Sunday, October 14, 2007

Earnings of Interest Mon/Tue

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Due to the flood of earnings coming I will limit the focus on the next 48 hours to see what should be of interest.

Gmarket (GMKT) was supposed to report Monday but apparently their earnings came out Friday morning so I have to go take a closer look.

Monday
Citigroup (C) - kitchen sink quarter comes out in the open, will it be the first of a few "appliance" quarters? Will Prince be shown the door?

New Oriental Education (EDU) - current fund holding. Very expensive "China" stock but expect this company to continue to deliver strong growth

Tuesday
Intel (INTC)/ IBM (IBM) - large tech/tech service bellweathers - I would expect both to continue the path of "great international sales"

POSCO (PKX) / Steel Dynamics (STLD) - some insight on domestic and Asian steel business

Yahoo (YHOO) - one of the internet bellweathers but a dog of late - any good news could help psychology on the stock

Long Gmarket, New Oriental Education in fund; no personal positions

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