Replies to post #87 on Guidance & Visibilty

[madrose1]

NOTABLE REPORTERS: Apple (AAPL), up 3.5% after beating on both the top and bottom lines and reporting iPhone sales of 31.2M units, topping expectations... AT&T (T), down 0.8% after its quarterly report beat on the top line but missed by 1c on the bottom line... Juniper Networks (JNPR), down 1.1% after reporting better than expected earnings but announcing the company's CEO will retire once a successor is named... Broadcom (BRCM), down 5.5% after reporting slightly better than forecast earnings but cutting its third quarter revenue view.

UP AFTER EARNINGS: VMware (VMW), up 11.5%... Electronic Arts (EA), up 6.4%. ALSO HIGHER: Barrick Gold (ABX), up 0.5% after announcing the sale of its Barrick Energy unit to Canadian Natural (CNQ).

DOWN AFTER EARNINGS: Panera Bread (PNRA), down 6.2%... Polycom (PLCM), down 5.6%... Norfolk Southern (NSC), down 1.3%. :

[madrose1]

Notable companies reporting DNKN CRR UA Underarmor ALKS 3M (MMM), consensus $1.71; Celgene (CELG), consensus $1.44; Biogen Idec (BIIB), consensus $1.93; Dow Chemical (DOW), consensus 63c; Noble Energy (NBL), consensus 74c; Raytheon (RTN), consensus $1.30; Hershey (HSY), consensus 71c; International Paper (IP), consensus 56c; McGraw Hill (MHFI), consensus 82c; Starwood Hotels (HOT), consensus 73c; Harley-Davidson (HOG), consensus $1.18; Xerox (XRX), consensus 24c; Southwest Airlines (LUV), consensus 38c. :theflyonthewall

[madrose1]

On The Fly: Pre-market Movers UP AFTER EARNINGS: Facebook (FB), up 30%... Baidu (BIDU), up 17%... TripAdvisor (TRIP), up 14%... Boston Scientific (BSX), up 8.5%... Under Armour (UA), up 6.7%... Qualcomm (QCOM), up 3.4%. ALSO HIGHER: Spirit AeroSystems (SPR), up 6.5% after Daily Mail says GKN may bid $35 per share for the company.

DOWN AFTER EARNINGS: Crocs (CROX), down 23.5%... Western Digital (WDC), down 5.7%... Pulte (PHM), down 7.9%... DR Horton (DHI), down 4.3%... Cheesecake Factory (CAKE), down 4.7%... Potash (POT), down 3%.

[madrose1]

UP AFTER EARNINGS: Apple (AAPL), up 4.7%... VMware (VMW), up 13.4%... Electronic Arts (EA), up 5.3%... ARM Holdings (ARMH), up 3%... Boeing (BA), up 1.9%... Ford (F), up 3.3%... General Dynamics (GD), up 0.6%. ALSO HIGHER: Maidenform Brands (MFB), up 22% after agreeing to be acquired by HanesBrands (HBI) for $23.50 per share in cash... Illumina (ILMN), up 6.4% after earnings, acquires Advanced Liquid Logic. DOWN AFTER EARNINGS: Caterpillar (CAT), down 1.4%... Polycom (PLCM), down 11%... Broadcom (BRCM), down 10.8%... Panera Bread (PNRA), down 6%... T. Rowe Price (TROW), down 5.8%... Norfolk Southern (NSC), down 3%. ALSO LOWER: Dell (DELL), down 2% after Michael Dell and Silver Lake increase buyout offer to $13.75 per share, which they call "best and final"... Hercules Offshore (HERO), down 7.4% after updating on incident on drill rig, says gas from well ignited last night and spread to rig... Walter Energy (WLT), down 2.4% after lowering dividend to 1c from 12.5c per share. :theflyonthewall

[madrose1]

Notable companies reporting before tomorrow's market open, with earnings consensus, include AbbVie (ABBV), consensus 79c; Tyco (TYC), consensus 48c; Weyerhaeuser (WY), consensus 30c; Stanley Black & Decker (SWK), consensus $1.19; Digital Realty (DLR), consensus $1.17; Lear (LEA), consensus $1.37; NV Energy (NVE), consensus 25c; WABCO Holdings (WBC), consensus $1.25; NuStar Energy (NS), consensus 25c; Forum Energy (FET), consensus 35c; Lifepoint Hospitals (LPNT), consensus 71c. :theflyonthewall

[madrose1]

Notable companies reporting after market close
Notable companies reporting after the market close, with earnings consensus, include Express Scripts (ESRX), consensus $1.10; Anadarko Petroleum (APC), consensus 91c; General Growth Properties (GGP), consensus 25c; (VRTX), consensus (18c); Northeast Utilities (NU), consensus 50c; The Hartford (HIG), consensus 71c; Eastman Chemical (EMN), consensus $1.64; XL Group (XL), consensus 61c; Herbalife (HLF), consensus $1.18

[madrose1]

On The Fly: After Hours Movers
UP AFTER EARNINGS: Herbalife (HLF), up 5.7% after topping estimates and raising its full-year forecast... Gigamon (GIMO), up 9.1%... R.R. Donnelley (RRD), up 2.2%. ALSO HIGHER: Array BioPharma (ARRY), up 8.6% after announcing a research & development collaboration agreement with Celgene (CELG).

DOWN AFTER EARNINGS: Express Scripts (ESRX), down 1.8%... PMC-Sierra (PMCS), down 7.4%... Cousins Properties (CUZ), down 2.5% after reporting earnings, announcing a $1.1B property acquisition, and filing to sell 60M shares of common stock. ALSO LOWER: Spirit Airlines (SAVE), down 3.9% after filing to sell 12.07M shares for holders affiliated with Indigo Partners, which will no longer hold a stake in the company following the offering. :

[madrose1]

Earnings for week of 19th -24th (lots of retail ANF ANN FL GME PLCE BIG SHLD HD HPQ LOW HAIN DKS JCP LZB TGT PETM URBN )

Mon= URBN

Tues AM = $BKS $BBY $DAKT $DKS $HD $SKS $JCP $TSL

PM= EPAY INTU LZB

Weds AM= $AEO $EV $LOW $MSG $SPLS $TGT $TOL

PM= $HAIN $HPQ $PETM $SNPS

Thurs AM= $ANF $AMAP $BONT $BIG $CATO $PLCE $DLTR $GME $GFI $SHLD

PM= ARO ARUN ADSK GIGM IMMU MRVL MENT MCRS P

Fri AM= ANN FL HIBB