7.30.2012

July 31 - Tues. "Permanent"

CRUS - beat on e/r and ran, long tomorrow. I'd buy the dip <34, they prolly try to support it, this is a former runner, I've seen it take 18% ah's gains and turn into 30%+. I'll be long.
STX - e/r miss, could be a chop fest tomorrow, looks like they didn't know how to digest what they were reading.  More inclined to long it, even though the miss.
NVAX - finally broke out at 2.2, looking for cont-.
SWHC - broke out then, pulled back to support and held, should push higher (swing idea though).
SRPT - eying for short bias. 10 failure.

TUESDAY, July 31
Extended-Hours Earnings: ACOR, AET, AFFX, ALL, ACAS, ADM, ATML, AUXL, RATE, BGFV, BMC, BBOX, BRKR, CECO, CSCD, COH, CPTS, CNW, CRAY, CMI, DENN, DRIV, DIN, DISCA, DWA, BOOM, EA, ETR, EPIQ, EXLS, FALC, FARO, FMC, FWLT, GNW, GUID, HBI, HW, HSII, IPXL, ININ, IVAC, IRIS, JLL, KLIC, LCAV, LXRX, LIFE, LQDT, NAVR, NBIX, NI, NVMI, OCLR, OKE, OKS, PZZA, PCTI, PEET, PFE, QUIK, RLOC, REV, SIMG, FIRE, CODE, SPRT, TTWO, THRX, TRLG, TRW, TYC, ULTI, X, UXM, ECOL, VLO, WTS, WWWW, WBMD, ZBRA.
Economic Data: 8:30 a.m. Person Spending/Income; PCE Prices; Employment Cost Index; 9 a.m. Case-Shiller 20-City Index; 9:45 a.m. Chicago PMI; 10 a.m. Consumer Confidence.
WEDNESDAY, Aug. 1
Extended-Hours Earnings: AMT, ANIK, ADP, CAR, AVP, AXTI, BMRN, CKEC, CAVM, CBEY, CETV, CENT, CCO, SCOR, CYBE, DVA, DWSN, DVN, D, DM, FSLR, FORM, GRMN, GNK, HOG, HTCO, NSIT, JCOM, ITRI, IPI, JMBA, JOUT, LF, LFUS, LPSN, MANT, MASI, MA, MEAS, MDAS, MET, MUR, OIIM, ONXX, PRAA, POZN, PRU, RRD, SMSI, SPTN, SSYS, SNCR, SRDX, SAM, HIG, TWX, UNTD, UNM, VICL, VG, WTW, WMB, WMGI, YELP.
Economic Data: 7 a.m. MBA Mortgage Index; 8:15 a.m. ADP Employment Change; 10 a.m. ISM Index; Construction Spending; 10:30 a.m. Crude Inventories; 2 p.m. Auto/Truck Sales; 2:15 p.m. FOMC Rate Decision.
THURSDAY, Aug. 2
Extended-Hours Earnings: ABMD, ACTV, ATVI, BIRT, AIRM, AGNC, ASEI, AIG, APA, ARIA, ARQL, ABTL, AVEO, ACLS, BDX, BCRX, NILE, BODY, CADX, CBS (CBS:$33.635,0$0.065,00.19%) , CERS, CI, CRIS, DTV, DUK, ELNK, BAGL, EXEL, FLR, GM, GLUU, HEES, HSIC, ICFI, INCY, ISSC, K, KOG, KFT, KTOS, LEA, LLNW, LNKD, MAIN, MCHP, MVIS, MCP, MOVE, MSCI, MTSC, MFLX, OMX, ONNN, ORCC, OPEN, PKD, PDLI, PRFT, PTIX, PKI, PBI, RGEN, REXI, RSTI, ROVI (ROVI:$13.06,00$-0.17,00-1.28%) , SKUL, SYNA, SNTA, ANDE, CLX, TWC, ULBI, VCLK, VNDA, ZAGG, ZIP.
Economic Data: 7:30 a.m. Challenger Job Cuts; 8:30 a.m. Initial Claims; 10 a.m. Factor Orders.
FRIDAY, Aug. 3
Extended-Hours Earnings: LNT, BZH, XLS, XIDEFSS, IT, HNT, IMGN, ITT, NYX, PG, WPO, WCRX.
Economic Data: 8:30 a.m. Unemployment Rate/Payrolls Data; 10 a.m. ISM Services.