This Week’s Earnings: The Good, The Bad and the Ugly

by Louis Navellier | February 12, 2013 10:00 am

Make no mistake: This earnings season, we’ve seen some powerful results so far. Of the 340 or so S&P 500 companies that have reported so far, 67% have topped analyst earnings estimates and 64% have beaten sales estimates.

But I expect the second half to be much choppier than the first. What usually happens with earnings season is that the stronger earnings announcements come out early and the weaker announcements are saved for last. And with a fresh wave of small- and mid-cap companies kicking off this week, I expect the market to become pretty bumpy in a matter of days.

To prepare for this, let’s preview some of the biggest earnings announcements coming at us this week. I’ll provide what the analyst community’s expectations are for each stock plus my take on whether the upcoming earnings announcement is a buying opportunity.

The Good

Ticker Company Earnings Date Forecast Sales Forecast Earnings My Take
CAB[1] Cabela’s Thursday 9% 14% Buy[2]
CAR[3] Avis Wednesday 0% 50% Buy[4]
CLWR[5] Clearwire Tuesday -13% 73% Buy[6]
CMCSA[7] Comcast Wednesday 6% 13% Strong Buy[8]
CPB[9] Campbell Soup Friday 10% 3% Buy[10]
DF[11] Dean Foods Wednesday 2% 11% Buy[12]
DPS[13] Dr Pepper Snapple Wednesday 2% 4% Buy[14]
DTV[15] Directv Thursday 8% 11% Buy[16]
KO[17] Coca-Cola Tuesday 5% 13% Buy[18]
KORS[19] Michael Kors Tuesday 45% 105% Buy[18]
LGF[20] Lions Gate Monday 119% 1700% Strong Buy[21]
MORN[22] Morningstar Wednesday 1% 2% Buy[23]
PEP[24] PepsiCo Thursday 1% -9% Buy[25]
RAI[26] Reynolds American Tuesday -1% 1% Buy[27]
RAX[28] Rackspace Tuesday 26% 22% Buy[29]
SJM[30] J.M. Smucker Friday 6% 14% Buy[31]
TRI[32] Thompson Reuters Wednesday 1% 2% Buy[33]
TRIP[34] TripAdvisor Wednesday 21% 17% Buy[35]
VAL[36] Valspar Tuesday 4% 8% Buy[37]
WFM[38] Whole Foods Wednesday 14% 19% Buy[39]

The Bad

Ticker Company Earnings Date Forecast Sales Forecast Earnings My Take
CSCO[40] Cisco Wednesday 5% 2% Hold[41]
DE[42] Deere Wednesday 10% 8% Hold[43]
FOSL[44] Fossil Tuesday 12% 21% Hold[45]
GM[46] General Motors Thursday 3% 31% Hold[47]
GNC[48] GNC Thursday 13% 31% Hold[49]
MDLZ[50] Mondelez Wednesday -34% -33% Hold[51]
MHP[52] McGraw-Hill Tuesday 6% 14% Hold[53]
SAVE[54] Spirit Airlines Tuesday 21% -24% Hold[55]
SKX[56] Skechers Wednesday 19% 72% Hold[57]
WM[58] Waste Management Thursday 1% 0% Hold[59]
Z[60] Zillow Wednesday 58% -100% Hold[61]

The Ugly

CGNXNVDA

Ticker Company Earnings Date Forecast Sales Forecast Earnings My Take
AMAT[62] Applied Materials Wednesday -30% -83% Sell[63]
ANGI[64] Angie’s List Wednesday 66% 86% Sell[65]
AVP[66] Avon Tuesday -2% -31% Sell[67]
BBW[68] Build-A-Bear Thursday -2% -9% Strong Sell[69]
BWLD[70] Buffalo Wild Wings Tuesday 32% 30% Sell[71]
DAVE[72] Famous Dave’s Wednesday -1% -33% Sell[73]
GT[74] Goodyear Tire Tuesday -6% 567% Sell[75]
H[76] Hyatt Wednesday 4% -61% Sell[77]
NTAP[78] NetApp Wednesday 4% -3% Sell[79]
OWW[80] Orbitz Thursday 4% 75% Sell[81]
STRA[82] Strayer Thursday -7% 37% Strong Sell[83]
WTW[84] Weight Watchers Wednesday -1% 1% Sell[85]
WU[86] Western Union Tuesday -2% -10% Sell[87]
ZIP[88] Zipcar Friday 11% -33% Sell[89]

In addition to earnings announcements, lately we’ve seen a barrage of new mergers and acquisitions deals that will affect several industry leaders and present new profit opportunities. I’ll have the full details on the latest “buyout buzz” on Wall Street in tomorrow’s daily blog.

Endnotes:
  1. CAB: http://studio-5.financialcontent.com/investplace/quote?Symbol=CAB
  2. Buy: http://navelliergrowth.investorplace.com/portfolio-grader/stock-report.html?t=CAB
  3. CAR: http://studio-5.financialcontent.com/investplace/quote?Symbol=CAR
  4. Buy: http://navelliergrowth.investorplace.com/portfolio-grader/stock-report.html?t=CAR
  5. CLWR: http://studio-5.financialcontent.com/investplace/quote?Symbol=CLWR
  6. Buy: http://navelliergrowth.investorplace.com/portfolio-grader/stock-report.html?t=CLWR
  7. CMCSA: http://studio-5.financialcontent.com/investplace/quote?Symbol=CMCSA
  8. Strong Buy: http://navelliergrowth.investorplace.com/portfolio-grader/stock-report.html?t=CMCSA
  9. CPB: http://studio-5.financialcontent.com/investplace/quote?Symbol=CPB
  10. Buy: http://navelliergrowth.investorplace.com/portfolio-grader/stock-report.html?t=CPB
  11. DF: http://studio-5.financialcontent.com/investplace/quote?Symbol=DF
  12. Buy: http://navelliergrowth.investorplace.com/portfolio-grader/stock-report.html?t=DF
  13. DPS: http://studio-5.financialcontent.com/investplace/quote?Symbol=DPS
  14. Buy: http://navelliergrowth.investorplace.com/portfolio-grader/stock-report.html?t=DPS
  15. DTV: http://studio-5.financialcontent.com/investplace/quote?Symbol=DTV
  16. Buy: http://navelliergrowth.investorplace.com/portfolio-grader/stock-report.html?t=DTV
  17. KO: http://studio-5.financialcontent.com/investplace/quote?Symbol=KO
  18. Buy: http://navelliergrowth.investorplace.com/portfolio-grader/stock-report.html?t=KORS
  19. KORS: http://studio-5.financialcontent.com/investplace/quote?Symbol=KORS
  20. LGF: http://studio-5.financialcontent.com/investplace/quote?Symbol=LGF
  21. Strong Buy: http://navelliergrowth.investorplace.com/portfolio-grader/stock-report.html?t=LGF
  22. MORN: http://studio-5.financialcontent.com/investplace/quote?Symbol=MORN
  23. Buy: http://navelliergrowth.investorplace.com/portfolio-grader/stock-report.html?t=MORN
  24. PEP: http://studio-5.financialcontent.com/investplace/quote?Symbol=PEP
  25. Buy: http://navelliergrowth.investorplace.com/portfolio-grader/stock-report.html?t=PEP
  26. RAI: http://studio-5.financialcontent.com/investplace/quote?Symbol=RAI
  27. Buy: http://navelliergrowth.investorplace.com/portfolio-grader/stock-report.html?t=RAI
  28. RAX: http://studio-5.financialcontent.com/investplace/quote?Symbol=RAX
  29. Buy: http://navelliergrowth.investorplace.com/portfolio-grader/stock-report.html?t=RAX
  30. SJM: http://studio-5.financialcontent.com/investplace/quote?Symbol=SJM
  31. Buy: http://navelliergrowth.investorplace.com/portfolio-grader/stock-report.html?t=SJM
  32. TRI: http://studio-5.financialcontent.com/investplace/quote?Symbol=TRI
  33. Buy: http://navelliergrowth.investorplace.com/portfolio-grader/stock-report.html?t=TRI
  34. TRIP: http://studio-5.financialcontent.com/investplace/quote?Symbol=TRIP
  35. Buy: http://navelliergrowth.investorplace.com/portfolio-grader/stock-report.html?t=TRIP
  36. VAL: http://studio-5.financialcontent.com/investplace/quote?Symbol=VAL
  37. Buy: http://navelliergrowth.investorplace.com/portfolio-grader/stock-report.html?t=VAL
  38. WFM: http://studio-5.financialcontent.com/investplace/quote?Symbol=WFM
  39. Buy: http://navelliergrowth.investorplace.com/portfolio-grader/stock-report.html?t=WFM
  40. CSCO: http://studio-5.financialcontent.com/investplace/quote?Symbol=CSCO
  41. Hold: http://navelliergrowth.investorplace.com/portfolio-grader/stock-report.html?t=CSCO
  42. DE: http://studio-5.financialcontent.com/investplace/quote?Symbol=DE
  43. Hold: http://navelliergrowth.investorplace.com/portfolio-grader/stock-report.html?t=DE
  44. FOSL: http://studio-5.financialcontent.com/investplace/quote?Symbol=FOSL
  45. Hold: http://navelliergrowth.investorplace.com/portfolio-grader/stock-report.html?t=FOSL
  46. GM: http://studio-5.financialcontent.com/investplace/quote?Symbol=GM
  47. Hold: http://navelliergrowth.investorplace.com/portfolio-grader/stock-report.html?t=GM
  48. GNC: http://studio-5.financialcontent.com/investplace/quote?Symbol=GNC
  49. Hold: http://navelliergrowth.investorplace.com/portfolio-grader/stock-report.html?t=GNC
  50. MDLZ: http://studio-5.financialcontent.com/investplace/quote?Symbol=MDLZ
  51. Hold: http://navelliergrowth.investorplace.com/portfolio-grader/stock-report.html?t=MDLZ
  52. MHP: http://studio-5.financialcontent.com/investplace/quote?Symbol=MHP
  53. Hold: http://navelliergrowth.investorplace.com/portfolio-grader/stock-report.html?t=MHP
  54. SAVE: http://studio-5.financialcontent.com/investplace/quote?Symbol=SAVE
  55. Hold: http://navelliergrowth.investorplace.com/portfolio-grader/stock-report.html?t=SAVE
  56. SKX: http://studio-5.financialcontent.com/investplace/quote?Symbol=SKX
  57. Hold: http://navelliergrowth.investorplace.com/portfolio-grader/stock-report.html?t=SKX
  58. WM: http://studio-5.financialcontent.com/investplace/quote?Symbol=WM
  59. Hold: http://navelliergrowth.investorplace.com/portfolio-grader/stock-report.html?t=WM
  60. Z: http://studio-5.financialcontent.com/investplace/quote?Symbol=Z
  61. Hold: http://navelliergrowth.investorplace.com/portfolio-grader/stock-report.html?t=Z
  62. AMAT: http://studio-5.financialcontent.com/investplace/quote?Symbol=AMAT
  63. Sell: http://navelliergrowth.investorplace.com/portfolio-grader/stock-report.html?t=AMAT
  64. ANGI: http://studio-5.financialcontent.com/investplace/quote?Symbol=ANGI
  65. Sell: http://navelliergrowth.investorplace.com/portfolio-grader/stock-report.html?t=ANGI
  66. AVP: http://studio-5.financialcontent.com/investplace/quote?Symbol=AVP
  67. Sell: http://navelliergrowth.investorplace.com/portfolio-grader/stock-report.html?t=AVP
  68. BBW: http://studio-5.financialcontent.com/investplace/quote?Symbol=BBW
  69. Strong Sell: http://navelliergrowth.investorplace.com/portfolio-grader/stock-report.html?t=BBW
  70. BWLD: http://studio-5.financialcontent.com/investplace/quote?Symbol=BWLD
  71. Sell: http://navelliergrowth.investorplace.com/portfolio-grader/stock-report.html?t=BWLD
  72. DAVE: http://studio-5.financialcontent.com/investplace/quote?Symbol=DAVE
  73. Sell: http://navelliergrowth.investorplace.com/portfolio-grader/stock-report.html?t=DAVE
  74. GT: http://studio-5.financialcontent.com/investplace/quote?Symbol=GT
  75. Sell: http://navelliergrowth.investorplace.com/portfolio-grader/stock-report.html?t=GT
  76. H: http://studio-5.financialcontent.com/investplace/quote?Symbol=H
  77. Sell: http://navelliergrowth.investorplace.com/portfolio-grader/stock-report.html?t=H
  78. NTAP: http://studio-5.financialcontent.com/investplace/quote?Symbol=NTAP
  79. Sell: http://navelliergrowth.investorplace.com/portfolio-grader/stock-report.html?t=NTAP
  80. OWW: http://studio-5.financialcontent.com/investplace/quote?Symbol=OWW
  81. Sell: http://navelliergrowth.investorplace.com/portfolio-grader/stock-report.html?t=OWW
  82. STRA: http://studio-5.financialcontent.com/investplace/quote?Symbol=STRA
  83. Strong Sell: http://navelliergrowth.investorplace.com/portfolio-grader/stock-report.html?t=STRA
  84. WTW: http://studio-5.financialcontent.com/investplace/quote?Symbol=WTW
  85. Sell: http://navelliergrowth.investorplace.com/portfolio-grader/stock-report.html?t=WTW
  86. WU: http://studio-5.financialcontent.com/investplace/quote?Symbol=WU
  87. Sell: http://navelliergrowth.investorplace.com/portfolio-grader/stock-report.html?t=WU
  88. ZIP: http://studio-5.financialcontent.com/investplace/quote?Symbol=ZIP
  89. Sell: http://navelliergrowth.investorplace.com/portfolio-grader/stock-report.html?t=ZIP

Source URL: http://investorplace.com/2013/02/this-weeks-earnings-the-good-the-bad-and-the-ugly-cab-car-clwr-cmcsa-cpb/
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