Miles J. Stoner, @StockHollywood

Dallas, Texas

8.07.2012

Aug 8. Wed. "Action"

DF - likely pushes towards 17 or 17.5 area, before overhead short. E/r beat.
ESRX - 60.69 is highs from 4 years back, 60 had an algo buying ah's. I'd be looking short though, but they did set guidance above.
PCLN - big move down from miss and outtlook miss. Stocks prolly needs to drop more before value comes in.
STX - set new 52's but I like the short. bad e/r, bad guidance, competition is coming back and tech this is a rough double top, they've had problems with this 14b mkt cap as well.
CREE - beat but guided below. on radar.
Z - sold off, but I'ma fan of this site, I like the long after this sell off is over.

WEDNESDAY, Aug. 8

Extended-Hours Earnings: AH, AFFY, ALXA, MDRX, AFAM, AMRN, AETI, APEI, AINV, ATO, AVNR, BIOD, CELL, BWEN, CBRX, CSC, DF, DISH, HILL, DBLE, EGLE, SATS, EDMC, FSYS, GHDS, GIGA, GTXI, HNSN, HLYS, PODD, IPAR, INTL, JACK, LAMR, LGND, LIOX, LMIA, M, MCZ, WFR, MOLX, MNST, NWSA, NOAH, NUAN, OWW, PRXL, PDFS, PRST, RAH, RL, RNWK, RST, SLXP, SATC, SVNT, SCLN, SGEN, SGI, SKYW, SODA, SPPI, SDIX, SPWR, SUSS, SYMM, TEAR, TXCC, VQ, VIMC, VITC, WD, ZIPR, ZGNX.

Economic Data: 8:30 a.m. Productivity; 10:30 a.m. Crude Inventories.

THURSDAY, Aug. 9

Extended-Hours Earnings: JOBS, SVN, AXAS, ACCO, AAP, ASYS, ARRY, ARNA, BYI, BDC, BDSI, BIOF, EPAY, EAT, BRKS, BSQR, CPST, CFN, CECE, FUN, CDTI, CDXS, CBMX, CMLS, DV, DGIT, RDEN, EMAN, ELX, GNVC, HIMX, INWK, JRCC, JSDA, KSS, KOP, LUNA, MDVN, MNTG, NABI, NKTR, NCT, JWN, NVDA, ZEUS, OMG, ORBT, OSIS, PFSW, QTWW, RRGB, RENT, SMG, SSNC, CIGX, SNSS, SCON, WEN, USPH, VPHM, WIN, RNIN, YONG, HOGS.

Economic Data: 8:30 a.m. Initial Claims; Trade Balance; 10 a.m. Wholesale Inventories.

FRIDAY, Aug. 10

Extended-Hours Earnings: CLDX, CXDC, HAR, HZNP, JCP, RTK, URRE.

Economic Data: 8:30 a.m. Import/Export Prices; 2 p.m. Treasury Budget