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Tuesday, July 20, 2010

Due this week

So it is now reporting season once again and there are quite a few of my stocks from this months watch list reporting just this week alone.

ClickSoftware CKSW
Upgraded to market outperform on July 14th and reports before market open July 21.
Last quarterly reported 34% growth and no debt.


Capital One COF
Reports July 22.
One of the better indicators of the "wellness" or lack there of is this stock. No so much in its profit but the number of loan defaults and balance rates of card holders.


Microsoft MSFT
Reports July 22
With IBM missing on sales and revenue but upping forecast it will be interesting to see if Micosoft registers a gain in earnings and stock price. With new upgrades to Office and Windows 7 and anticipated corporate renewals this stock is at a very attractive price but may not yet be seeing the anticipated returns on all its new product releases.


Sandisk SNDK
Reports July 22.
Upgraded by UBS to Buy on July 12.
Low debt ratio and solid quarterly earnings. For a while it was speculated that Sandisk would be supplying iPhones but the are not. Regardless, there is an industry shortage of Flash devices due to the popularity of all smart phones, music/video devices, and cameras.


Apple AAPL
Reports July 20th.
So, what do you make of Apple? Reports record sales of multiple new products. Design flaw with their antenna. And somewhat arrogant and sloppy PR handling of the press and public opinion and reviews.
Remember, to be #1, you don’t have to be perfect, you don’t have to be the best, you just have to be better than everyone else.
I just wish Steve and Apple didn’t pull a BP with their press conference and call everyone else the little people for blowing this way out of proportion and not understanding everything that goes into a smart phone.

BTW did anybody catch the ballsy antenna song that apple aired prior to their conference?


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