Earnings Reports of Note this Week

Tuesday 10/9 Mosaic (MOS) - fertilizer (fund holding)
Quarter expected at $0.58
07 Year $2.80
08 Year $3.26

Wednesday 10/10 Monsanto (MON) - seeds/agriculture (not a fund holding)
Quarter expected at -$0.18
07 Year $1.98
08 Year $2.45

Friday 10/12 HDFC Bank (HDB) - bank/India (fund holding)
No quarterly numbers (either through Yahoo or Ameritrade that I could find)
07 Year $3.44
08 Year $4.52

Others of interest:
Monday 10/08 Yum Brands (YUM) - some read on international growth opportunities - KFC, Pizza Hut, etc

Wednesday 10/10 Costco (COST) - some read on higher end/middle end consumer - especially interested in future guidance

Wednesday 10/10 Ruby Tuesdays (RT) - some read on US consumer and inflation costs for food

Thursday 10/09 Pepsico (PEP) - same as YUM - should benefit from same drivers of international expansion

A pretty slow week, but things really pick up the following 2 weeks after.

Since Fed cut the stocks of main interest have run up:
MOS +17%
MON +16%
HDB +23%

Long Mosaic and HDFC Bank in fund; no personal positions