All News, Video and Posts related to TOPIC: Earnings

Friday, February 1, 2008

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:

What's the trade heading into media stocks earnings?
Macke: (DIS) could be worth a look (Macke owns Disney).

Can oil stocks continue to rally?
Najarian: (VLO) is a buy.

Are beer stocks ready to take off?
Adami: (BUD) could be interesting.

 

How To Trade Like The Fast Money Five
 
  Pops & Drops Think Global, Trade Local: Karen Finerman talks about ADRs and foreign exposure.

Click here for the Fast Money Trade School Lesson of the week.

 
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 Before: CLX, IR, WEN Earnings After: APC, MTW, NWS**, YUM

Tuesday: Earnings Before: AVP, BSX, CME, EMR, NYX, TYC Earnings After: ACE, DIS***, Eco: ISM non-manuf Other: Merrill Pharma/Biotech/Devices Conf

Wednesday: Earnings Before: BIIB, CI, RL, SLE, TEL, TWX***, Earnings After: CSCO**, EDS, MET, SUN

Thursday: Earnings Before: AET, DHI, EXPE, IP, MCO, PEP Earnings After: AOC, ATVI, PBI Eco: Pending Homes Sales Other: SALES FROM RETAILERS

Friday: Earnings Before: CVH, WIN, WY

 
 
Stocks on the Move
 
  Pops & Drops

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

(CROX) (Crocs)

(GM) (General Motors)
(ELY) (Callaway Golf)
(JBLU) (JetBlue)
(MRK) (Merck)

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

 
 

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Trades you won't find on TV
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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 fast money team at
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line.

 

Contact the Commissioner
 
  Dylan Ratigan

This week, the market had its best week in nearly five years. But as with everything, context is key, and considering the context of having the best week in nearly five years following the worst start of a year in decades, we begin to have less cause for celebration. In a week that saw the Fed lower rates, rumors of a bailout for beleaguered bond insurers floated about, and the weakest job growth in five years, one could be forgiven for not really knowing if this week's rally was a classic bear trap, or the work of some savvy investors sniffing out bargains. Time will tell. But as always, we look to future for our Fast Money opportunities, so let's begin. Next week will be considerably lighter on the economic front, but there will be a number of earnings and a few conferences to move the tape (keep an eye on Merrill's Pharma conference and Corning's investor meeting on Friday). Media stocks will take center stage next week, with News Corp. on Monday, Disney on Wednesday and Time Warner on Thursday. To what effect will the economic slowdown manifest itself in the earnings of entertainment companies? And will Disney continue to benefit from the weak dollar, as more and more foreigners come and spend their money and time on Space Mountain? But the big "Kahunna" of the earnings stories will be Cisco. We've seen an interesting divergence in the performance of tech names, as the more mature companies like Microsoft have posted great numbers, while the newer, hyper-growth names like RIMM and Google have gotten crushed. Which camp will Cisco fall into? We'll be watching, and I hope you will too. Remember, open markets are markets in which you can always make money. And we'll try to do just that all next week. See you then. .

-Dylan

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

 

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CNBC.com's News Now

 Friday, Feb. 01, 2008
1. Microsoft Bids $44.6B for Yahoo:
Yahoo's board of directors will evaluate the unsolicited proposal from Microsoft, reports CNBC's David Faber.

2. Cramer on Microsoft/Yahoo Offer
Mad Money's Jim Cramer raves about Microsoft's offer for Yahoo.

3. New Bank Consortium:
The consortium focuses on Ambac, reports CNBC's Charlie Gasparino.

4. Mass. Sues Merrill:
The fallout from the subprime slime keeps oozing through the financial system, reports CNBC's Steve Liesman. Former SEC Chairman Harvey Pitt shares his insight.

5. January Employment Report:
The numbers from the Labor department, with Jack Bouroudjian, Brewer Investment Group; Diane Swonk, Mesirow Financial; Mark Zandi, Moody's Economy.com; Bob Barbera, ITG; Peter Yastrow, MF Global; CNBC's Rick Santelli & Steve Liesman.

The Microsoft Deal For Yahoo

Microsoft made a big move today with its hostile bid to acquire Yahoo. Jim Goldman blogged on the story with his unique perspective and resources. Read his uptake on the possibilities for the deal and what it all means. Click here to view posting.

VIDEO OF THE WEEK

Microsoft Bids $44.6B for Yahoo Yahoo board of directors will evaluate the unsolicited proposal from Microsoft, reports CNBC's David Faber.


MICROSOFT/YAHOO! Jim Goldman monitors the latest news from the tech front as the Microsoft/Yahoo deal moves forward while Microsoft investors meet in New York City for a pre-scheduled "Strategic Update" with CEO Steve Ballmer and CFO Chris Liddell.

AOL STANDS ALONE: If the Microsoft/Yahoo deal goes through, AOL could be the last stand-alone player. What does the Microsoft/Yahoo news mean for AOL's valuation and for Time Warner?

NO FIRM IS SAFE FROM SUBPRIME: Drug companies and tech firms are reporting charges linked to the subprime mortgage mess, and they may not be the last. Both Bristol-Myers Squibb and ADC Telecom took charges in the fourth quarter to cover losses in "auction rate securities." These are highly-rated pools of long-term investments that hold mortgages. But like other debt instruments, investors are growing wary of the holdings in these pools, bidding down their value and causing some corporations to take some surprising, and unexpected charges. What other companies are at risk? Mary Thompson reports.

CSI- VEGAS: The derivative and structured financial products world is gathering --- appropriately enough --- in Las Vegas next week and we'll be there. Live from the Gambling Capitol of the World, Steve Liesman asks, how did so many smart people lose so much in the subprime mess and how it can be fixed?

MONDAY MORNING QUARTERBACK: Darren Rovell is live Glendale, AZ wrapping up the financial winners of losers off the field from the Super Bowl. What ads scored? Which ones fumbled? How much is on the line if the Patriots are able to trademark "19-0" for merchandise sales? (Or how much do they stand to lose if the undefeated team is upset?)

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Thursday, January 31, 2008

CNBC.com's News Now

Thursday, Jan. 31, 2008
1. Wilbur Ross Won't Wait For Downgrade:
Billionaire Wilbur Ross, rumoured to be considering a bid for Ambac, tells CNBC that any takeover of a bond insurer has to come before a downgrade. Wilbur Ross, chairman & CEO, WL Ross & Co., speaks to CNBC's Martin Soong, Amanda Drury.

2. Claims, Income & Spending:
A look at today's economic data, with John Brady, MF Global; CNBC's Rick Santelli & Steve Liesman.

3. Big Game TV Hunting:
Breaking down the options on big screen HDTVs for the big game, with David Pogue, NY Times tech columnist and CNBC's Dylan Ratigan.

4. Bottom Wishing:
Cultural references, from Newsweek's cover to Britney Spears, that could signal a bottom, with CNBC's Michelle Caruso Cabrera.

5. Google Earnings Reaction:
Reaction to Google's latest earnings announcement, with Jordan Rohan, of RBC Capital Markets, and CNBC's Jim Goldman.

Speed Cameras: Say "Cheese" As You Pass The Next Stop Light

You might have to start smiling when you pass through the next red light. Phil Lebeau blogs on a new study showing that cameras at intersections have a dramatic effect of slowing drivers down. Click here to view posting.


JOBS FRIDAY: Steve Liesman provides instant analysis and market reaction to the latest jobs/economic data and news of more Fed Auctions, following the 50 basis point rate cut from Thursday's meeting.

AUTO SALES: Major automakers report U.S. auto sales and Wall Street is expecting sales to fall by as much as 3% for January, and could begin to shape 2008 as the worst year for automakers in more than 10 years as oil prices continue to rise and consumers begin to feel pinched. LeBeau analyzes the numbers as GM, Toyota continue the battle for the top spot.

BIOTECH GAINS FROM PHARMA'S LOSSES: There have been tens of thousands of pharmceutical industry layoffs and job cuts as big pharma has downsized to bolster its bottom line. But could big pharma's loss be biotech's gain? How many of the big pharma employees who've been pink-slipped are finding themselves in a job-seeker's market in the biotech sector? Mike Huckman reports.

OPEC DECISION: As oil continues to back off its $100 record high, OPEC leaders meet in Vienna, Austria. CNBC Europe's Steve Sedgwick will be live on Friday with the news of their latest output decision.

THEN THERE WERE TWO: John Harwood wraps up the highlights from Thursday evening's Democratic debate between Obama and Clinton. California has always been important to the presidential race, who are the people endorsing?

Portfolio Watchlist

Insider Trends

Financial Glossary

Stock Screeners

Fund Screeners

Earnings Screeners

Watch CNBC LIVE on your computer.
Click here
for more information.
 
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