tag:blogger.com,1999:blog-80102250436223768652012-01-13T09:25:49.939-08:00Live for nothing or trade for something?Newsnoreply@blogger.comBlogger35125tag:blogger.com,1999:blog-8010225043622376865.post-58605694127117675472008-03-11T11:49:00.000-07:002008-03-11T11:50:31.135-07:002008-03-11T11:50:31.135-07:00

Secondary plays: LTD, CACH, BEBE, GES, TLB, AEO, ANN...JCG is expected to report Q4 earnings after the market closes followed by conference call at 4:30pm ET... JCG Consensus: First Call consensus is Q4 EPS of $0.39 on revs of $400.85 mln; Q1 EPS of $0.46 on revs of $331.54 mln; FY08 EPS of $1.52 on revs of $1.34 bln; FY09 EPS of $1.83 on revs of $1.51 bln... Expectations: Co beat earnings

Newsnoreply@blogger.com0http://secondaryplay.blogspot.com/2008/03/j-crew-jcg-earnings-preview.htmltag:blogger.com,1999:blog-8010225043622376865.post-69588123752013167702008-03-11T11:47:00.000-07:002008-03-11T11:49:15.084-07:002008-03-11T11:49:15.084-07:00

Secondary plays: LTD, ANN, DDS, M, CACH, CWTR, CHS, NWY, DBRN, JCG...TLB is expected to report Q4 earnings 3/12 before the market opens followed by conference call at 10:00pm ET... TLB Consensus: First Call consensus is Q4 EPS of ($0.24) on revs of $587.00 mln; Q1 EPS of $0.02 on revs of $570.06 mln; FY08 EPS of ($0.56) on revs of $2.29 bln; FY09 EPS of $0.16 on revs of $2.30 bln... Guidance: Co

Newsnoreply@blogger.com0http://secondaryplay.blogspot.com/2008/03/talbots-tlb-earnings-preview.htmltag:blogger.com,1999:blog-8010225043622376865.post-87805159661534918722008-03-06T22:50:00.000-08:002008-03-05T22:52:09.906-08:002008-03-05T22:52:09.906-08:00

Secondary plays: ANF, BEBE, PIR, AEO, GPS...URBN is expected to report Q4 earnings 3/6 before the market opens followed by conference call at 9:00am ET...URBN Consensus: First Call consensus is Q4 EPS of $0.29 on revs of $462.56 mln; Q1 EPS of $0.21 on revs of $382.83 mln; FY08 EPS of $0.92 on revs of $1.51 bln; FY09 EPS of $1.16 on revs of $1.82 bln... Guidance: After releasing same store sales

Newsnoreply@blogger.com0http://secondaryplay.blogspot.com/2008/03/urban-outfitters-urbn-earnings-preview.htmltag:blogger.com,1999:blog-8010225043622376865.post-33777961970462050992008-03-05T22:51:00.001-08:002008-03-05T22:52:34.175-08:002008-03-05T22:52:34.175-08:00

Secondary Plays: INTU, JTX...HRB is expected to report 3Q08 earnings 05/03 after the close with a conference call to follow tomorrow at 8 AM ET...HRB Consensus: 3Q08 EPS street expectation of $0.06, revs of $1.000 bln; FY08 EPS of $1.29, revs of $4.274 bln...Guidance: In an earnings release on 12/11, the co reaffirmed FY08 EPS guidance of $1.30 to $1.45 from continuing operations (in line with

Newsnoreply@blogger.com0http://secondaryplay.blogspot.com/2008/03/h-r-block-hrb-q3-earnings-preview.htmltag:blogger.com,1999:blog-8010225043622376865.post-6810973975419186152008-03-05T22:47:00.001-08:002008-03-05T22:53:17.535-08:002008-03-05T22:53:17.535-08:00

Secondary plays: SHOO, KSWS, DECK, NKE, SHOE, BKRS... CWTR is expected to report Q4 earnings 05/03 after the market closes followed by conference call at 4:45pm ET...CWTR Consensus:First Call consensus is Q4 EPS of ($0.19) on revs of $358.29 mln; Q1 EPS of ($0.03) on revs of $295.01 mln; FY08 EPS of ($0.03) on revs of $1.16 bln; FY09 EPS of $0.13 on revs of $1.29 bln...Guidance:On 1/14 co lowered

Newsnoreply@blogger.com0http://secondaryplay.blogspot.com/2008/03/coldwater-cwtr-creek-earnings-preview.htmltag:blogger.com,1999:blog-8010225043622376865.post-23596276915356910472008-03-03T23:58:00.001-08:002008-03-04T00:21:13.083-08:002008-03-04T00:21:13.083-08:00

United Technologies (UTC) proposes acquisition of Diebold (DBD) for $40/share in cash.ATM manufacturer NCR Corporation (NCR) is trading up 9% in sympathy, DBD +64.2%.

Newsnoreply@blogger.com0http://secondaryplay.blogspot.com/2008/03/ncr-9-in-sympathy.htmltag:blogger.com,1999:blog-8010225043622376865.post-31585714130956143512008-02-28T11:57:00.000-08:002008-02-28T11:58:07.478-08:002008-02-28T11:58:07.478-08:00

Secondary plays: NKE, TBL, CROX, BOOT, PXG, WWW...DECK is expected to report Q4 earnings after the close today followed by conference call at 4:30pm ET... DECK Consensus: First Call consensus is Q4 EPS of $2.41 on revs of $183.99 mln; Q1 EPS of $0.92 on revs of $89.56 mln; FY07 EPS of $4.80 on revs of $438.68 mln; FY08 EPS of $5.82 on revs of $530.85 mln... Guidance: Note the co may report

Newsnoreply@blogger.com0http://secondaryplay.blogspot.com/2008/02/deckers-outdoor-deck-q4-earnings.htmltag:blogger.com,1999:blog-8010225043622376865.post-78362676784966873282008-02-28T11:53:00.000-08:002008-02-28T11:58:29.467-08:002008-02-28T11:58:29.467-08:00

Secondary plays: GSK, SNY, CRTX, PRX, MYL, WPI...SEPR is expected to report Q4 earnings tomorrow before the mkt opens followed by a conference call at 8:30am ET (was delayed from 2/5 due to potential restatements for periods back to 2002)... SEPR Consensus: First Call consensus is Q4 EPS of $0.53 on revs of $341.78 mln; Q1 EPS of $0.57 on revs of $324.27 mln; FY07 EPS of $1.44 on revs of $1.24

Newsnoreply@blogger.com0http://secondaryplay.blogspot.com/2008/02/sepracor-sepr-q4-earnings-preview_28.htmltag:blogger.com,1999:blog-8010225043622376865.post-47919450278850900132008-02-25T07:07:00.001-08:002008-02-25T07:08:30.630-08:002008-02-25T07:08:30.630-08:00

Millipore (MIL) - UBS notes that Friday Genentech (DNA) announced that the FDA had granted an accelerated approval of Avastin for the treatment of front-line advanced breast cancer. The firm says that sales of filtration and chromatography products used in Avastin biomanufacturing have been a key growth driver of MIL's Bioprocess division. They note that Avastin was already used off-label for

Newsnoreply@blogger.com0http://secondaryplay.blogspot.com/2008/02/genentech-dna-accelerated-approval.htmltag:blogger.com,1999:blog-8010225043622376865.post-34719058690094108652008-02-20T22:57:00.000-08:002008-02-21T06:50:26.046-08:002008-02-21T06:50:26.046-08:00

Potential secondary plays: RAIL, WAB, GBX; customers KOP, DOW, GE02/21 Update:Wabtec misses by $0.01, beats on revs; guides FY08 roughly in-line, adds $100 mln to its share buyback program. Reports Q4 (Dec) earnings of $0.58 per share, $0.01 worse than the First Call consensus of $0.59; revenues rose 24.1% year/year to $365.3 mln vs the $344.3 mln consensus. Co issues in-line guidance for FY08,

Newsnoreply@blogger.com0http://secondaryplay.blogspot.com/2008/02/american-railcar-arii-earnings-preview.htmltag:blogger.com,1999:blog-8010225043622376865.post-3010521625319348702008-02-20T22:54:00.001-08:002008-02-20T22:57:14.979-08:002008-02-20T22:57:14.979-08:00

Secondary plays: SHLD, M, SKS, KSS, DDS, JWN, ROST, TJX...JCP is expected to report Q4 earnings 2/21 before the market opens followed by conference call at 9:30am ET... JCP Consensus: First Call consensus for Q4 EPS of $1.77 on revs of $6.39 bln; Q1 EPS of $0.80 on revs of $4.30 bln; FY08 EPS of $4.60 on revs of $19.86 bln; FY09 EPS of $4.02 on revs of $20.10 bln... Guidance: After reporting

Newsnoreply@blogger.com0http://secondaryplay.blogspot.com/2008/02/jc-penney-jcp-q4-earnings-preview.htmltag:blogger.com,1999:blog-8010225043622376865.post-37643394292986351812008-02-19T11:41:00.000-08:002008-02-19T11:44:10.501-08:002008-02-19T11:44:10.501-08:00

Secondary Plays: DELL, IBM, EMC, NTAP, CAJ...Hewlett-Packard is scheduled to report 1Q08 earnings after the close tonight with a conference call following at 5:00 ET. Current consensus is for EPS of $0.81 on revs of $27.6 bln...Guidance: On 12/11, at its analyst day, HPQ reaffirmed FY08 EPS and revs of $3.74-$3.37 and $111.5 bln respectively. The company also issued in-line EPS and revenue

Newsnoreply@blogger.com0http://secondaryplay.blogspot.com/2008/02/hewlett-packard-hpq-earnings-preview.htmltag:blogger.com,1999:blog-8010225043622376865.post-25898289926014658422008-02-19T06:18:00.001-08:002008-02-19T06:20:12.222-08:002008-02-19T06:20:12.222-08:00

Secondary plays: BWS, SHOE, BKRS, SHOO, PXG.02/19/2008 UpdateSteven Madden beats by $0.05, reports revs in-line; guides for FY08 (16.78 ) : Reports Q4 (Dec) earnings of $0.23 per share, $0.05 better than the First Call consensus of $0.18; revenues fell 10.0% year/year to $102.7 mln vs the $102.1 mln consensus. Co issues guidance for FY08, sees EPS of $1.45-1.55 vs. $1.37 consensus; sees FY08 revs

Newsnoreply@blogger.com0http://secondaryplay.blogspot.com/2008/02/steven-madden-shoo-q407-preview.htmltag:blogger.com,1999:blog-8010225043622376865.post-26275879550499300512008-02-15T12:33:00.000-08:002008-02-15T12:37:34.164-08:002008-02-15T12:37:34.164-08:00

Secondary plays: MDP, TWX, MAHI, MHP...MSO is expected to report Q4 earnings 2/19 before the market opens followed by conference call at 10:00am ET...MSO Consensus:Q4 EPS of $0.65 on revs of $122.12 mln;Q1 EPS of ($0.15) on revs of $71.89 mln;FY07 EPS of $0.25 on revs of $331.56 mln;FY08 EPS of $0.35 on revs of $340.09 mln...Guidance: After reported Q3 on 11/2, co issued Q4 revs guidance of ~$120

Newsnoreply@blogger.com0http://secondaryplay.blogspot.com/2008/02/martha-stewart-mso-q4-earnings-preview.htmltag:blogger.com,1999:blog-8010225043622376865.post-75149998821445867112008-02-14T23:38:00.001-08:002008-02-15T12:37:47.462-08:002008-02-15T12:37:47.462-08:00

Secondary Plays: CSCO, ELX, QLG ...BRCD update: 02/15/2008 and stockchart after the market closeBrocade beats by $0.01, misses on revs (6.80 -0.20) : Reports Q1 (Jan) earnings of $0.16 per share, excluding non-recurring items, $0.01 better than the First Call consensus of $0.15; revenues rose 55.1% year/year to $347.8 mln vs the $352.2 mln consensus.On conference call, co sees Q2 sequential ASP

Newsnoreply@blogger.com0http://secondaryplay.blogspot.com/2008/02/brocade-earnings-brcd-preview.htmltag:blogger.com,1999:blog-8010225043622376865.post-86617246807035153682008-02-14T23:17:00.000-08:002008-02-15T12:38:02.976-08:002008-02-15T12:38:02.976-08:00

Secondary Plays: NTRI, MED...NTRI next earnings release: Feb 19 after marketMED next earnings release: Mar 13 after marketUpdate: 02/15/2008WTW +8.6%Weight Watchers beats by $0.04, beats on revs; guides FY08 EPS in-line (45.92 -0.53) : Reports Q4 (Dec) earnings of $0.50 per share, $0.04 better than the First Call consensus of $0.46; revenues rose 20.5% year/year to $344 mln vs the $321.9 mln

Newsnoreply@blogger.com0http://secondaryplay.blogspot.com/2008/02/secondary-plays-ntri-med.htmltag:blogger.com,1999:blog-8010225043622376865.post-70929454442331299932008-02-14T23:14:00.000-08:002008-02-15T12:38:31.069-08:002008-02-15T12:38:31.069-08:00

Secondary plays: RRGB, COSI, PNRA, RUBO, YUM, CKR...CMG is expected to report Q4 earnings today after the market closes followed by conference call at 5:00Pm ET...CMG Consensus: First Call Q4 EPS of $0.55 on revs of $288.97 mln and Q4 same store sales street consensus of 10.2%; Q1 EPS of $0.50 on revs of $298.17 mln; FY07 EPS of $2.15 on revs of $1.09 bln; FY08 EPS of $2.74 on revs of $1.34 bln..

Newsnoreply@blogger.com0http://secondaryplay.blogspot.com/2008/02/chipotle-mexican-grill-cmg-q4-earnings.htmltag:blogger.com,1999:blog-8010225043622376865.post-41423746601727980032008-02-14T06:34:00.000-08:002008-02-15T12:38:47.834-08:002008-02-15T12:38:47.834-08:00

Secondary plays: GME, TGTGameStop is expected to report stellar results, when its reports fourth quarter results in March. Video game sales continue to be an island of strength amid a weak retail environment. Indeed, The NPD Group recently reported that sales of video game hardware, software, and accessories increased 43% to $18 billion in 2007. While that pace will decline over the next few

Newsnoreply@blogger.com0http://secondaryplay.blogspot.com/2008/02/potential-volatility-in-gamestop-gme.htmltag:blogger.com,1999:blog-8010225043622376865.post-31624202787670848602008-02-13T22:23:00.000-08:002008-02-13T23:03:03.064-08:002008-02-13T23:03:03.064-08:00

Secondary Plays: AMD, BRCM, INTC, QCOM, MRCY*NVDA 02/12 closed at $27.02 (+3.92%), aftermarket high $28.60INTC 02/12 closed at $21.21 (+1,48%), aftermarket high $21.44AMC, BRCM, QCOM no significant moves noticed02/13/2008 UpdateNVIDIA beats by $0.02, beats on revs (27.02 +1.02) : Reports Q4 (Jan) earnings of $0.49 per share, $0.02 better than the First Call consensus of $0.47; revenues rose

Newsnoreply@blogger.com0http://secondaryplay.blogspot.com/2008/02/nvidia-nvda-4q07-earnings-preview.htmltag:blogger.com,1999:blog-8010225043622376865.post-55743269858008879922008-02-13T22:18:00.000-08:002008-02-13T22:23:20.780-08:002008-02-13T22:23:20.780-08:00

Secondary Plays: EMC, VMW, JAVA, HPQ...02/13/08 Update:Network Appliance beats by $0.03, reports revs in-line; guides Q4 EPS below consensus, revs below consensus (23.04 +1.51) : Reports Q3 (Jan) earnings of $0.37 per share, $0.03 better than the First Call consensus of $0.34; revenues rose 21.2% year/year to $884 mln vs the $877.8 mln consensus. Co issues downside guidance for Q4, sees EPS of

Newsnoreply@blogger.com0http://secondaryplay.blogspot.com/2008/02/network-appliance-ntap-earnings-preview.htmltag:blogger.com,1999:blog-8010225043622376865.post-43591157173733422882008-02-12T22:43:00.000-08:002008-02-12T22:45:07.705-08:002008-02-12T22:45:07.705-08:00

AGU is set to report Q4 earnings before the market opens on Thursday with a conf call at 11:30am ET. Segment revenues: Retail (47%), Wholesale (54%), Advanced Technologies (2%), (Other -3%). Past Performance: The co has reported EPS results of $0.29 below to $0.12 above consensus expectations in the last four quarters. In the last quarter, the co missed by $0.08, and the stock was down 4.6% on

Newsnoreply@blogger.com0http://secondaryplay.blogspot.com/2008/02/agrium-agu-earnings-preview.htmltag:blogger.com,1999:blog-8010225043622376865.post-64154603080648562522008-02-11T22:50:00.000-08:002008-02-12T06:04:45.622-08:002008-02-12T06:04:45.622-08:00

Secondary Plays: TK, FRO, OSG02/12/08 Update:Nordic American Tanker misses by $0.05 (31.02 ) : Reports Q4 (Dec) earnings of $0.22 per share, excluding non-recurring items, $0.05 worse than the First Call consensus of $0.27. The average daily rate for our spot vessels was about $27,000 per day net to us during 4Q07 compared with $24,600 for 3Q07. Typically, when freight rates are increasing, as

Newsnoreply@blogger.com0http://secondaryplay.blogspot.com/2008/02/fording-coal-fdg-earnings-preview.htmltag:blogger.com,1999:blog-8010225043622376865.post-87322749807327821922008-02-11T22:44:00.000-08:002008-02-11T22:57:21.197-08:002008-02-11T22:57:21.197-08:00

Potential secondary plays: ACI, ANR, BTU, CNX, FCL, MEE, WLB...Fording Coal (FDG) is set to report Q4 results 02/11 after the close. There is only one analyst estimate which expects revenue of $380 mln and EPS of $0.52. The co has a mixed record relative to expectations as the co beat last qtr, but missed twice before that. It can be tricky to get a handle on FDG because it's a trust. It is an

Newsnoreply@blogger.com0http://secondaryplay.blogspot.com/2008/02/nordic-american-tanker-nat-earnings.htmltag:blogger.com,1999:blog-8010225043622376865.post-4614059928199937102008-02-08T05:47:00.000-08:002008-02-08T06:06:39.081-08:002008-02-08T06:06:39.081-08:00

Watch for potential volatility inAgriculture equipment manufacturers (DE, AG, CNH)Ethanol (ADM, ANDE, PEIX, VSE, AVR, USBE, BIOF, XNL)Secondary ethanol plays (VRNM, MGPI and OTD)Fertilizer (TRA, CF, POT, AGU, SYT, MOS)Livestock (TSN, SFD, HRL)Seed (MON).In its February report, the USDA narrowed their corn price forecast for the 2007/08 crop season to $3.75-4.25 per bushel from $3.70-4.30 in

Newsnoreply@blogger.com0http://secondaryplay.blogspot.com/2008/02/usda-february-world-agricultural-supply.htmltag:blogger.com,1999:blog-8010225043622376865.post-67320973000612139292008-02-06T23:13:00.000-08:002008-02-06T23:17:11.651-08:002008-02-06T23:17:11.651-08:00

Secondary plays:WLP and UNH both reported on 1/22;WLP fell 4%; UNH fell 6%.HUM reported earnings this past Monday, stock fell 3.5%.AET is down ~5% since UNH and WLP reported.These stocks have been hit following earnings reports due to their medical-cost ratios...AET is expected to report 4Q07 earnings 02/07/2008 before the mkt open with a conf call to follow at 8:30AM ET...AET Consensus: First

Newsnoreply@blogger.com0http://secondaryplay.blogspot.com/2008/02/aetna-aet-earnings-preview.html