All News, Video and Posts related to TOPIC: Earnings

Friday, October 5, 2007

The Final Trade

The Final Trade  Fast Money  Weeknights
Next Week's Trades
 
  Want to know the trades that may make you money next week? Here's your playbook to tackle the Street:

Beverage Blow Out
Jeff Macke likes Pepsi (PEP) for its efficiency and Chinese exposure. .

Tasty Start to Earnings
Karen Finerman adds Yum! (YUM) as a buy for its brands like KFC and Taco Bell which do well in China.

Friday Day Fever
Pete Najarian says Monsanto (MON) should be approached with caution. If you want (MON), Pete recommends buying the puts for protection..

 

Where's the Money?
 
 

Is it a buy or a sell? Next week, the Fast Money Five tell you how to read the street’s biggest events so your fast money stays fast

Monday:
Earnings After: YUM ; Other: HRL 2-day meeting, 2-day Biotech Symposium in Philly

Tuesday: Earnings After: AA ; Economic News: FOMC minutes ; Other: MMM investor day, PG Shareholder meeting

Wednesday: Earnings Before: COST, INFY, MON, PGR, MTL, RT ; Earnings After: LRCX ; Other: PETM analyst day

Thursday: Earnings Before: SWY, FAST, PEP, WGO ; Other: Retailers September Sales, FDA to review new stent from Medtronic

Friday: Earnings Before: GE ; Economic News: PPI, Retail sales

 
 
Stocks on the Move
 
  Pops & Drops

The Fast Money five takes a look at the week's biggest market movers.

HD (Home Depot)

PII (Polaris Industries)
TIVO (Tevo)
WAG (Walgreen)
ZZ (Sealy Corp)

Click here to see if you have any of these recent Pops & Drops in your portfolio.

 
 
Trade of the Week
 
  Jeff Macke I'm Karen Finerman and Covidien, ticker COV is your on the money trade of the day.
Covidien, a new name for this old company spun out of Tyco is a huge player in the medical device and supplies space. With over $10 billion in sales, and some of the most venerable names in the business such as Mallinckrodt, Nellcor and Puritan Bennett, Covidien is one of the biggest companies you never heard of. Now that the company is free of the Tyco taint, they can manage their business for long term growth. And that means significantly ramping up their research and development spend to improve their product offerings to better compete with other industry players.

With a new name, a clean balance sheet, and most importantly an attractive valuation of 15x next year's earnings, Covidien is your on the money trade of the day.
 

Get More From Fast Money
 

Text to Talk
Text the guys at 62288 – enter the word "Fast" followed by your message. Your comment could end up on the CNBC ticker during the show.

Daily Alerts
Get text alerts on your mobile phone about what's coming up on that day's Fast Money, send a text to 46833 - enter the letters FM and hit "send".

 

Trades you won't find on TV
In web exclusive video the Fast Money Five bring you even more hot trades every night, right after the show! Get your Web.Extra now!

 

Fast Money Podcasts
Get your "Fast Money" on the go. Subscribe to Pops & Drops and Word on the Street, for advice from The Fast Money Five on some of today's top trades.

Want to go Face 2 Face with the Fast Money Five? Email the guys at
fastmoney@cnbc.com and put "Webcam" in the subject
line.

 

Contact the Commissioner
 
  Dylan Ratigan

Next week the real fun begins my Fast Money friends - earnings season, or as I like to call it, Money Time. Can you hear it? Billions will be made in the next couple weeks, and watching Fast Money will become requires viewing if you want to stay ahead of the news.

We kick it off with Alcoa on Tuesday, but Wednesday the real fun starts..... not only because the bevy of earnings results, but also because it will mark the broadcasting event of the year. That's right - Fast Money will be live at Five starting Wednesday!!!!!! Not since JR was shot has a nation been so captivated by an event on TV.

Okay, that might be overdoing it, but it is a significant move, and one that could not have been made without your support. I say again: From all of us at Fast, a heartfelt thanks.

Earnings and Fast at Five - I can't think of a better combination. Remember, an open market is one in which you can make money, and we will try to do that all next week.

I hope to see you then.

-Dylan

If you have suggestions for Fast Money or The Final Trade, please send an email to FastMoney@cnbc.com

 

©2007 CNBC Inc. , All Rights Reserved

All opinions expressed by the Program Participants are solely their current opinions and do not reflect the opinions of CNBC, NBC UNIVERSAL, their parent company or affiliates, and may have been previously disseminated by them. Such opinions are based upon information they consider reliable, but neither CNBC nor its affiliates and/or subsidiaries warrant its completeness or accuracy, and it should not be relied upon as such.

The Program Participants are professional traders who may be actively involved in securities discussed herein, on behalf of themselves, their companies and their clients. Also, the opinions expressed by the Program Participants may be short-term in nature and are subject to change. No part of the Program Participants’ compensation from CNBC is related to the specific opinions they express.

Past performance is not indicative of future results. Neither the Program Participants nor CNBC guarantee any specific outcome or profit. You should be aware of the real risk of loss in following any strategy or investment discussed herein. Strategies or investments discussed may fluctuate in price or value.

Investments or strategies mentioned herein may not be suitable for you and you should make your own independent decision regarding them. This material does not take into account your particular investment objectives, financial situation or needs and is not intended as recommendations appropriate for you. You should strongly consider seeking advice from your own investment adviser.

To unsubscribe from The Final Trade click here



Today's CNBC MarketWrap

CNBC's Daily Market Wrap
Today's top 5 stories on CNBC
1. Jobs Data: Details from today's Jobs Report and an update of last month's numbers, with CNBC's Steve Liesman.
2. NYSE Market Wrap: CNBC's Bob Pisani reports on the Dow's up day, live from the floor of the New York Stock Exchange.
3. Future of Yahoo!: A Wall Street analyst says the sum of Yahoo's parts may be greater than the whole, with CNBC's Jim Goldman, David Garrity, Dinosaur Securities director of research; and Eric Jackson, Jackson Leadership Systems CEO.
4. Carlisle CEO: Discussing he outlook for commercial roofing and industrial components, with Dave Roberts, Carlisle Companies chairman & CEO and CNBC's Sue Herera
5. NASCAR: Full Throttle: Discussing how to court new fans, with Brian France, NASCAR chairman & CEO, and CNBC's Sue Herera.
Click here to view all of today's Top stories


Clip of the week:

Citigroup Decline
Citigroup warns it will experience a significant decline, with David Kotok, Cumberland Advisors and CNBCs' Carl Quintanilla.


CNBC Blogwatch

Realty Check w/ Diana Olick: Immigration and Housing: The Documented Link

CNBC Reporter Diana Olick blogs on why having undocumented workers leave their homes could push the housing crisis even further. Click here to view posting.

Tune in to CNBC Monday to watch the market unfold
1. Ahead of the Debate: John Harwood rounds up key subplots of the presidential campaign ahead of the Republicans' debate airing Tuesday on CNBC... the first that will include Fred Thompson.
2. State of the Credit Crunch: With chatter of credit problems subsiding, Steve Liesman takes the pulse of the credit crunch. Is there more pain ahead or just clear skies?
3. Ten Yummy Years: Brian Shactman takes a look behind Yum! Brands on the day the company reports its quarterly earnings. Yum celebrates its 10-year anniversary in October... and Brian focuses on two key pieces of the company's growth strategy: continued expansion in China and exploration of emerging markets.
4. Death of TV Greatly Overstated: Julia Boorstin sat down for an exclusive interview with Tom Freston about his new venture, PlumTV. Why would the former Viacom exec be jumping into TV if it has no future? Are niche brands like PlumTV the new wave? And what does it say when executives like Freston are coming full circle, investing their Viacom-made in fortune in start-ups that could be attractive to the Viacoms of the world, down the road?
5. Hard Pill to Swallow: Millions of healthy people every year make a quick buck volunteering as guinea pigs for drug companies. Some of these human lab rats have gone pro - popping pills, enduring nasty side effects - potentially risking death. But these serial test subjects keep the pipeline of generic drugs flowing and without them, many drugs would never reach the market. Scott Cohn reports.
 
CNBC Plus

CNBC Investing Tools
portfolio watch Stock Screeners
Insider Trends Fund Screeners
Financial Glossary Earnings Screeners

©2007 CNBC Inc, All Rights Reserved.

To unsubscribe to this email click here
If this e-mail was forwarded to you and you would like to subscribe to CNBC's Daily Market Wrap, please click here

 

Thursday, October 4, 2007

Today's CNBC MarketWrap

CNBC's Daily Market Wrap
Today's top 5 stories on CNBC
1. Merrill Lynch Cuts: Fixed income problems at Merrill Lynch may be leading to big layoffs at the brokerage, with CNBC's Charlie Gasparino.
2. RIMM Guides Higher: RIMM reports earnings, with CNBC's Jim Goldman, and Nirav Parikh, TCW analyst.
3. Mad Money Shot: Cramer's golden pick.
4. Calling All Smartphones: A closer look at the smartphone market, with Ross Rubin, NPD director of industry analysis; Lance Ulanoff, PC Magazine editor-in-chief and CNBC's Becky Quick.
5. Health Vault: Microsoft debuts it's "Healthvault" software, reports CNBC's Bertha Coombs.
Click here to view all of today's Top stories


CNBC Blogwatch

Political Capital w/ John Harwood: Republican Shocker: Free Trade's Not So Good After All

CNBC Reporter John harwood Blogs on the amazing results of the latest WSJ/NBC News Poll of Republicans and their suprising opinions on free trade and the economy. John has the inside scoop on what GOP voters are thinking. Click here to view posting.

Tune in to CNBC tomorrow to watch the market unfold
1. Jobs Report: Did job growth rebound last month from Augusts' decline? Hampton Pearson reports the latest employment figures from the Labor Department. Steve Liesman and Rick Santelli provide analysis.
2. FedEx Contractors: On the day that the markets focus on the national jobs picture, Scott Cohn takes a look at FedEx, whose workers are almost entirely contractors. The company says it gives their workers freedom in this manner... but is it just a way out of benefits and taxes?
3. Disney: With 30 plays and ice shows happening on any given night, performances are a huge driver of Disney brands' growth around the world. On Friday, the High School Musical Ice show opens at the Staples Center in Los Angeles. It's a perfect example of how Disney is getting the HSM brand to flourish between film releases and epitomises Bob Iger's strategy of extending brands across all platforms. Julia Boorstin is live from the Staples Center.
4. High-End Luxury Immune Fr Luxury Immune From Slowdown?: The sure bet in this market has been on high-end retail names like Coach, Tiffany, LVMH, and Richemont, but will luxury companies sales get tarnished this season with Wall Street bonuses and jobs at risk? Do wealthy Americans still matter to the bottom lines of these global companies who are benefiting from a weak dollar and a hunger for luxury products in China and India? Margaret Brennan reports.
5. Washington Wire: John Harwood provides insight into the latest Washington buzz, pulling from his regular WSJ column.
 
CNBC Plus

CNBC Investing Tools
portfolio watch Stock Screeners
Insider Trends Fund Screeners
Financial Glossary Earnings Screeners

©2007 CNBC Inc, All Rights Reserved.

To unsubscribe to this email click here
If this e-mail was forwarded to you and you would like to subscribe to CNBC's Daily Market Wrap, please click here

 

Blog Archive