I didn't pay much attention to the markets most of last week, as I was out on vacation. I did a couple daytrades, but that's about it. It'll take a day or two to get back fully into the swing of things. I don't anticipate blogging as frequently as I have been.
This week will be a big week for retail sector earnings reports. It will be very interesting to see how these play out, but aside from retail, there's not a lot cooking on the earnings calendar this week.
There are also some big macro releases this week. I will defer to Michael McDonough's blog for a better description and overview of those than I could give. It is located at http://fiateconomics.com/
Earnings will continue to pour in this week, too. I use www.earnings.com as my source for earnings reports. These are very important to follow because they have a way of scrambling up the charts. I don't like being in stocks before they report earnings unless I am somehow hedged, be it through reducing my position size or some options action or whatever. I've come to view earnings as a very binary event, a coin flip, if you will. Loading up heavily one way betting on the outcome of a report AND the market's reaction is a very risky endeavour.
The same listing convention still applied. If it reports after the close Tuesday or before the open Wednesday or is shown as Wednesday with no given time, it is listed here as Tuesday. I've also listed the previous Friday's here, too.
I have bold-faced reports that could potentially affect present picks.
Friday: KDE, BBEP, DYN, HOC, PCLN, ROSE, URRE,
Monday: CPST, CLNE, CPL, FLR, FRPT, MDR, RAX, AMAT, BPHX, DNDN, FOSL, FTEK, GEOY, SEED,
Tuesday: CLDN, CLWR, CREE, PAL, PAAS, PRGN, SQM, BHP, CCJ, EJ, ETH, ING, JASO, KGC, LIZ, M, PWE, RICK, SLE, TOL, DV, DPS, FIG,
Wednesday: AAP, BYI, BAP, LDK, NTES, SOL, KSS, EL, VSHP, URBN, URS, WMT,
Thursday: BBI, JWN, RRGB, ANF, JCP, PBR,
Friday: A
Position: none
Sunday, August 9, 2009
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