Earnings of Interest Mon-Tue

Almost done with this earnings season for the market as a whole... but quite hot and heavy week for fund holdings; major information overload coming Tuesday

**Monday

LDK Solar (LDK) - fund holding and one of the top 2 biggest losers since fund inception; already warned on revenue for next quarter due to China storm; but should still hit earnings. This name continues to befuddle me - as an arms merchant to an industry growing like a weed I'd assumed it would be doing better and better insulated than the PV panel makers. So far, so wrong. I have this down to a 0.8% position (well I took it down to 1.0% position and the market took care of the rest to push it down to 0.8%). As with all solar stocks, the potential to move +/- 30% depending on how happy daytrading speculators are with the results.

Nordstrom (JWN) - held this ever briefly in the fund and somehow made a profit. Like to keep an eye on this one to reflect the higher end consumer.

Silver Wheaton (SLW) - fund holding which is supposed to be going "up" when silver goes off to the races...

**Tuesday

BioMarin Pharmaceutical (BMRN) - a few readers have pointed out this biotech name, so I'll start keeping an eye out

Homex (HMX) - Mexican home builder we held briefly this fall; has been building a base for a year, and showing some nice relative strength of late.

Foster Wheeler (FWLT) - former #1 holding in the fund and still my favorite infrastructure stock; recently pushed this back up to 3% of fund which is the opposite of what I normally do into earnings (which is reduce exposure). This strategy is something I did only in 1 other sector (fertilizer) so we'll see how it works out.

Frontier Oil (FTO) - chart is still in trouble but this former holding, is the one refiner who was able to put out a very nice quarter last time around despite tremendous head winds. Just hard to get behind these guys at crude $100, unless gasoline starts selling for $3.75 a gallon.

Home Depot (HD) - this stock should be singing with that "shortage of homes" we're going to be experiencing by the end of 2008 (ahem)

KBR (KBR) - another infrastructure stock which took OFF late last week - I am underexposed to this name and will probably try to add a bit Monday morning if the stock does not blast off on bond bailout Kool Aid rally.

Macys (M) - see Nordstrom; they've already laid the axe down on people....

Perini (PCR) - a NON global infrastructure name and former holding; expectations are so low perhaps it will lead to some surprise

Quicksilver Resources (KWK), Range Resources (RRC) - maybe I can get an explanation on why natural gas is so sexy again :)

Target (TGT) - important retail tell for mass market