Anyone have a watchlist of earnings anticipation stocks for the next 10 weeks?

Draw the lines

Prior support at 9450 will now be Resistance, as will 9500/9550. Whenever prior support turns into resistance it is a sign of a downtrend. So I would Anticipate a retest of 9350 for possible support, which may or may not hold, if selling pressure comes in Tuesday. Most Sept the markets do a Major pullback to retest lower support, in this case possibly 9000 or 8000. So if the last bump wasn't used as an exit or to set Stops on Longs then I would make sure and have them in place on Tuesday. Not a confirmed downtrend yet but if any more selling pressure comes in the markets usually move down faster than they move up, so use Caution with Longs.
Cash is usually King when the markets are undecided.
Good Trading!

OK,OK,,, what's next...up of crash?... we all wanta know??

Sam

Bailed on that release at $18.00. Not a good report IMO. Even taking out litigation costs did not meet what I was looking for. Then if you remove the Easter week that was not normally a part of this Q it is far worse. Rgret was not shorting upon exit.

While traditional thinking might indicate just what you have said and history may have shown this to be the case each year, this market has not acted rationally for some time.
Good to see ya post here. This used to be a good forum for earnings. I had pretty much quit posting here because no one else much did. Still making good money on earnings plays, just not posting.

That having been said....Here is one upcomming that I have interest in and have a small position remaining.
CPY
It has had a good move up and even with Ramius selling up to 15% of volume each day until they finish their planned sell ( about 100K left last time I calculated it) the PPS remains around this mark.
I suspect any strong move will be somewhat tempered by the selling on volume increase that usually comes with earnings. I am somewhat hopeful of a decent upside surprise and perhaps even show a profit. This would be great for this stock.
Below is some info I posted elsewhere not long ago.

Ramius exiting still has about 100K overhead on the stock but can only sell 15% of daily vol

According to Yahoo, lone analyst has projections of $2.38 for this fiscal yr and $3.05 for next

Debt load is high but is getting paid down. Divy is nice and my .16 per share should arrive next week

I am hopeful that this Q will beat estimates of a loss especially with the .23 or so from Easter showing up. In any case, the comps should read very well since comps from last Q2 were a loss of .53

Net deferral of Easter-related sales to the second quarter reduced EPS in the first quarter by $0.23 per diluted share.

...from Q1 released June 11, 2009

"Our strong first-quarter results amid very difficult economic and industry conditions are a testament to the success of our distinctive, high-quality product offerings and aggressive marketing efforts as well as the significant added value of our state-of-the-art digital technology platform," said Renato Cataldo, president and chief executive officer. "We are very encouraged by our results to date as well as our progress on various customer indicators and productivity metrics we track internally. As a result, we expect to see improved gains in earnings and cash flow over the course of the year even as we continue to experience fierce economic headwinds."
Comparable same-store sales, excluding impacts of revenue deferral adjustments, foreign currency translation, loyalty program revenue deferral and store closures, increase 1% versus the prior-year first quarter.

First-quarter PictureMe Portrait Studio® brand (PMPS) comparable store sales, as adjusted, increase 14% year-over-year

First-quarter Sears Portrait Studio brand (SPS) comparable store sales, as adjusted, decrease 11% year-over-year


First-quarter Adjusted EBITDA increases to $11.5 million versus $10.5 million in the prior-year period despite significant deferral of sales and EBITDA to the second quarter as a result of the late Easter.

Net deferral to the second quarter of approximately $3.7 million in sales associated with the timing of Easter in 2009 reduced Adjusted EBITDA in the first quarter by $2.4 million.


First-quarter diluted earnings per share (EPS) increases to $0.34 compared with a loss of ($0.04) a year ago despite large negative impact of Easter-related deferral.

Net deferral of Easter-related sales to the second quarter reduced EPS in the first quarter by $0.23 per diluted share.


Strong results in the first quarter reflect the successful integration and upgrade of the PMPS studios as well as the impact of cost reductions and productivity improvements implemented throughout the organization.


The Company presently expects to pay down a substantial portion of its term debt before the end of the fiscal year. A prepayment of $5 million will be made next week.

Market correction in September?

The first week of Sept is usually the last hurrah for Bullishness as Usually the markets correct through Sept expiration.

May or may not get a rollover?

The morning dip found some support but now the market might see renewed resistance? Would definitely use some caution if Long and set some Stops and lock in some profits. The first week of Sept is Usually where the markets start to turn weak but things might be starting a bit early, maybe. Consolidate into middle of next week would also be a possibility. I think by next Thursday the markets will look for a downside correction though, if not earlier. Will just have to watch and see.
Good Trading!

Hi BB. Good man. I came across the thread by chance and just wanted to say hello to an old friend.

Hi Lee

Wow, just noticed it has been a year since I posted here, yikes. Daughterinlaw and grandkids moved in here with us at the apt and I have not had much time to watch what the markets or any particular stock have been doing. Just throw out my two cents on the MKTSS board now and again. Anyone can post questions though and I will try to answer them.

Good Trading!

Hi Jenna, BB. Just spotted you. Stop by Zeev's Turnips Patch; you're always welcome.

Very nice!
Had a good move from the drop to 14 ahead of the report. Big resistance in the 18 area so might want to take some profits there to limit risk. Most of the after earnings moves lasted 5 days and then retraced down. Might be worth a longer term hold for some shares but nothing wrong with taking the short term gain.
Good Trading!

OZRK earnings out and is a record. Divy increase and no surprises for loan losses.
Bank of the Ozarks, Inc. Announces Record Second Quarter 2008 Earnings
Thursday July 10, 6:00 pm ET


LITTLE ROCK, Ark.--(BUSINESS WIRE)--Bank of the Ozarks, Inc. (NASDAQ: OZRK - News) today announced that net income for the quarter ended June 30, 2008 was a record $8,607,000, an increase of 6.4% compared to net income of $8,086,000 in the second quarter of 2007. Diluted earnings per share were a record $0.51 for the second quarter of 2008 compared to $0.48 for the second quarter of 2007, an increase of 6.3%.

For the six months ended June 30, 2008, net income totaled $16,372,000, a 4.9% increase from net income of $15,607,000 for the first six months of 2007. Diluted earnings per share for the first six months of 2008 were $0.97, compared to $0.93 for the first six months of 2007, an increase of 4.3%.

The Company’s annualized returns on average assets and average stockholders’ equity for the second quarter of 2008 were 1.13% and 16.65%, respectively, compared to 1.27% and 17.82%, respectively, for the second quarter of 2007. Annualized returns on average assets and average stockholders’ equity for the six months ended June 30, 2008 were 1.12% and 15.99%, respectively, compared with 1.23% and 17.47%, respectively, for the six months ended June 30, 2007.

Loans and leases were $2.01 billion at June 30, 2008 compared to $1.76 billion at June 30, 2007, an increase of 14.5%. Deposits were $2.31 billion at June 30, 2008 compared to $2.16 billion at June 30, 2007, an increase of 7.0%. Total assets were $3.06 billion at June 30, 2008, an 18.7% increase from $2.58 billion at June 30, 2007.

Stockholders’ equity was $211 million at June 30, 2008, an increase of 18.4% from $178 million at June 30, 2007, but a slight decrease from $213 million at March 31, 2008. Book value per share was $12.53 at June 30, 2008, an increase of 18.0% from $10.62 at June 30, 2007, but a slight decrease from $12.66 at March 31, 2008. Changes in stockholders’ equity and book value per share reflect earnings, dividends paid, stock option transactions and changes in unrealized gains and losses on investment securities available for sale.

The Company’s ratio of common equity to assets was 6.89% as of June 30, 2008 compared to 6.90% as of June 30, 2007. Its ratio of tangible common equity to tangible assets was 6.71% as of June 30, 2008 compared to 6.68% as of June 30, 2007.

In commenting on these results, George Gleason, Chairman and Chief Executive Officer, stated, “We are very pleased to report records in both net income and earnings per share for the quarter just completed. This was accomplished by achieving strong revenue growth while maintaining favorable asset quality results.”

NET INTEREST INCOME

Net interest income for the second quarter of 2008 increased 22.4% to $23,603,000 compared to $19,291,000 for the second quarter of 2007. Net interest margin, on a fully taxable equivalent (“FTE”) basis, improved to 3.77% in the second quarter of 2008, an increase of 31 basis points from 3.46% in the second quarter of 2007 and an increase of eight basis points from 3.69% in the first quarter of 2008.

Net interest income for the six months ended June 30, 2008 increased 20.8% to $45,353,000 compared to $37,540,000 for the six months ended June 30, 2007. The Company’s net interest margin (FTE) for the first half of 2008 was 3.73%, an increase of 32 basis points from 3.41% in the first half of 2007.

Mr. Gleason stated, “Good growth in average earning assets, combined with continued improvement in our net interest margin, allowed us to achieve our sixth consecutive quarter of record net interest income in the quarter just ended. Early in the year, we stated that one of our goals for 2008 was to achieve record net interest income in each quarter, and this will continue to be an important goal.”

NON-INTEREST INCOME

Non-interest income for the second quarter of 2008 decreased 1.2% to $5,557,000 compared to $5,623,000 for the comparable quarter of 2007. Non-interest income for the six months ended June 30, 2008 was $10,682,000 compared to $11,582,000 for the six months ended June 30, 2007, a 7.8% decrease.

Service charges on deposit accounts, the Company’s largest source of non-interest income, were $2,967,000 in the second quarter of 2008, a decrease of 4.5% compared to $3,107,000 in the second quarter of 2007. Service charges on deposit accounts decreased 1.8% to $5,837,000 for the first half of 2008 compared with $5,942,000 for the first half of 2007.

Mortgage lending income was $636,000 in the second quarter of 2008, a decrease of 22.2% compared to $817,000 in the second quarter of 2008. Mortgage lending income was $1,309,000 in the first half of 2008, a 15.4% decrease from $1,548,000 in the first half of 2007.

Trust income was $629,000 in the second quarter of 2008, an increase of 18.5% compared to $531,000 in the second quarter of 2007. Trust income was $1,233,000 in the first half of 2008, a 23.8% increase from $996,000 in the first half of 2007.

Net gains from sales of investment securities and other assets were $206,000 in the second quarter of 2008 compared to a $47,000 net loss in the second quarter of 2007. Such gains were $134,000 for the first half of 2008 compared to $325,000 for the first half of 2007.

NON-INTEREST EXPENSE

Non-interest expense for the second quarter of 2008 was $13,442,000 compared to $11,876,000 for the second quarter of 2007, an increase of 13.2%. The Company’s efficiency ratio for the quarter ended June 30, 2008 improved to 42.1% compared to 46.1% for the second quarter of 2007.

Non-interest expense for the first six months of 2008 was $26,322,000 compared with $24,014,000 for the first six months of 2007, an increase of 9.6%. The Company’s efficiency ratio for the first six months of 2008 improved to 43.5% compared to 47.3% for the first six months of 2007.

Mr. Gleason stated, “We have a tradition of operating with excellent efficiency and a goal of continuing to improve our efficiency ratio over time. The 42.1% efficiency ratio achieved in the quarter just ended is our best quarterly efficiency ratio since becoming a public company in 1997.”

ASSET QUALITY, CHARGE-OFFS AND ALLOWANCE

Nonperforming loans and leases as a percent of total loans and leases increased to 0.74% as of June 30, 2008 compared to 0.23% as of June 30, 2007 and 0.68% as of March 31, 2008. Nonperforming assets as a percent of total assets increased to 0.59% as of June 30, 2008 compared to 0.26% as of June 30, 2007 and 0.58% as of March 31, 2008. The Company’s ratio of loans and leases past due 30 days or more, including past due non-accrual loans and leases, to total loans and leases was 0.92% as of June 30, 2008, an increase from 0.53% as of June 30, 2007, but a decrease from 1.30% as of March 31, 2008.

The Company’s annualized net charge-off ratio for the second quarter of 2008 was 0.33%, an increase from 0.14% for the second quarter of 2007, but a decrease from 0.38% for the first quarter of 2008. The Company’s annualized net charge-off ratio was 0.35% for the first six months of 2008 compared to 0.15% for the first six months of 2007 and 0.24% for the full year of 2007.

The Company’s allowance for loan and lease losses increased to $23.4 million at June 30, 2008, or 1.16% of total loans and leases, compared to $18.7 million, or 1.07% of total loans and leases, at June 30, 2007 and $21.1 million, or 1.06% of total loans and leases, at March 31, 2008.

During the first two quarters of 2008, the Company increased its allowance for loan and lease losses due to changes in economic conditions and continued growth of its loan and lease portfolio. In the quarter just ended, the Company’s provision to the allowance for loan and lease losses was $4.0 million and net charge-offs were $1.6 million, compared to a provision of $1.3 million and net charge-offs of $0.6 million in the second quarter of 2007. In the first six months of 2008, the Company’s provision to the allowance for loan and lease losses was $7.3 million and net charge-offs were $3.4 million, compared to a provision of $2.4 million and net charge-offs of $1.3 million in the first six months of 2007.

Mr. Gleason commented, “During the first half of 2008, our asset quality metrics have been impacted by slower economic and housing market conditions which adversely affected some borrowers. However, we believe our loan and lease portfolio has performed relatively well. This is a result of our strong commitment to sound underwriting standards, thorough documentation, effective servicing and diligent collection efforts. We believe that our strong credit culture will continue to serve us well.”

CONFERENCE CALL

Management will conduct a conference call to review announcements made in this press release at 10:00 a.m. CDT (11:00 a.m. EDT) on Friday, July 11, 2008. The call will be available live or in recorded version on the Company’s website www.bankozarks.com under “Investor Relations” or interested parties calling from locations within the United States and Canada may call 1-800-990-4845 up to ten minutes prior to the beginning of the conference and ask for the Bank of the Ozarks conference call. A recorded playback of the entire call will be available on the Company’s website or by telephone by calling 1-800-642-1687 in the United States and Canada or 706-645-9291 internationally. The passcode for this telephone playback is 54386315. The telephone playback will be available through July 31, 2008, and the website recording of the call will be available for 12 months.

OZRK looks Interesting
Insiders were cashing in their shares Apr/May around $25 a share so most probably saw this downturn. Now that the price is considerably lower it is worth looking at. Most of the price movement around Earnings was After the report, and then only around $2-4 of movement. Not sure what created the big volume price swing on 6/20/08 but the fact it did not hold support looks bearish. Perhaps safest to just watch it right up to the day it reports to see if it gets a relief rally With the report. Monthly lows in 8/07, 11/07, 3/08 and this May were all right before the reports. Even then the relief rallies of 3-4 pts sold off to retest support. The primary trading range is 2-4 pts so not much room for a play unless a good report sees some short covering? Did not look to check the short interest on it but that would definitely be something to consider. If you can put up a chart showing the Earnings then you will see the movement I am talking about. I can't print the Java chart I am using to show the dates and numbers.
Good Trading!



Good Luck to All! :^)

PLAN the TRADE and TRADE the PLAN!

OZRK: expects to report second quarter earnings at the end of business Thursday, July 10, 2008.
Hopefully this one moves up next week into earnings.

Rural Banks to Benefit From Agricultural Boom
by: Timothy Siegel posted on: July 01, 2008
Between the subprime meltdown, potential losses from banks getting stuck on the LBO bridge and losses from loans to builders, investors are beginning to wonder if there is any part of the financial services sector worth serious consideration. Perhaps the place to look is down on the farm, where rural banks are bound to benefit from good times for farmers. They may not be in hog heaven just yet, but rural banks at least have some upside, to reward investors for risking the downside. And of course there is a downside, because even in rural areas a lot of loans have been made to home builders and home owners, some of whom will run into trouble.

But for the investor who has watched the potash miners and the agricultural chemical and equipment suppliers soar to ever new heights, and who is wondering if there are any stocks related to agriculture that are not so expensive that one must think once, twice, three times before purchasing, rural banks represent an inviting opportunity. They are a reasonably priced way to get in on the price of corn, which is as high as an elephant’s eye, right now.

One of my favorites is Bank of the Ozarks (OZRK), which is headquartered in Little Rock, Arkansas. Now, I know that Little Rock is not immune to the suburban problems of falling home prices that have beset banks across the country. But I have it on the authority of the Bank of the Ozarks' website, that they do make agricultural loans, too. They have offices all around the state of Arkansas, and a few in north‑east Texas and North Carolina. After getting pummeled in the recent pummeling of regional banks they made a statement on Friday, June 20th that they expected to hit their previously announced financial targets, amid mild write downs, and continued to be well capitalized. Their stock went up again, from 15.79 to 17.88. But now it’s down to 14.86, with a trailing P/E of 7.83. Does somebody know something bad, like they did for Bear Stearns (BSC)?

I feel it is a risk worth taking, because of the strength of the farm economy both minimizes risk and, together with the exceptionally low price, creates the possibility of real reward. More money for farmers means more to save at the local bank. And people with more money have more confidence to use the credit cards issued by the local bank. Banks, as much as any business, rely on the health of their local area economy. And Arkansas will be a major beneficiary of high crop prices. Plus, if Arkansas has suffered from flooding, it certainly has not been damaged to the extent that Iowa and Wisconsin have been.

Another stock I like is Simmons First National Corporation (SFNC). This banking corporation is headquartered in Pine Bluff, Arkansas. Now I can guarantee you that this is not a company that is paying too much for office rent. Simmons has not been driven down to the extent that Bank of the Ozarks has, but it has fallen a little and represents a good value, with a trailing P/E of 13.41. And Simmons is even more rural then Bank of the Ozarks.

So shuck that suit and tie for a pair of overalls. And shuck the complexity and opacity of big city banks, for the simplicity and semi transparency of their country cousins, the rural banks.

Disclosure: I do own some OZRK in my own portfolio and have both OZRK and SFNC in my mFolio portfolio, which has been receiving investments.

Current Price 15.95 after popping to over $19 when they reiterated thier guidance
============
Bank of the Ozarks, Inc. Reaffirms Guidance and Provides Additional Information
Thursday June 19, 6:00 pm ET


LITTLE ROCK, Ark.--(BUSINESS WIRE)--Bank of the Ozarks, Inc. (NASDAQ: OZRK - News) is providing the following information for the benefit of stockholders in response to the heightened activity in its common stock on the NASDAQ Global Select Market in recent days. While it is the Company’s normal policy to not comment on unusual trading activity or changes in the Company’s quoted stock price or to provide updated guidance between quarterly conference calls, the Company has recently received numerous inquiries requesting updated guidance in light of recent developments in the financial sector.

Since issuance of the Company’s news release on April 10, 2008 announcing the Company’s first quarter 2008 earnings and the Company’s conference call on April 11, 2008 in which its first quarter results were discussed and future guidance given, the Company has not disclosed any material new information or altered such guidance.

Stockholders and other interested parties are encouraged to listen to the recorded playback of the April 11, 2008 conference call which is available on the Company’s website www.bankozarks.com. While actual results for some categories of income and expense may vary somewhat from the guidance provided, the Company believes that, in the aggregate, the guidance provided in such conference call is still appropriate in material respects.

In response to specific inquiries from stockholders, the Company is reiterating previously issued guidance and providing additional information as follows:


The Company has stated that one of its goals for 2008 is to achieve record net interest income in each quarter, as it did in the first quarter of 2008, and the Company continues to believe this is a reasonable goal. The Company expects to accomplish this goal by growing loans and leases from the low teens to the high teens in percentage terms in 2008 and maintaining or improving net interest margin from the level achieved in the fourth quarter of 2007.
While the Company continues to expect that its ratios of nonperforming loans and leases, nonperforming assets and past-due loans and leases will increase during 2008 due to current and expected economic conditions, the Company continues to believe that (i) its primary markets in Arkansas, Texas and North Carolina have been and will be less significantly impacted by economic weakness than some other markets, (ii) its ratios for nonperforming loans and leases, nonperforming assets and past due loans and leases will continue to compare favorably to such ratios for the industry as a whole and (iii) the Company’s expected net charge-off ratio for the full year of 2008 will be in a mid-20’s and low-30’s basis point range.
The Company continues to believe that it is on track to achieve its paramount goal for 2008, which is to once again return to a record quarterly earnings pace at some time during the year.
In addition to the guidance above, the Company expects to continue its regulatory status as “well capitalized” and has no present plans to raise additional equity capital.

======

Bank of the Ozarks, Inc. Increases Quarterly Dividend
Tuesday July 1, 6:19 pm ET


LITTLE ROCK, Ark.--(BUSINESS WIRE)--Bank of the Ozarks, Inc. (NASDAQ: OZRK - News) announced its Board of Directors has approved a quarterly cash dividend and increased the dividend to $0.13 per common share. This dividend is payable August 1, 2008 to shareholders of record as of July 25, 2008.

good to see someone post here again bbgold.

Did BBY have an Early report this month?
It seems only two months ago it had it's earnings out 4/30 and on the calendar I see again on 6/17?
Really disappointed in myself as this was a classic example of a stock to have a sell on it's report. I was discussing a potential trade scenario with someone after the first week of the month anticipating the earnings would be out in July. I didn't plan to look at it again until this week.
My mistake, ugh.
Tops in July, Oct, Dec, Apr and June were all runnups ahead of earnings reports, which sold on the report. This is an example of repeating patterns you want to watch for in reviewing potential earning plays.

If anyone has stocks they are interesting in targeting a trading plan for earnings then feel free to post or pm me.
Good Trading Everyone!

ATB.to, DD below, Atrium Innovations to Hold 2007 Third Quarter Financial Results Conference Call and Webcast on November 8
Wednesday October 24, 9:30 am ET

QUEBEC, Oct. 24 /CNW Telbec/ - Atrium Innovations Inc. (TSX: ATB - News) will hold its quarterly conference call and webcast at 10 a.m. Eastern time on November 8, 2007. The call will follow the press release of Atrium's 2007 third quarter results issued earlier the previous day. Participants may access the call by using the following numbers: 416-644-3418, 514-807-8791 or 800-591-7539 or via the Company's website at www.atrium-innov.com in the "Investors" section.
====and======
ATB.to: worthy of further DD and a buy..Prior to this acquisition listed below, the share price of Atrium was 21.40 Canadian. It subsequently moved to 29.50 in six days. I has now pulled back well beyond where it should have and is a very atttractive buy at this level IMO. This is a global company. As the USD declines against most foreign currencies, we can do well since this trades on the Toronto Exchange. Your broker can place the order if you cannot do it online.
Current share price: $22.27 Canadian.
Target share price : $30 - 32 < 6 months
Initial target could be reached much sooner as this Q earnings should show the impact of the profit and revenue contributions from Mucos.

Financial Reports
http://www.atrium-innov.com/en/investisseurs/rapports.php

Acquisition PR
Atrium Acquires Mucos, a Market Leader of OTC and Dietary Supplements Products in Germany

All amounts are in U.S. dollars

Quebec City, Canada, July 12, 2007 – Atrium Innovations Inc. (TSX: ATB) today announced the acquisition, effective today, of German-based Mucos Emulsions GmbH. (“Mucos”). Mucos, whose main brand is WobenzymTM, has been marketing enzyme based products for over 50 years and had 2006 annual revenues of approximately €62 million (US$85 million). By acquiring Mucos, Atrium establishes its’ Health & Nutrition Division in Europe with a leading brand and gains a privileged access to the German market, the largest European market for dietary supplements. The transaction is immediately accretive, enabling Atrium to increase its normalized earnings before interest, income taxes, depreciation and amortization (EBITDA) by approximately US$27 million to about US$79 million on a pro forma basis and therefore also increasing fully diluted earnings per share by 45%. Following the transaction, Atrium’s pro forma revenues will exceed US$420 million.

“This strategic acquisition allows Atrium to establish a significant presence in Europe with a long established and leading brand in the fast growing health and nutrition market. This is the first step taken by the Health & Nutrition Division to achieve market leadership in Europe. It should
be followed by further acquisitions and strong organic growth as we did in the United States and Canada. Moreover, this acquisition marks a major step in our Company’s growth strategy aimed at positioning each of our two divisions as worldwide leaders,” stated Pierre Fitzgibbon, Atrium's President and Chief Executive Officer.

Under the agreement, Atrium will acquire Mucos for the total amount of €127.5 million
(US$175 million), representing approximately 6.5 times the normalized EBITDA generated by Mucos. The total amount will be paid in cash and will come from cash on hand and a newly negotiated credit facility of US$350 million that can be increased to US$425 million under certain conditions.

“As with all our previous acquisitions, the acquisition of Mucos generates immediate and significant added-value for our shareholders. As of March 31, 2007, on a pro forma basis, not only would revenues have increased from US$336 million to US$421 million, but EBITDA would also have grown by more than 50% to US$79 million. Also, fully diluted earnings per share would have increased by 45% to US$1.23 on a pro forma basis. Taking into account the profitability of operations, pro forma cash flows would have increased to US$41 million per annum from the current US$32 million,” underlined John Dempsey, Vice-President, Finance and Chief Financial Officer at Atrium.

A Strategic Acquisition
Mucos was established in Munich, Germany in 1949 and specializes in enzyme based products. Mucos’s lead product, WobenzymTM, is Germany's most popular natural anti-inflammatory product. The efficacy of WobenzymTM is proven by numerous clinical studies. Mucos’ products are mainly sold in Germany and Eastern Europe, but are also sold in Asia, Latin America and North America. The company has approximately 60 employees of which 42 are dedicated to sales and marketing. In 2006, Mucos had revenues and normalized EBITDA of approximately €62 million (US$85 million) and €20 million (US$27 million), respectively.

“Recognized across the industry for the quality and efficacy of its products, Mucos is experiencing growth and has excellent profit margins. The addition of the Mucos brand to Atrium’s US-based brands, Douglas Laboratories and Pure Encapsulations, provides Atrium with remarkable growth opportunities considering the complementarities of the international commercial networks. Mucos relies on a strong and growing sales force to cover Germany and uses distributors for other countries. We intend to optimize the market penetration of different territories based on the strengths of our existing operations,” stated Richard Bordeleau, President of Atrium’s Healthcare & Nutrition Division.

“In addition, Atrium will be able to benefit from the expertise and support of Mucos’ current management who will stay on to ensure the successful integration of the subsidiary and maintain its growth. Their vast operational and marketing expertise, as well as their excellent knowledge of the European market will be a valuable asset to the Company,” added Richard Bordeleau.

Conference Call on the Acquisition
Atrium will hold a conference call and webcast that will include a slide presentation to discuss the Mucos acquisition today at 2:00 p.m. Eastern time. Participants may access the call by using the following numbers: 416-644-3419, 514-807-8791 or 1-800-594-3615. The live webcast including the slide presentation is also available via the Company’s website at www.atrium innov.com in the "Investors" section. A replay of the webcast will also be available on our website for a period of 30 days.
========

About Atrium
Atrium Innovations Inc. is a recognized leading developer, manufacturer and marketer of science-based products for the cosmetics, pharmaceutical, chemical and nutrition industries. The Company focuses primarily on growing segments of the health and personal care markets which are benefiting from the trends towards healthy living and the ageing of the population. Atrium markets a broad portfolio of active ingredients, specialty chemicals and health and nutrition finished products through its highly specialized sales and marketing network in more than 50 countries, primarily in North America, Europe and Asia. Atrium has over 600 employees and operates four manufacturing facilities. Additional information about Atrium is available on its Web site at www.atrium-innov.com.
=============

Growth Strategy
Acquisition and In-Licensing of Products
Atrium Innovations' business and product development team focuses primarily on acquiring and in-licensing products. We work closely with our customers' research and development teams to identify specific market opportunities. Supported by an international network of consultants, our development team seeks technologies which complement our existing portfolio, answer unmet customer needs and help us establish relationships with new customers in new territories. Our knowledge of industry needs and regulatory requirements enables us to focus only on those scientific protocols needed to obtain regulatory approval and market acceptance. This allows us to reduce development costs and generally introduce acquired or in-licensed products in less than a year.

Internal Product Development
Atrium Innovations' internal product development team concentrates on product adaptations and improvements. Our team works on finding new applications or new formulations with existing active ingredients. Our development team is always studying new extraction procedures to isolate or enrich biologically active fractions.

Collaboration with Research-Based Organizations
Our long-term product pipeline strategy is to partner with research and development organizations. In addition to in-licensing, we expect those partnerships to provide us with a solid pipeline of innovative products in the long term. Atrium Innovations recently invested in Océanova, an independent research organization dedicated to screening marine biomass, primarily from the St-Lawrence River.

Company Acquisitions
Atrium Innovations' business development plan also includes a program for company acquisitions. The key features of the acquisition program are as follows:

acquisition of nutritional supplement products or companies;
acquisition of companies specializing in the manufacturing of active ingredients and specialty products;
acquisition of cosmetic active ingredient lines or companies.
============
Atrium Innovations Inc develops and produces innovative active ingredients for the cosmetics market.
Atrium's mission is to be a strategic supplier to leading brand owners and manufacturers, and, as such, Atrium has developed a differentiated business model focused on providing unique and comprehensive solutions. Atrium 's broad offering of active ingredients and speciality chemicals is complemented by a wide range of scientific, technical and regulatory support services.
These complementary products and value-added solutions which have enable Atrium to develop a unique level of intimacy with customers.
All the ingredients marketed are supported by rigorous scientific research and documentation: we do not compromise on quality. Some of our biotechnology products are derived from a molecular separation platform and manufactured in the company's laboratories in compliance with the highest standards. Other products were obtained by means of acquisitions or technology licensing from research centres and recognized biotechnology companies.

Our active cosmetic ingredients are designed to maintain the body's natural reactions, strengthen its defences against environmental aggression, delay the appearance of the signs of aging, and address other contemporary cosmetic challenges. Our ultimate goal is to offer consumers visible benefits that last.

Family of products
• Biotechnology: Atrium's biotechnological processes make it possible to create outsanding and biologically active polysaccharides. Abyssine®, Aldavine™ and Drieline®

• Marine: Unique and complete range of marine-derived cosmetic ingredients from algae extracts to marine mucopolysaccharides. MDI Complex®, MRT2, Lanablue®, Tensea-Lift™, Hydriame®, Hydroxan®, Homeosta-SEA: Homeo-Shield™, Homeo-Age™, Homeoxy™, Homeo-Soothe™

• Plant Extracts: Exclusive cosmetic ingredients derived from plants that are native from northern Canadian prairies, the African savanna and the Asian landscape. Canadian Willowherb™, Tyrostat™, Lanachrys®, Lanatellis®, Lanacityn®, LNST®, Hydralphatine Asia®, Hydralphatine 3P®

• Synthetic: Highly purified biomimetic peptides and enzymes, which act as natural effectors in the skin physiology. EUK-134®, Melitane®, Thymulen-4®, Melanostatine-5®, Kollaren® and ECM-Protect®

A number of products are also available in a preservative-free version specially designed with natural anti-oxidants and anti-microbial system to minimize the presence of preservative in final cosmetic formulas.

Atrium can rely on its subsidiaries Unipex and Multichem to provide support services related to the development, importation and distribution of speciality chemicals and active ingredients.
- Unipex holds the exclusive distribution rights to one of the broadest high value active ingredients and fine chemicals portfolio in France, with approximately 1 300 products primarily focused on the personal care, cosmetic and life sciences sector.
- Multichem is a leading Canadian chemicals distributor with a portfolio of approximately 800 exclusive products serving more than 900customers in Canada and Northeastern US.

Atrium has a network of distributors and professional agents in more than 50 countries around the world.
====and=====
Sprott Asset Management picks ATB.to last night on Market Call Tonight

http://www.bnn.ca/articles/rob.tv/52/market_call_tonight.html

Episode
Oct. 9

Guest Focus
Jean-Francois Tardif, sr. portfolio manager, Sprott Asset

Top Picks
Management Alternative investing Northstar Healthcare (NHC)
Atrium Innovations (ATB)
Pure Energy Services (PSV)

Because I have not posted here in some time...QLTY: short 10.15 into earnings. A little earlier than I like and may short more if it moves up into the close but it just did not seem to have strength here. Moved from below $7 to over $10 in 2 months. Also has this statement from last earnings "Demand has shown signs of recovery in the past few weeks, but ran at levels below our expectations for the first six weeks of 2007. We are focused on a number of initiatives to drive additional demand, improve productivity, reduce costs and continue to pay down debt."

Also going to ride AOB through the earnings. Little downside risk I hope and lots of upside potential.

Added to JST position on earnings dump this morning 19.21. May dump them for quick profit as I had enough for core long position.

Best wishes to you too

HAPPY HOLIDAYS EVERYONE!

May the coming years be the Best they can!

hey bb, that would be my intent exactly. Nothing new on this one that makes me change my long term opinion of them.

Hi jjkool

That breakdown at 5 looks critical. Would expect it to now be resistance but this stock might have another spike in it. Looks like a very long slide.
Might want to reshort it on the next bump up?
Good Trading!

re:JRJC short 5.33>found 4.61, covered 4.80

JRJC: short time again 5.33. If it moves up Monday and Tuesday before earnings, will short more.

WPCS:Earnings should be soon. I would hope and reasonably expect to see earnings growth of 88%+. They have already given .72 for YTD.

Last year for the 1Q = $315,000, or 8 cents a share, on sales of $12.2 million. A year ago the company posted earnings of $76,000, or 4 cents a share, on sales of $7.3 million
Current price 8.70

KKS? bad symbol. and why do you think this?
Thanks

KKS earnings.

52 week high. I think they disappoint.

ERES short 8.40>covered 1/2 7.50. Will see if there is more drop next week.

CADA: Earnings Tuesday morn. I think it is a good long to be in before earnings. I will stay long through earnings. LT hold for me. Previous DD has been posted by me on this stock. Nothing has changed since last info. Quality company, huge EPS growth. Dividend payer, high insider ownership.

SILC out all 4.92 from 4.00

ROS taking daily stumble. Much more to fall IMO

SILC, found 4.75 later in the day.

ERES:Short 8.40, earnings after close. Warned. This statement below tells me to short it as they will guide lower for the year. I like the company's future but playing the anticipated swing. It fell to 6.83 on the announcement from 8.55.

'Due to the relatively fixed nature of the operating expenses, the percentage impact on earnings per share will be greater than on revenue. Due to these results, the new management is currently reassessing prior full year 2006 guidance and plans to provide an update in connection with the second quarter conference call.'

SILC, took a bunch at 4.00 on over reaction. I suspect too many had higher hopes for earnings. Nice quarter IMO and a big hit to earnings was increase in R&D. Some increase in G&A and an increase in outstanding shares yr over.
Silicom Reports Record Revenues for 2nd Quarter & 1st Half 2006; Q2 Revenues Rise for 10th Straight Quarter to Record $3.6M; Momentum Continues to Build With New Design Wins and Penetration into Strategic New Markets
Business Wire - August 03, 2006 9:43 AM ET

Silicom Ltd. (NASDAQ and TASE: SILC) today reported financial results for the second quarter and six months ended June 30, 2006.

Revenues for the second quarter of 2006 were $3.6 million, an increase of 38% compared with $2.6 million in the second quarter of 2005, the Company's highest on record. This is the Company's tenth consecutive quarter of increasing revenues, and growth of 11% compared sequentially to the first quarter of 2006. Net income for the quarter was $319,000, or $0.06 per share (basic and diluted) compared with $315,000, or $0.07 per share (basic and diluted), for the second quarter of 2005.

Revenues for the first half of 2006 increased by 41% to a record $6.9 million compared with $4.9 million for the first six months of 2005. Net income for the period increased by 86% to $867,000, or $0.16 per diluted share ($0.17 per basic share), compared with $465,000, or $0.11 per share (basic and diluted) for the first half of 2005.

Commenting on the results, Shaike Orbach, President and CEO, said, "Our business momentum continues to accelerate, as demonstrated by our success in achieving another quarter of record revenues and important new Design Wins while continuing to expand our product lines and increase our market penetration. During the quarter, we achieved two prestigious new Design Wins, one from a $10 billion North American networking/communications company, and another from a top-tier Japanese server manufacturer, our first-ever Design Win in Japan. These successes position us even more firmly as a major industry player.

"Our focus going forward is to build our revenues to the next level, primarily by diversifying our sales mix, increasing our market reach and extending our product portfolio. During the quarter, we began to enjoy increased demand for our 'lower-end' offerings in addition to the 'higher-end' solutions that originally attracted many of our current customers. We view this as a testament to the high regard with which existing and potential customers view our technology, quality and service capabilities and a significant incremental opportunity.

"Our close customer relationships are also paying off via the insight that they give us into unmet market needs. During the second quarter we launched a significant R&D effort to develop a new line of specialized encryption products that will expand the range of solutions we can offer existing and potential security/networking appliance customers. We also made important one-time R&D investments to extend our ROHS (Reduction Of Hazardous Substances) compliant product lines and to secure additional regulatory approvals. In parallel, we are working to penetrate important emerging markets, including China, and to capitalize on the opportunities that our prestigious new Design Wins are opening up for us in Japan and other regions."

Mr. Orbach concluded, "Taken as a whole, we are following a strategy that we believe will build the Company to the next level, and pleased with our progress to date. With clear technological leadership, a top-tier customer base and a growing portfolio of superb products that addresses the needs of significant untapped markets, we believe we are well positioned and continue working to achieve our full potential."

GGXY:green fees cheap 12.74 IMO, anyone want to hit the links?
(edit)dern...wrong board.

ROS worthy of short here. 30.00
MOSCOW, Aug 1 (Reuters) - The liberalisation of Russia's telecoms market has halved the net profit of former long-distance monopoly Rostelekom (RTKM.RTS: Quote, Profile, Research), the firm said on Tuesday, an even bigger hit than analysts expected.

Rostelekom said first-half net profit, calculated to Russian accounting standards, fell 53 percent to 2.7 billion roubles ($100.7 million) compared with the same period a year ago. Some analysts said expectations had been for net profit to be over $130 million.

Rostelekom this year lost its monopoly on long-distance and international phone calls from Russia, and although it does not yet have any active rivals, several companies have received long-distance licences since the start of 2006.

In addition to adding the risk of competition, the reforms have also spurred a massive rise in expenditure, with changes in the system of payments to other operators driving costs up by 90 percent to 24.79 billion roubles.

Under the reforms, Rostelekom also has to compensate regional telecoms providers, which have reported healthy results by comparison, for low long-distance and international tariffs, which are set by the government.

Although Rostelekom's revenue rose 47.2 percent to 28.7 billion roubles, earnings before interest, taxation, depreciation and amortisation fell to 5.5 billion roubles from 7.7 billion. EBITDA margin, a key figure showing a company's efficiency, dropped to 19.1 percent from 39.7 percent.

Despite the poor performance, Rostelekom's shares (RTKM.MM: Quote, Profile, Research) were 2.9 percent up at 137.32 roubles by 1233 GMT. "When such figures are announced, it is clear that the share price movement is not at all related to the fundamentals of the business," said UBS analyst Vladimir Postolovsky.

He also said that he was worried by a 1 percent fall in long-distance traffic in the second quarter compared with the second quarter of 2005.

"This is either the onset of competition or mobile cannibalisation," he said, referring to competition from the huge numbers of mobile phones in use in Russia.

MDM bank analyst Yelena Bazhenova said a 20 percent fall in the share price of Golden Telecom (GLDN.O: Quote, Profile, Research), in which Rostelekom owns 11 percent, also affected Rostelekom's net profit.

"But even if you take all these reasons into consideration, net profit is still too low," Bazhenova said.

Rostelekom this year increased capex 70 percent to $350 million.

"The company is efficient enough, it should not have so much spending," Bazhenova said. "It is not clear at all where they spend it and costs do not fit any model. The company would not explain anything."

Bank of Moscow said it expected Rostelekom's results would worsen as real competition on the long-distance market starts from next year. It said in a research note it expected Rostelekom to lose up to 40 percent of its market share.

PXG, here is you a straddle DC.
reports after close. If issue of pending $7M note that is due shortly is adequately addressed, I think this one move up nicely. If it is not addressed adequately, then it tanks. I do not think they have the cash to cover it and it was already in default but got extended until the end of the month

re:XWG, bailed early small loss, will look to buy back if it tanks significantly further. I have traded this one for profit and now for a loss. I thought earnings were decent but a bit light on revs. Explanation for revs was delayed orders and processing by two recent customers. Upward revision of rev guidance did nothing for this stock.

XWG: $6.15 and reports next week. No earnings run yet. I think this one should do well. It has been oversold and never fully recovered on loss of major customer back in November. Gap has not been filled from that fall and there have been some significant ditribution agreements signed since then. Compare to FORD.
From a yahoo post several weeks ago so take it FWIW but.....

Earnings, Sanyo and other good notes!
by: astar23 04/19/06 05:43 pm
Msg: 7404 of 7415

I just spoke with Dan Kenderdine at XWG.

Earnings are tentatively to be released May 2nd. There will be a press release about a week before the release when the date is solid.

I spoke with him about the Sanyo contract. He confirmed that all of the Sanyo accessories sold by Target will be supplied by XWG under their latest contract with Sanyo.

If you go to Target you will be extremely impressed by the size and scope of the display of Sanyo products. An entire aisle with accessories for the various brands is on display, and the accessories Target offers are almost exclusively Sanyo. In my opinion this contract is going to be huge.

The contract just kicked in last month, so don't expect to see it show up on the bottom line yet. All of the manufacturing and packaging is occurring in China, as opposed to shipping to the U.S. for packaging, so the cost to XWG is very favorable.

Dan also said that the four new retailers signed up last October with over 400 stores among them have recently opened up another 35 stores and that sales were going well with these retailers.

Because of the quiet period Dan cannot comment on the 1st quarter results, but he did tell another person last Friday that he feels the stock is undervalued.

Finally, I want to make a comment about the impact to the bottom line of projected sales increases this year.

There has been some disappointment expressed about the fact that Rade projected a 25% increase in sales this year. Some have speculated that this would result in relatively flat earnings after the impact of taxes which did not impact all of last year's earnings.

The fact is, the increased sales come with a very small increase in operating expenses. Note, for instance, that last year sales increased 44% over the previous year, while net income increased 102% in spite of being taxed in part for the first time. That's because selling general and administrative expenses only increased by 5.6% in order to realize those gains in sales.

Rade has stated he expects selling expenses to increase by no more than 5% this year. If we project a 25% increase in sales, this means an 83% in net profit increase before taxes, assuming margins stay at around 38%. It results in about a 65% increase in income after taxes (@73 cents per share), which is amazing since last year was only partially taxed.

A company increasing earnings at 65% should be selling at at least 25x trailing earnings (arguably a lot more). This thing could be worth $20 or more next year.

While it is possible margins will erode, Rade seems to think not because of the incentives to sales personnel to sell higher margin items. I also personally believe Rade is conservative in his 25% increase outlook because of what happened last year with the lost customer. Sales last year were up 44% over the previous year, after all, even with the loss of the customer, and there were not nearly as many significant contracts signed.

The downside risk at this point is almost nonexistent, while the upside is huge, with a possible 3 or 4-bagger in store over the next year or so. I think this next couple of weeks will be the last chance to get in under 7. If not, I will continue to buy unless the fundamentals change in a significant way.

thanks, out all yesterday on GB 24.54 i think it was. It lost the momentum and I was gone. PFWD, I think it is overbought. I will look for a fallback to get back in. BRKS, smilin this morning about it. I will play it by ear.

PFWD nice move
Not sure where it is going, would lock in some. GB prior resistance at 25, really need to see it recover support there. Would lock some in, if not already, and place a stop near it's last gap up open 23

BRKS nice move
14.80-15-16 will be the major resistances to watch. Nice if it can recover 15 as support

BRKS, hope and expecting this one to climb over next few days. Pretty good earnings just out and guidance. Took some just before close 13.37.

Quite a nice move for PFWD, GB continuing the climb with a ways to go IMO

added more ABAX 23.61 at the close. Numbers are ina nd they look good. Not blow out earnings but the growth is as I expected and hoped. PSS Wordwide has over 300 sales reps pushing the Abaxis product line. It is the first full quarter to have them selling. Let's see how Mr. Market reacts.

Approximately 68% of our total annual revenues for the year are recurring revenues.
-- Quarterly total reagent disc sales of 959,000 units, compared to
658,000 units in the same period last year, up 46% year-over-year.
-- Quarterly medical sales of $3.0 million, up 51% year-over-year.
-- Quarterly medical sales in the United States, excluding sales to the
U.S. Military: $2.2 million, up 131% year-over-year.
-- Quarterly medical reagent disc sales in the United States, excluding
sales to the U.S. Military, of 126,000 units, compared to 53,000 units
in the same period last year, up 138% year-over-year.

ABAX: back in for earnings 24.30. Strong company with huge salesforce from PSS Worldwide now selling into medical field. Recurring revs on rotors will also start becomming more and more evident.

Thanks BB, you r input is always appreciated. I added a bit more here 23.30, pretty high short level

Sorry, PDGE earnings not so good, Please ignore my post on it.

GB a Nice jump
There is some gap resistance that it will hit in the 24.50/25 area so be careful of a gap and crap. I would want to see good support back above 24 and then a break over 25 but would lock in profits on any move near 25. Would not be surprised if the A/H move was a lot of short covering but If you have faith in a longer term recovery you might look into selling some June 22.50 Calls on some of you shares if you can capture a decent premium.
Good Trading!
Sincerely, Bob

An OTCBB stock, but

We really don't follow many otcbb stocks here but it has shown some interest around it's earnings reports. Another factor is that it has had good reactions to low dollar play valuations where the significant levels are $1, $2, $5 showing fairly good support at $1 and now $2. Would be one to make sure and have a mental stop set at $2 and see if it can grow to the next level. If it fails to hold above $2 I would not have much faith in it though as retests of $1.75 and $1.50 would be likely. Always remember that otcbb stocks have a higher risk level so limit your capital invested in them and make sure to stick to your stop loss limits. Will check back to see how it does for you.
Good Trading!
Sincerely, Bob

PDGE reports before the open.

P/S is only 0.43 before the report.

I have some shares, so I hope it's good!