Tuesday, October 23, 2007

Earnings of Note for Tomorrow

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A relatively quiet day tomorrow but Thursday is just jam packed with interesting names, both in the fund and out.

For tomorrow -

Companies that will weight on indexes: Boeing (BA), VMWare (VMW)

Fund holdings
  1. Oil Services: Core Laboratories (CLB), National Oilwell Varco (NOV) - will be interesting to see how the market treats them. Just about everything energy related has been selling off notwithstanding today's nice bounce. So if the stocks are treated differently as far less cyclical companies, or if they just get thrown out with the 'energy' sector will be of interest.
  2. Freeport McMoran Copper & Gold (FCX) - will be interested to see what this company has to say about the copper picture which has been showing weakness the past month.
Past fund holding, that I'd like to get back in the future: CME Group (CME) - with the volatility in the markets in August I expect they had a heck of a quarter.

Long Core Laboratories, National Oilwell Varco, Freeport McMoran Copper & Gold in fund; no personal positions

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