SubscribeKey Earnings for The Week Ahead – Here We Go!
April 16, 2012
It is going to be a really big show…91 of the 500 companies in the S&P 500 are ready to report this week. Along with a heavy week of economic reports, this is one of the most important weeks as it could set the tone for the earnings season ahead.
Obviously, it will be important to see just how well companies did in light of severely lowered expectations, but the outlook will be the real focus by analysts and investors. Some of the tailwinds are now beginning to Read more
Lululemon (LULU) Earnings Follow-Up
March 22, 2012
Early this morning, prior to the announcement by LULU, we published a TPR Earnings report.
Here was our take:
Lululemon tends to surprise to the upside most times on EPS and revenue. At any sign of a miss, we could quickly rule out getting long this position and we could look to get short. There is not a whole lot of volume support to the downside on this position so it could move down rather violently.
However, with LULU’s track record, it is very possible to see a nice beat and a move higher in the security. We will be looking for greater than $0.58 on EPS, $387 Million of sales and positive forward-looking guidance in order to get long in Read more
Lululemon (LULU) Pre-Earnings Report
March 22, 2012
TPR Pre-Earnings Report: Lululemon (LULU)
Lululemon (LULU) will be reporting on Thursday, March 22. The TPR Report:
Here is our take:
Lululemon tends to surprise to the upside most times on EPS and revenue. At any sign of a miss, we could quickly rule out getting long this position and we could look to get short. There is not a whole lot of volume support to the downside on this position so it could move down rather violently.
more…
READ THE FULL RESEARCH HERE
TPR Earnings Preview: Salesforce.com (CRM) – Sneak Peek
February 23, 2012
General Commentary and what to watch for:
Salesforce.com (CRM) is expected to report earnings on 2/23/2012 after the close. The consensus of the 42 analysts is currently at a strong buy rating. On average, over the past 4 weeks and 3 months, analysts have been increasing their outlook on the security prior to earnings. For this quarter’s earnings report, analysts will be looking for EPS of $0.40 and revenue of $624.09 million. Company guidance will also be a key issue as analysts are expecting next quarter’s EPS and revenue of $0.36 per share and $663.50 million respectively.
For this particular earnings report, we will be looking to play the outsides. CRM tends to have quite a bit volatility after earnings and there will be plenty of liquidity. It will be much easier to take a position to the Read more
Earnings Season Preview: Company Guidance :-(
January 4, 2012
The number of companies in the Standard & Poor’s 500 index that have made downward profit revisions is at a level not seen since the 2001 economic recession, making sell-side analyst projections look rosy. There were 96 instances where companies revised Read more
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