exone-3d-printing-ipo/

why this didn'g get too far fri .

(nice bounce tho)

[madrose1]

ACAD added to Nasdaq Biotechnology Index


ACADIA Pharmaceuticals Added to NASDAQ Biotechnology Index
Business WirePress Release: ACADIA Pharmaceuticals Inc. – 33 minutes ago


RELATED QUOTES
Symbol Price Change
ACAD 14.08 0.81

SAN DIEGO--(BUSINESS WIRE)--

ACADIA Pharmaceuticals Inc. (ACAD), a biopharmaceutical company focused on innovative treatments that address unmet medical needs in neurological and related central nervous system disorders, announced that it has been selected for addition to the NASDAQ Biotechnology Index (^NBI) effective prior to today’s market open.

The NASDAQ Biotechnology Index is designed to track the performance of a set of NASDAQ-listed securities that are classified as either biotechnology or pharmaceutical according to the Industry Classification Benchmark (ICB). These companies must meet eligibility requirements, including minimum market capitalization, average daily trading volume, and seasoning as a public company, among other criteria. The index is evaluated semi-annually in May and November and serves as the basis for the iShares NASDAQ Biotechnology Index Fund (IBB). For more information about the NASDAQ Biotechnology Index, including eligibility criteria, visit https://indexes.nasdaqomx.com/.

[madrose1]

Two Underdogs $DANG $RENN and a Hidden Gem $YY from China
http://beta.fool.com/leokornsun/2013/05/08/two-underdogs-and-a-hidden-gem-from-china/33758/?source=eogyholnk0000001


YY Inc.: The Hidden Gem
http://finance.yahoo.com/q/ks?s=YY+Key+Statistics

(float=7mil, 1.56Bil cap, revs= 160mil )

Unlike Renren or Dangdang, social network operator YY Inc. has actually risen nearly 90% since its market debut last November. YY, which has over 300 million users, is a gaming and web-chat platform that allows freelance entertainers to become Internet celebrities. YY members use the website to showcase their talents, such as singing or hosting radio shows, to attract fan followings.

Popular performers then charge their fans fees for playing online games or engaging in activities with them. Fans can also purchase virtual gifts, such as flowers or teddy bears, for their favorite members. The members then earn a cut of the revenue from the purchased products.

This oddball business model has been wildly successful, with first quarter revenues rising 130.5% year-on-year to $51.2 million. Non-GAAP operating income rose 159.9% and gross profit soared 150% to $27.5 million. The company boasted an incredible gross margin of 53.7%, up from 49.5% in the prior year quarter


[img]http://media.ycharts.com/charts/914b6319f27627b18c88ef0f72b3d2bc.pngp/img]

41% of the company’s revenue is generated from its online games, and 35% from its music unit, which showcases live performances and karaoke from its performers. YY’s robust video-chat platform has even attracted over 20,000 teachers in China, who now use the site to offer private lessons ranging from foreign languages to government civil employee entrance exam courses.

YY’s more popular members have been able to earn approximately $19,000 annually, compared to the average Chinese annual salary of $7,000, which makes participation in the site a win-win situation for both the company and its members.

The Foolish Bottom Line

Despite worries of a slowing Chinese economy, the Chinese Internet industry is still one of the most exciting growth markets in the world. While some companies, such as Renren, are still trying to control costs to generate profits, other companies, such as Dangdang, are slowly but steadily carving out a niche in e-commerce. Lastly, oddball companies such as YY prove that Chinese Internet companies don’t necessarily need to be labeled as the “Chinese Facebook or Amazon” to achieve incredible success. These two underdogs and one hidden gem are all risky bets, but each of them have high growth potential if their business models pay off.

[madrose1]

Chinese Competitors Will Burst The 3D Printing Bubble $XONE $DDD $SSYS
http://seekingalpha.com/article/1466071-chinese-competitors-will-burst-the-3d-printing-bubble?source=yahoo

[madrose1]

Notable companies reporting before tomorrow's open earnings consensus, include Michael Kors (KORS), consensus 39c; DSW (DSW), consensus 90c; Chico's FAS (CHS), consensus 36c; The Fresh Market (TFM), consensus 44c; RBC Bearings (ROLL), consensus 61c; Movado (MOV), consensus 22c. :

[madrose1]

Earnings May 28 - 31 (redux)

Earns Tues am: $BNS $SDRL $CSIQ $SVA $TIF

after $UNFI $BAMM $NAVR

Weds am: $DG $BMO $DAKT $CHS $KORS $HNR $MOV $RY $TSL $TFM

after: $AVGO $TLYS

Thurs am: $BIG $COST $CNIT $CSUN $DLIA $JOY $SAFM $FRED $EXPR $YGE

After: $CPRT $ESL $GES $KKD $IXYS $LGF $OVTI $PLL $PANW $SPLK

[madrose1]

Earns Tues am: $BNS $SDRL $CSIQ $SVA $TIF

after $UNFI $BAMM $NAVR

Weds am: $DG $BMO $DAKT $CHS $KORS $HNR $MOV $RY $TSL $TFM

after: $AVGO $TLYS

Thurs am: $BIG $COST $CNIT $CSUN $DLIA $JOY $SAFM $FRED $EXPR $YGE

After: $CPRT $ESL $GES $KKD $IXYS $LGF $OVTI $PLL $PANW $SPLK

[madrose1]

LONG Setups: (or shorts)
¦QCOR – constructive pullback and a bullish reversal off 34 on Friday, closing near 35 and 20dma, expecting a bounce thru 35 and beyond
¦PCLN – following a bullish reversal on Thursday, traded in a narrow range on Friday and finished back above 800, will be looking for a move higher toward 815-820
¦TSLA – probably the strongest stock out there right now in terms of relative strength, great move out of a bull flag on daily on Friday on big volume, expecting continuation to 105-110
¦UNXL – bullish reversal off 21-22 level, will be looking for continuation to 25 and beyond
¦ACAD – preparing to move out of a flag/handle type pattern, will be looking for a breakout to new highs
¦VMW – came back to retest the 70 level where it has a great deal of support, expecting a bounce through 73 and toward 20/50dmas
¦AEGR – high flag on daily and it appears fairly overbought but could still give another leg higher and a breakout to new highs
¦AMRI – some sloppy action earlier in the month but overall a very bullish chart with a constructive flag over 50dma and 10 level, will be looking for a move over 11.50 and a possible breakout to new highs
¦MPC – very nice cup and handle formation on daily, expecting a move to 85 and beyond
¦SCTY – extremely overbought but still has incredible strength/momentum and tight flag indicating another likely move higher, expecting a move to 55+
¦TA – nice bounce off 50dma on higher volume, looking for continuation toward 12
¦THRX – constructive pullback to 35 with a bullish reversal on Thursday, expecting a bounce through 37.50
¦XONE – bullish bounce of 20dma on Thursday followed by a narrow range consolidation under 45 on Friday, will be looking for a move higher toward 47.50+
¦GNRC – has been a slow and steady mover, but a very constructive and bullish daily chart, looking for a move through 38 and toward 40
¦SFUN – very constructive base and a narrow flag it’s been in for the past several weeks, expecting a range expansion breakout to new highs

[madrose1]

Earnings May 28 - 31


Tuesday: Pre Market - BNS, SDRL, TIF, CSIQ
After Hours - UNFI, WTSL

Wednesday: Pre Market - DG, BMO, CHS, BWS, DSW, KORS, TFM
After Hours - AVGO, TLYS

Thursday: Pre Market - COST, BIG, JOY, SAFM, FRED, EXPR
After Hours - LGF, PLL, GES, OVTI, PANW, SPLK

Friday:
Pre Market - GCO

[madrose1]

$TDW reports this am, last Qtr reported Q3 EPS 61c vs 43c competitors $GLF & $HOS all 18% gainers in from last mo

[madrose1]

Expect Lower Guidance from NetApp ($NTAP), But With Stock 'In Play' Downside is Limited - BMO ... http://stks.co/aUxd

[madrose1]

BIDU A Closer Look At Baidu's Key Costs And Operating Margins. http://stks.co/qDIU.

[madrose1]

QIHU Qihoo 360 Tech. beats by $0.01, beats on revs; guides Q2 revs above consensus (QIHU) 41.05 :

Reports Q1 (Mar) earnings of $0.14 per share, $0.01 better than the Capital IQ Consensus Estimate of $0.13; revenues rose 58.6% year/year to $109.9 mln vs the $105.89 mln consensus. Co issues upside guidance for Q2, sees Q2 revs of $142-144 mln vs. $121.19 mln Capital IQ Consensus Estimate.

First Quarter Operating Metrics

Total monthly active users of Qihoo 360's products and services reached a record 457 mln in March 2013, compared to 411 mln in March 2012.

User penetration of Qihoo 360's products was 95.8% in March 2013, compared to 93.4% in March 2012.
Total smartphone users of Qihoo 360's primary mobile security product reached ~275 mln in March 2013, compared to 74 mln in March 2012.

Monthly active users of Qihoo 360's browsers reached a record 332 mln in March 2013, compared to 273 mln in March 2012.
User penetration of Qihoo 360's browsers reached a record 69.6% in March 2013, compared to 62% in March 2012.
Average daily unique visitors to the 360 Personal Start-up Page and its sub-pages were 94 mln in the first quarter of 2013, compared to 77 mln in the first quarter of 2012.

Average daily clicks on Qihoo 360's Personal Start-up Page and its sub-pages were ~489 mln in the first quarter of 2013, compared to 295 mln in the first quarter of 2012.
Paying users of Qihoo 360's web game platform were ~281,000 in March 2013, compared to 139,000 in March 2012

[madrose1]

FELIX ZULAUF: Stocks Remind Me Of Gold And They Could See A 'Quick And Painful Adjustment' http://stks.co/jWBA

Read more: http://www.businessinsider.com/felix-zulauf-stocks-look-like-gold-2013-5#ixzz2Tnqh7BKK

Felix Zulauf: Here Comes the Buying Climax
Joshua M Brown
May 19th, 2013
http://www.thereformedbroker.com/2013/05/19/felix-zulauf-here-comes-the-buying-climax/?utm_source=dlvr.it&utm_medium=twitter


Regular readers know I'm a huge fan of Felix Zulauf's career as a macro investor as well as his ongoing commentary. I always look forward to his remarks in the Barron's Roundtables and in his regular notes.

Felix has been bearish for years now but opportunistic in some regards. He now believes that equities are advancing toward some sort of "buying climax" to end the rally, rather than a rolling over. Both end badly in his view absent a fundamental economic improvement, from what I can surmise.

The below comes from his larger May note...

***

Entering Euphoria in Equity Markets

The problem with currently rising equity markets is not rising prices but the lack of fundamental improvement. Stock prices are driven primarily by this lack of alternative investment opportunities and the growing belief that central banks’ money printing can and will generate attractive investment returns for equity investors for a long time despite the lack of supporting fundamentals in the real economy. That is a risky assumption, but as long as rising trends remain intact, nobody worries. In fact, the momentum of the leading equity market indices (Japan, the U.S., Germany and Switzerland to name some) is very powerful and has the potential to carry further, potentially even into a buying climax. Similarities to the gold price in spring 2011 come to mind. At that time, the conviction that gold could only go one way because inflation will eventually rise was as extreme as is now the case for equities.

Once equity markets discover the emperor has no clothes, they could face a quick and painful adjustment to bring markets in line again with fundamentals. For the gold market it was when investors realized there was no rise in CPI inflation or the assumption that systemic risks are declining. It is true that equities look attractive relative to fixed-income alternatives from a valuation point of view, when depressed fixed-income yields are compared to dividend yields or earnings yields (reciprocal of P/E ratios). Those comparisons are all fine as long as economies do not fall back into a recession and earnings stay at least stable. As investors are not expecting a recession, they still believe equities are by far the best place to be, and they act accordingly. That’s why we might see an end to this cycle with a bang (buying climax) and not a whimper (conventional broadening cycle top).

Currency manipulation is the game of the day for central banks, although they deny it. Several central banks have cut their rate recently, with Korea being the latest. Sweden will most likely be next. With central banks in the U.S. and Japan extremely expansive and the ECB most likely joining soon to “help the economy,” there is plenty of liquidity in the system to nourish a continuation of the stock market rally. Moreover, with the world economy sloppy and CPI-inflation rather soft, there is still more room for central banks around the world to further loosen monetary policy.

While global equity markets show some minor divergences here, they are not serious yet and are counterbalanced by important positive confirmations in the technical picture of the market. Usually we see the deterioration and non-confirmations with a lead of a few months before markets begin a bear cycle in earnest. Those signs are not yet present, today. But this is not a cycle that can be compared with previous ones, and therefore we have to monitor the health of the market very closely for any sign of trend deterioration to avoid a more serious and painful downside adjustment.

[madrose1]

Earnings May 20 - 24

Monday: Pre Market - CPB, HGG, QIHU JASO

After Hours - TIVO EFUT

Tuesday: Pre Market - HD, BBY, TJX, MDT, AZO, DKS, SKS TECD TDW

After Hours - INTU, NTAP, ADI BAMM CPWR

Wednesday: Pre Market - TGT, LOW, SPLS, BAH, AEO, NAVR TOL

After Hours - HPQ, HOTT PSUN GES NTAP LTD, PETM, SPTN, WDAY

Thursday: Pre Market - AAP SHLD, TD, HNZ, HRL, AAP, DLTR,KKD GME, RL, ROST SIG, PDCO, PLCE

After Hours - GPS, ROST CRM, WSM, MRVL, ARO, P

Friday:
Pre Market - ANF, FL

[madrose1]

Briefing test link "Scans"
http://www.briefing.com/GeneralContent/InPlayEq/Active/ArticlePopup/ArticlePopup.aspx?SiteName=InPlayEqPopup&ArticleId=NS20130514162056TAPageScans

[madrose1]

BlackBerry's Plan B: The Network

By TIERNAN RAY | MORE ARTICLES BY AUTHOR

Can BlackBerry expand its vaunted secure network to manage iPhones and Android smartphones? Perhaps, but the competition is heating up.


When the iPhone made its debut in 2007, more than one otherwise sharp-eyed investor told me Apple's gadget would never storm the corporate world. Road warriors loved their BlackBerrys, and the corporate information-technology folks loved the software they purchased from BlackBerry-maker Research In Motion.

RIM, in other words, was IT's friend.

Fast-forward six years, and smartphones have become wildly popular among consumers—emphasis on "consumer." Individual users, exercising personal preference, dumped BlackBerrys in droves for Apple (ticker: AAPL) iPhones and smartphones based on Google's (GOOG) Android operating system.

Not only did Research In Motion, now called BlackBerry (BBRY), lose sales and market share, but corporations found other software aside from BlackBerry's to manage all the new handsets coming in the door every morning.

As BlackBerry seeks to revive its franchise with new handset models—the Z10 and Q10—the company is moving on a second front, trying to restore its prominence in corporate-IT software. The stock's few bulls say a renaissance in BlackBerry Enterprise Server, or BES, software could lead to a rise in the shares, from a recent $15.54 to the low $20s or even $30 in the coming twelve months.

AT ITS BLACKBERRY WORLD user event this week, the company is expected to talk up the latest version of its IT software, BES 10, which manages not only BlackBerrys, but iPhones, and Android devices from Samsung Electronics (005930.Korea) and others. This year BlackBerry is expected to get about a third of its $13 billion in forecast revenue from mobile-device network services.

It's an uphill slog for BlackBerry. Good Technology, of Sunnyvale, Calif., is widely regarded as the market leader. Other competitors include AirWatch and MobileIron.

According to Gartner, the cross-platform mobile-device management market was probably $784 million last year. That could rise to more than $1.3 billion this year.

But the biggest prize is management of all corporate computing, as more of it goes mobile. "We're at phase 1.0 of this enterprise mobile platform," says Chris Curran, chief technologist with the advisory practice of PricewaterhouseCoopers. "The goal is being the future platform for corporate mobile applications."

For the moment, Good and the rest are simply trying to help IT managers deal with some basic problems: Employees show up at work with smartphones or tablets they bought, replete with gaming and Facebook applications, and expect to use business e-mail and documents on the devices, potentially exposing their employers to risk.

The challenge for BES software is that it hasn't established a name for itself managing anything other than a BlackBerry. "You shouldn't count BlackBerry as part of mobile-device management because they have no market share yet," says Phil Redman, who follows the market for Gartner. By that he means that today BlackBerry's service revenue comes entirely from managing BlackBerry devices.

Start-up AirWatch has 6,500 customers running all manner of devices, and the company has raised $200 million in venture capital. It is valued in the private market at more than $1 billion.

Chairman Alan Dabbiere says the BES offering falls short of capabilities needed to securely manage Apple iOS and Google Android devices, including FIPS 140, a standard for encryption. "They are woefully behind on iOS and Android, because they can't do these things," he says.


MobileIron claims 4,500 customers and has $100 million in financing. It says three of the world's top five retailers are using its technology. Says CEO Bob Tinker, "There is not an incumbent yet in this market." BlackBerry and Citrix Systems (CTXS), he says, are "trying to bolt on an appendage" onto existing software.

One possible problem for BlackBerry is that its platform might not even be considered by some companies because its smartphones are in decline.

One the other hand, BlackBerry can still boast of something unique: Its "network operations center," or NOC, is a dedicated private network whose vaunted security has for years been the crown jewel of BlackBerry e-mail.

Users of BES and the NOC, points out BlackBerry enterprise head Peter Devenyi, are able to effectively lock down all devices, including iPhone and Android, to a single communications "port." That can vastly reduce the number of back doors that make devices vulnerable to hacking.

BLACKBERRY IS MAKING concessions to woo companies, giving away the BES software for free, while waiving the network fee for BlackBerry users who upgrade to BlackBerry 10 devices through the end of this year.

The BES software has garnered some prominent early customers, including Skadden, Arps and 20th Century Fox, and 4,600 companies are evaluating the software.

If even a fraction of enterprises take up BES and the NOC, bulls think it could boost the stock.

Peter Misek, who follows BlackBerry for Jefferies & Co., and rates its shares Buy, doesn't expect BlackBerry will win the smartphone wars. But with perhaps 500 million corporate users of email on mobile devices, worldwide, Misek reasons that if just 10% of them were to take up BlackBerry's offer to use the NOC, and if each one paid $100 per year, the result would be a steady $5 billion in revenue for BlackBerry annually.

Put a 42% operating margin on that, and you could be looking at $2.50 per share in earnings, for a stock worth $30 at a P/E multiple of 12. With a steady $5 billion in security revenue, BlackBerry could be attractive to an acquirer, he thinks. For example, Misek speculates that Microsoft might want to boost its standing in mobile by buying the company.

We may know more soon about what a mobile device management stock is worth. The Wall Street Journal reported in March that Good has met with bankers to discuss a public offering that could value the company at $1 billion.

For the moment, BlackBerry shares will trade based on the market's perception of how the Z10 and Q10, and forthcoming models, sell. But the embedded value of the network is worth keeping an eye on.

In an increasingly complex mobile world, that network is an asset that will likely continue to represent real value.

[madrose1]

NG , the UGAZ after rising relentlessly caved finally on data released of bigger than expected builds over a week ago.

Why am always looking for those double tops (and bottoms) some shorts woke up to a big trade that day.

[madrose1]

Briefing has a free trial going on they mentioned on twitter, get if you want a little edge up & they also have traders making live calls thru the day which is new for them.
http://www.briefing.com/

One guy made a nice call for the bounce on CF off 190 friday, they def benefit from lower NG but note when CF was really soaring to 230 NG prices were down at $2s before and just bouncing .These are the dynamics that help you make good trades..

Can see how they picked up on these aggies & ran them right back up to dubl tops, they were good trades, i picked up CF off the 170 tag but you see how it fell & fell back with the rising NG...its directly related. Hell of a good short too from last ER remember that bounce back to 208 failing,,,

[St John]

Nice summary. Thanks Madrose.

[madrose1]

NatGas , who wins & who loses


COMDX Commodities Trader: Trading opportunities likely arising with the recent downtrend in natural gas pricesWhether natural gas prices are rising of falling, some industries are either benefitting or getting hurt on both ends.

Who benefits when natural gas prices decline? Any company that uses natural gas as an input in making a product benefits when natural gas price decline. Also, any industry that competes with natural gas on a product level, such as in the coal space, loses out when nat gas prices fall.

Some examples include nitrogen fertilizer producers, such as CF Industries (CF), Rentech Nitrogen Partners (RNF) and chemical producers such as EMN, WLK, DOW, LYB, AXLL, DD, CCC, TG, CBT, CMT, ARSD, KOP.

Separately, when natural gas prices fall, the general view is negative for the coal space. Why? Electric utilities use, mainly, natural gas and thermal coal to produce electricity. So when one is rising against the other in price, electric utilities will buy more of the other, or at least try to with what's not hedged. When natural gas prices decline, it makes using thermal coal less attractive, which is negative for coal names BTU, ANR, ACI, CLD, JRCC, WLT, TCK, HW.

Who benefits when natural gas prices rise? Mostly producers that find and sell gas. A quick example is Chesapeake (CHK) and Apache (APA). Other nat gas producers includes (The top 40 U.S. natural gas producers- in order of largest to smallest in terms of production): XOM, CHK, APC, DVN, BP, ECA, COP, SWN, CVX, WMB, EOG, RDS-A, APA, Petrohawk Energy, OXY, QEP, EP, UPL, NFX, EQT, RRC, COG, XCO, NBL, MRO, XEC, PXD, PXP, FST, KWK, SM, EGN, SD, WTI, MDU, MMR, UNT, SGY, HES, ROSE.

Let's keep this small amount of color here as a premise for more color to come. The idea is, natural gas prices have been high and have doubled since a year ago. In recent action, natural gas futures fell back down below the $4.00/MMBtu level and have been in a downtrend since since April 19 when it was $4.44/MMBtu. Now, natural gas is 12% lower since then and is currently $3.91/MMBtu.

When you see this kind of move, you want to look at the related companies that use or sell natural gas since the move in natural gas creates trading opportunities.

[madrose1]

This week's top 20 % gainers

Technology: INVN (12.03 +28.46%), AMAP (13.31 +25.92%), IMMR (13.84 +25.81%), EA (22.48 +23.38%), PCO (2.15 +21.84%), BCOR (18.81 +21.4%)

Services: ABFS (16.62 +70.71%), CTRP (29.38 +34.52%), OWW (8.01 +28.2%), BKS (23.31 +20.72%)

Financial: MBI (15.42 +72.58%), NBG (1.31 +32.61%)
Consumer Goods: GMCR (77.22 +32.59%), TSLA (76.76 +28.26%), MINI (35.57 +24.64%)

Basic Materials: TC (3.76 +31.83%), PSE (31.65 +26.92%), WTI (13.97 +24.11%), MHR (3.39 +21.19%), PQ (4.69 +20.45%)

This week's top 20 % losers

Technology: VCRA (12.7 -34.88%), RKUS (13.34 -27.54%), FIO (15.05 -21.6%), RAX (40.43 -21.26%), ARUN (17.28 -19.29%), YGE (2.44 -13.89%), VCLK (26.48 -13.42%), LNKD (173.78 -12.04%)

Services: LPSN (8.39 -34.99%), RLOC (14.46 -18.15%)

Industrial Goods: PIKE (13.38 -12.8%)

Healthcare: SNTA (7.83 -24.48%), INFI (32.03 -20.05%), CHE (63.9 -17.99%), ISIS (19.02 -17.42%), OFIX (26.44 -15.33%), VOLC (17.09 -15.04%), DNDN (3.98 -14.62%)

Basic Materials: WG (7.22 -18.72%), KWK (2.38 -11.92%)

[madrose1]

May 13 - 17 (


Monday: Pre Market - SSYS, PERI
After Hours - EGL, IOC, TTWO

Tuesday: Pre Market - VAL, PAAS
After Hours - A, XONE

Wednesday: Pre Market - AH, CSC, DE, M
After Hours - ANW, CSCO, JACK, NTES, TMHC

Thursday: Pre Market - CAE, FLO, KSS, WMT
After Hours - AMAT, ADSK, BRCD, JCP, JWN, SINA, VSAT

Friday: Pre Market - DCI, SSI

[madrose1]

Adjusted for Reality, Neither Rackspace nor Equinix Shine
http://online.barrons.com/article/SB50001424052748704852604578298122496488026.html?mod=BOL_twm_col#articleTabs_article%3D1

Feb 13th

RACKSPACE IS AN EXCELLENT company with a real, growing business; it added an amazing 7,900 customers in the quarter. But it makes nowhere near enough money to support its stock valuation. Its entire appeal is conjecture: potential future profit.

At a recent price of $59, Rackspace trades at 58 times the $1.01 per share it is projected to make this year. Most of its cash, moreover, is eaten up by capital investments, such as buying more servers, developing software to run clients' operations, or buying land.

The Street, on a good day, looks past all that, disregarding both reported profit and actual free cash flow. Instead, investors focus on metrics that imply the company can earn a lot more at some point, when it can cool its spending.

Known as "adjusted Ebitda" (earnings before interest, taxes, depreciation, and amortization), adjusted free cash flow, or adjusted funds from operations (FFO), these figures suggest to the Street the imaginary pre-tax profit that Rackspace and Equinix could pay out if they were REITs. Neither currently pays a dividend.

The companies do their best to keep the Street viewing them from the adjusted-number perspective. Rackspace noted last week that in the 12 months ended in December, it would have had adjusted Ebitda of $464 million, or $3.29 per share, after adding back its depreciation and amortization. On that basis, the stock's trailing multiple of 18 times is below its growth rate. That's a 5% earnings yield, which if it were paid out as a dividend, wouldn't be bad.

[madrose1]

Action Alert: a pick up in margin debt could be a sign of a another brewing asset bubble
Action Alert: a pick up in margin debt could be a sign of a another brewing asset bubble, according to the WSJ (subscription), or it could reflect improved investor sentiment. Analysts suspect it's indeed, both, but are more worried by the former given the massive monetary accommodation around the world. According to the Journal, investsors held $379.5 B in margin debt at the end of Q1, just off the record $381.4 B from July 2007. The big question is, what's the Fed's responsibility in this? Ironically, Fed Chairman Bernanke (helicopter Ben) was speaking today on monitoring the financial system and he addressed the question of asset bubbles. He also commented on investor search for higher yields, though he didn't say the Fed could be part and parcel behind such actions. Analysts and others attribute much of this potential bubble with the FOMC's uber-easy money policy that has spread globally since the crisis began five years ago (Bank of American analysts report global central banks have eased 512 times since 2007). :theflyonthewall.com

[madrose1]

$YY nice "W" dub bot off 15s $YOKU was buy there too
http://stocktwits.com/ronin245/message/13291693

[madrose1]

CTSH saved off 62 but will get passed er

[madrose1]

FB lower dub top at 29+ ....Barron's: Facebook Is Still Overvalued http://read.bi/16JcQaW

[madrose1]

IBM nice bounce 50ma 207 lower dub ttop

[madrose1]

AAWW Atlas Air shares could climb 50%, Barron's says
As Atlas Air's P/E multiple moves back to its highest levels, the stock could rise 50% to $60.00 per share, Barron's contends. Reference Link :

[madrose1]

Andy Kessler: When Interest Rates Rise, Watch Out
http://online.wsj.com/article/SB10001424127887324048904578318372831147906.html
The Fed's inevitable Sword of Damocles could be brutal for bonds and stocks. Some of us recall the massacre of 1994.

[madrose1]

What Could Cause Interest Rates to Rise?
http://www.zerohedge.com/news/2013-03-21/guest-post-what-could-cause-interest-rates-rise


The Oracle on Helicopter Ben's QE & rising rates :

Buffett has complete faith in Bernanke's ability to unwind QE but notes that when rates rise "it's likely to be the shot-heard round the world." Both Berkshire and the country as a whole have "benefited significantly from what the Fed has done [but] the unwind [will be] more difficult than [the] buying." In the mean time, Buffett is entertained: "This is like watching a good movie … I don't know how it will end." (NY Times, WSJ)

[madrose1]

Earnings week of May 6 - 10

Monday: Pre Market - SYY, TSN, APO, WLK

After Hours - PAA, APC, EOG, FTR, SMG, PL, FSLR, HOLX, TWTC

Tuesday: Pre Market - DTV, EMR, HFC, FE, NRG, CORE, HSIC, TA, ACM, PTRY, CHTR, OMX, DISCA, TW, PRGO, TAP, CQB, FOSL, HCN

After Hours - MCK, DIS, MDLZ, MRO, WFM, CHRW, URS, DVA, WMB, WPZ, SYMC, ANDE, CA, QUAD, AXLL, KGC, EA, LYV BWC, TRIP

Wednesday: Pre Market - ENB, CTSH, HIII, SUSS, KELYA, MPEL, SKYW, THI, WEN, AOL

After Hours - ETE, NWSA, CTL, SXL, RIG, DK, ALJ, CF, GMCR, CLR, ATVI, AFG, GRPN, MNST, TSLA

Thursday: Pre Market - SNE, BCE, AES, BAM, APA, GLP, DISH, AGU, DF, PCP, VC, CVC, WIN, CTB, SATS, XRAY, CG

After Hours - PCLN, RNDY, NVDA, GXP, MDRX, MCP

Friday: Pre Market - MT, WCRX, BECN, SIRO

After Hours - SLW

[madrose1]

Notable companies reporting before Monday's open, with earnings consensus, include Sysco (SYY), consensus 43c; Tesco (TESO), consensus 25c; E.W. Scripps (SSP), consensus (7c); Apollo Global (APO), consensus $1.24; Bridgepoint Education (BPI), consensus 41c; PetMed Express (PETS), consensus 21c; Material Sciences (MASC), consensus 18c. :

[madrose1]

My Chart settings
http://stockcharts.com/h-sc/ui?s=$SPX&p=D&b=5&g=0&id=p82261100850

[madrose1]

before open :MRK, CMCSA, CVS, MA, TWX, PSX, AGN, AMT, EXC, VIAB, ICE, HUM, CLX

Notable companies reporting before tomorrow's open
Notable companies reporting before tomorrow's market open, with earnings consensus, include Merck (MRK), consensus 79c; Comcast Corporation (CMCSA), consensus 50c; CVS Caremark (CVS), consensus 79c; Mastercard (MA), consensus $6.17; Time Warner (TWX), consensus 74c; Phillips 66 (PSX), consensus $1.89; Allergan (AGN), consensus 96c; American Tower (AMT), consensus 48c; Exelon (EXC), consensus 68c; Viacom (VIAB), consensus 95c; IntercontinentalExchange (ICE), consensus $1.97; Humana (HUM), consensus $1.81; Clorox (CLX), consensus $1.06. :theflyonthewall

[madrose1]

FSLR next monday next MONDAY