Show-me Account Talk

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The Week Ahead

Last Update: 01-Feb-08 11:13 ET

Earnings announcements return to center stage in the coming week as economic data slows.

Some of the headliners reporting include Archer-Daniels (ADM), Duke Energy (DUK), Aetna (AET), PepsiCo (PEP), Time Warner (TWX) and Briefing.com Active Portfolio holdings Cisco Systems (CSCO), Walt Disney (DIS), and News Corp (NWS.A).

Additional companies scheduled to report earnings can be previewed on our Earnings Calendar.

A complete schedule of economic data due for reporting is available on our Economic Calendar. The lineup isn't as impactful as the past week, yet it will draw some attention with the Factory Orders, ISM Services, Q4 Productivity, and Initial Claims reports on the docket. Similarly, watch for the same-store sales reports from the retailers on Thursday to cause a stir.
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Monday, February 4:
  • Earnings: Archer-Daniels (ADM), Clorox (CLX), Humana (HUM), Ingersoll-Rand (IR), Wendy's (WEN), Anadarko Petrol (APC), News Corp (NWS.A), YUM! Brands (YUM)
  • Economic Data: December Factory Orders
  • Events: Sun Microsystems Analyst Meeting
  • Conferences: Credit Suisse Energy Conference; Thomas Weisel Partners Tech, Telecom, Internet Conference; Banc of America Securities Housing Client Event
  • Fed Speakers: Fed Governor Kroszner speaks in Las Vegas on mortgage regulation (11:20 ET)
Tuesday, February 5:
  • Earnings: Avon Products (AVP), Boston Scientific (BSX), Duke Energy (DUK), Tyco (TYC), Whirlpool (WHR), Walt Disney (DIS)
  • Economic Data: January ISM Services Index
  • Events: Secretary Paulson testifies before Senate Finance Comte (10:00 ET); United Airlines Analyst Meeting; Sun Microsystems Analyst Meeting
  • Conferences: Credit Suisse Financial Services Forum; Cowen & Co. Aerospace and Defense Conference; Credit Suisse Energy Conference; Banc of America Securities Housing Client Event; Merrill Lynch Pharma, Biotech, and Med Conference, and; Thomas Weisel Partners Tech, Telecom, Internet Conference
  • Fed Speakers: Richmond Fed President Lacker to speak on the U.S. economy in West Virginia (12:15 ET)
Wednesday, February 6:
  • Earnings: CIGNA(CI), Sara Lee (SLE), Time Warner (TWX), Cisco Systems (CSCO), MetLife (MET), Prudential (PRU)
  • Economic Data: Preliminary Fourth Quarter Productivity Report; Weekly Crude Inventories (week ending Feb. 2)
  • Events: Citrix Analyst Meeting; American Express Meeting; Sun Microsystems Analyst Meeting
  • Conferences: Cowen & Co. Aerospace and Defense Conference, Credit Suisse Financial Services Forum; Credit Suisse Energy Conference; Merrill Lynch Pharma, Biotech, and Med Conference, and; Thomas Weisel Partners Tech, Telecom, Internet Conference
  • Fed Speakers: Richmond Fed President Lacker to speak at Marshall University (10:00 ET); Philadelphia Fed President Plosser to speak on economic outlook in Alabama (13:40 ET); Fed Governor Kroszner speaks on mortgage regulation (12:30 ET)
Thursday, February 7:
  • Earnings: Aetna (AET), Apache (APA), AutoNation (AN), DR Horton (DHI), International Paper (IP), PepsiCo (PEP), Genworth (GNW)
  • Economic Data: Weekly Initial Jobless Claims (week ending Feb. 2); December Pending Home Sales; December Consumer Credit
  • Events: January Same-Store Sales, Eli Lilly Analyst Meeting
  • Conferences: Credit Suisse Alternative Investment Seminar; Credit Suisse Energy Conference; Credit Suisse Financial Services Forum; Merrill Lynch Pharma, Biotech, and Med Conference; Thomas Weisel Partners Tech, Telecom, Internet Conference
  • Fed Speakers: Atlanta Fed President Lockhart speaks on credit market outlook (08:30 ET); Dallas Fed President Fisher speaks on economic stability in Mexico City (13:00 ET)
Friday, February 8:
  • Earnings: Alcatel Lucent(ALU), Coventry Health Care (CVH), Weyerhaeuser (WY)
  • Economic Data: December Wholesale Inventories
  • Events: St. Jude Medical Analyst Meeting; Corning Investor Meeting
  • Conferences: Credit Suisse Energy Conference
  • Fed Speakers: San Francisco Fed President Yellen speaks on economy in Hawaii (00:25 ET); Atlanta Fed President Lockhart speaks on economy and financial markets in Atlanta (13:00 ET)
--Jeffrey Ham, Briefing.com

http://www.briefing.com/GeneralCont...vestor&ArticleId=NS20080201111411LookingAhead
 
I feel so much safer knowing these are out there! Where can I get one? Didn't mean to bust up you guys' party, it is a pretty serious situation for me right now tho. Not something I can really laugh about very hard.

My brother was weapons control (can't think of the right title for the job at the moment, it's been awhile), there in Norfolk, VA Beach for years. He wouldn't have dealt with one of these tho, he's been out for awhile and spent awhile later on in Great Lakes and SanDiego before he got out. Meanwhile, party on!
 
It is hard to find humor when you are at risk. It is easy for me to talk about firearms and weapons because of my rural background and military training. I have hunted since I was a kid but as I have grown older do not enjoy the killing as much as I enjoy the hunt. In hunting the killing does need to be done to keep the numbers down to maintain health animals.

Meth is a terrible problem in our area too. Missouri is one of the leading Meth producing States. Lots of Anhydrous Ammonia here used to produce corn.

Thursday they busted two guy making Meth in a retail store parking lot in the middle of town with a minor present. The had to shut down the store and call in HAZMAT to clean it up. Red Phosphorus can't be good for the body.

Get a 357 or larger pistol or a 12 gauge shotgun. Just the sound of a 12 being pumped in close quarters in enough to make some men pee down their legs. Especially when they already know they are in the wrong place.

Then go to the range and shot it until you arm hurts. Get to know the weapon inside and out. Take a fire arms safety and or self defense course. Get to know the laws in your State about self defense and firing a weapon in public.

I hope you never have to use it but it will give you a sense of security.
 
Hey Show-me;
Nice videos - who sings/what group is that last one?

Was wondering your perspective on Oscar's video. I think he's pretty good, generally. This time he missed (the day anyway), but I do have tendency to think the numbers he'd pressed may be pretty close. :worried:
I watched that one of his last night, & that along with, the "Calender" you posted both got me thinking, maybe market might make it until at most, Thursday, when something like at least a weak pull-back may occur (may be being too optimistic). Poolman's videos, and some others I've seen silmilar, are less ~predictive for the week ahead, some even suggest there could be more headroom. Following I found interesting: suggests "Leadership Stocks" may be "Pulling-up" broader market, personally I think this maybe true, but over longer-term... http://stocktiming.com/Friday-DailyMarketUpdate.htm (courtesy Vectorman from months ago)
PS, I found Tuesday's "Institutional chart" here, interesting too.

Last, a question, if I "discover" relevant financial links/similar finacial videos mind if I post these? Thought you, and others that read your work may also find useful. Its your thread though -which is why I'm asking. I'll limit off-topic posts-unless otherwise requested. (There's also the "Market Talk Weekly" thread (just wanting to know your preference).:)
VR

Interesting, seems we have very similar backgrounds growing up (I'm from south-central PA).
 
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Hessian,

The group is Creed. As far a posting in my thread, swing away. Everyone is welcome to post here.

Oscar is day trading most of the time. I use him as a reference and his short term analysis has been good. None hits a home run every day. One thing I recognize is that he does this for a living and seems to be living well. I don't consider him the Holy Grail but use his analysis to reinforce mine. I also use poolmans guy and alfatrend blogspot.

These guys are technical chart traders and I am kicking myself for not going with the technicals and using "stops are in emotions are out" for my trading. A solid bottom was put in and I identified it but got scared because of the ED and Earnings data coming out. I missed one hell of a bounce and need to reset for the next one.

I'm short in my Roth and F in my TSP waiting for the retest of the low. I do think there is more upside to this rally but the entry point is to risk at this point.
 
It is hard to find humor when you are at risk. It is easy for me to talk about firearms and weapons because of my rural background and military training. I have hunted since I was a kid but as I have grown older do not enjoy the killing as much as I enjoy the hunt. In hunting the killing does need to be done to keep the numbers down to maintain health animals.
I grew up semi-rural and in a hunting family, tho like you, dad and brother quit as they got older. I took a hunter safety course long long time ago, with a riflery class, to complement my wildlife biology curriculum. Enjoyed it quite a bit. I have no issues with responsible hunters or hunting in general, just with slob hunters ,some of whom I have witnessed in action herd shooting into a band of elk years ago. I was outraged and so was my hunting partner ( I was along for the ride and fresh air). We reported the slobs, they lost hunting priviledges for 5 years, should have been indefinite.

Also taken a shotgunning class through state game and fish a few years back. It's a blast shooting trap and skeet targets. It's not weapons so much that concern me, it's what I aim at. Ours is a mid-western farm/small town family too, but handguns not a part of family culture.

Meth is a terrible problem in our area too. Missouri is one of the leading Meth producing States. Lots of Anhydrous Ammonia here used to produce corn.
I live in major ag area as well. Easy to get hold of farm fertilizers. Had a meth lab in an abandoned trailer on rental property next door a few years back. Not for very long tho, fortunately.

Get a 357 or larger pistol or a 12 gauge shotgun. Just the sound of a 12 being pumped in close quarters in enough to make some men pee down their legs. Especially when they already know they are in the wrong place.
I was actually listening to you guys talk about the pros and cons of different pieces, thinking would help me figure out what I might consider. Easy to clean, I like that, Bullitt. My Nam vet neighbor has 357 he plans to use on the meth-head if he ever gets sight of him in his yard. I figured I could get him to help me get familiar with revolver whenever I decided to buy one. He may not be able to work or drive, but he can talk and think just fine.

Then go to the range and shot it until you arm hurts. Get to know the weapon inside and out. Take a fire arms safety and or self defense course. Get to know the laws in your State about self defense and firing a weapon in public.
That would be the plan once I decide to acquire something. Not sure we have an official range around here, might have to just go out with a friend and use pop cans.

I hope you never have to use it but it will give you a sense of security.[/
I'm up with that. Hoping the earlier measures I'm doing will reduce the odds of ever having to resort to something like that.
 
Auto and Truck sales below estimate. Most of the earnings this morning are coming in negative. Goggle is going to go after Microsoft and the STA has the week as being basically a nonevent.
 
Ultra light volume today but we did get a Bearish Harami or a inside day which signals a trend reversal. A conformation would be prefered at this point.

http://stockcharts.com/h-sc/ui?s=$SPX&p=D&yr=0&mn=3&dy=0&id=p26694867262


bearish_harami.jpg


BEARISH HARAMI
Recognition: A two candle pattern forming in an uptrending price pattern. The body of the first candle is the same color as the current trend and should be a long white candle. The body of the second candle is black and opens and closes within the body of the previous day's candle.
Pattern Psychology: After a strong uptrend the Bears step in and open the price lower than the previous day's close. The price finishes lower for the day and the Bulls are concerned and begin taking their profits.
 
Horrible number on ISM. ISM was released very early due to someone leaking the number to the Street. This is starting to look bad again.
 
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