Thursday, January 22, 2009

Earnings - 21st & 22nd Jan 2009

Company

Ticker

Actual

First Call

Yr Ago

Yr. /Yr   Rev

Abbott Labs

ABT

1.06

1.06

0.93

10.10%

Northern Trust

NTRS

1.39

0.92

0.97

18.20%

Somanetics

SMTS

0.25

0.22

0.19

21.50%

Apple

AAPL

1.78

1.39

1.76

5.80%

Burl Nrth Santa Fe

BNI

1.79

1.74

1.46

3.00%

CNH Global

CNH

0.49

0.69

0.5

-10.20%

eBay

EBAY

0.41

0.39

0.45

-6.50%

F5 Networks

FFIV

0.4

0.4

0.21

7.40%

MTS Systems

MTSC

0.57

0.51

0.47

8.60%

Noble Corp

NE

1.59

1.48

1.35

9.50%

Baxter

BAX

0.91

0.89

0.74

4.10%

Columbus McKinnon

CMCO

0.54

0.41

0.53

12.90%

Exelon

EXC

1.07

1.03

1.02

-2.10%

ITT Educational

ESI

1.61

1.44

1.2

21.40%

Knight Capital Group

NITE

0.56

0.38

0.5

28.20%

Lockheed Martin

LMT

2.05

1.92

1.89

2.70%

Monro Muffler

MNRO

0.28

0.28

0.27

5.50%

Potash

POT

2.56

2.28

1.11

30.70%

Teledyne Tech

TDY

0.84

0.78

0.73

9.30%

Union Pacific

UNP

1.31

1.23

1.86

2.10%

UnitedHealth

UNH

0.78

0.78

0.92

9.40%

Canadian Natl Rail

CNI

1.21

1.01

1.68

13.30%

Cubist Pharma

CBST

0.71

0.52

0.16

53.30%

EZCORP

EZPW

0.35

0.34

0.29

14.50%

Google

GOOG

5.1

4.95

4.43

24.60%

Intuitive Surgical

ISRG

1.27

1.27

1.24

22.20%

NetScout Systems

NTCT

0.27

0.24

0.17

23.50%

Synaptics

SYNA

0.84

0.62

0.6

43.50%


I have only selected the ones that are performing well in this downturn. Such tickers scream higher on earning reports and are better shorts when there is panic in market. Furthermore, these recover the fastest from bottoms as well. 

From the list above, I like SYNA, EZPW, ESI, AAPL, NTRS, NTCT. Will follow up with trades on these later. 

Pankaj

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