Wednesday, October 18, 2006
Earnings Galore
			  GILD BEAT
ICUI MET; LIGHT ON REV'S
RLRN MISSED
CYBS BEAT LIGHT ON REV'S
WDFC MISSED
AZR BEAT; LIGHT ON REV'S
TMK BEAT
ADS BEAT; GUIDES HIGHER
BSX BEAT; REV'S STRONG
MOGN BEAT
PLXT BEAT
AMLN BEAT
NVEC BEAT
PLCM BEAT
RYL BEAT
JNPR MET
SSTI BEAT; LIGHT ON REV'S
COF BEAT; GUIDES HIGHER
CTXS BEAT; LIGHT ON REV'S
BCR BEAT
RX BEAT; LIGHT ON REV'S
KNX BEAT
WSTL BEAT; GUIDES LOWER
CBST BEAT; LIGHT ON REV'S
ALL BEAT; GUIDES HIGHER
EBAY BEAT; GUIDES LOWER
AMD BEAT; MARGINS WEAK
ISIL BEAT; LIGHT ON REV'S; GUIDES LOWER
MGI BEAT
IFIN BEAT; LIGHT ON REV'S; GUIDES LOWER
ET MET
AAPL BEAT; GUIDES LOWER
LHO MISSED
WM MISSED
STLD BEAT
EPAX MISSED
ATR BEAT; GUIDES LOWER
CPSS BEAT
ALAB MET; LIGHT ON REV'S
RDN MISSED
HCN MET
TER BEAT; GUIDES LOWER
ALB BEAT
HYC MISSED; GUIDES LOWER
COSI MISSED; GUIDES LOWER
MRTN MISSED
			  
			
 
  ICUI MET; LIGHT ON REV'S
RLRN MISSED
CYBS BEAT LIGHT ON REV'S
WDFC MISSED
AZR BEAT; LIGHT ON REV'S
TMK BEAT
ADS BEAT; GUIDES HIGHER
BSX BEAT; REV'S STRONG
MOGN BEAT
PLXT BEAT
AMLN BEAT
NVEC BEAT
PLCM BEAT
RYL BEAT
JNPR MET
SSTI BEAT; LIGHT ON REV'S
COF BEAT; GUIDES HIGHER
CTXS BEAT; LIGHT ON REV'S
BCR BEAT
RX BEAT; LIGHT ON REV'S
KNX BEAT
WSTL BEAT; GUIDES LOWER
CBST BEAT; LIGHT ON REV'S
ALL BEAT; GUIDES HIGHER
EBAY BEAT; GUIDES LOWER
AMD BEAT; MARGINS WEAK
ISIL BEAT; LIGHT ON REV'S; GUIDES LOWER
MGI BEAT
IFIN BEAT; LIGHT ON REV'S; GUIDES LOWER
ET MET
AAPL BEAT; GUIDES LOWER
LHO MISSED
WM MISSED
STLD BEAT
EPAX MISSED
ATR BEAT; GUIDES LOWER
CPSS BEAT
ALAB MET; LIGHT ON REV'S
RDN MISSED
HCN MET
TER BEAT; GUIDES LOWER
ALB BEAT
HYC MISSED; GUIDES LOWER
COSI MISSED; GUIDES LOWER
MRTN MISSED
	
			Comments:
			
			
			
			
			
			
 
        
	
 
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				Goddamit AAPL shot its load.  On a side note MGI reported today and raised.  Should be good insite for WU next week.
				
				
			
			
			
			
			
				 
				I highlight stocks that may cause "pin action" in their respective sectors.
In other words, they are important.
				
				
			
			
			In other words, they are important.
				 
				I know this has nothing to do with the earnings season... but do you think that HAL is a possible short with the Democrats possibly coming into power?
Oh, and I think the Guides Lower is the more telling tale.
				
				
			
			
			Oh, and I think the Guides Lower is the more telling tale.
				 
				Probably.
But, I think the better short will be coal stocks. Dems hate coal and will wreck coal stocks.
				
				
			
			
			But, I think the better short will be coal stocks. Dems hate coal and will wreck coal stocks.
				 
				I doubt that - Halliburton will do well regardless of which corporatist party is "in power" - so will coal.  But generally speaking the market always does well under a Democratic administration and always has a crash under a Rethuglican one.  You can look it up.
				
				
			
			
			
				 
				I think energy will do well when the Dems take the house. Less drilling, less digging up coal = higher prices.
				
				
			
			
			
				 
				NICE EOD EARNINGS RAP UP  BETTER THEN BUBBLE VISION  AND MARKETWARCH AS GOOD AS THE WSJ   NICE   I Be CHECKING IN DAILY AND TELLING MY FRIENDS VIA TALK AND EMAIL.....THANKS FOR THE GOOD RECAPS!!!
				
				
			
			
			
			
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