by Jon Markman | July 8, 2014 2:14 pm
With several major Q2 corporate reports set for release this week, earnings season has come back into focus. The notable releases start with Alcoa (AA) this evening and Wells Fargo (WFC) on Friday, with the pace picking up next week.
The financial media are discussing the potential for upside risk to earnings, with Reuters highlighting recent strength in economic data and a positive skew to guidance. In other words, some pundits believe that investors are not optimistic enough going into earnings, and they will be caught flat-footed by not being exposed to enough risk.
Going into the rest of the week, I expect risk-taking to come back in a big way, led by the small-caps. One I like right now is A10 Technology (ATEN). Shares of the app delivery control company slipped on Monday, but are still doing fine since I recommended them in late June. Its service is crucial to companies like Netflix (NFLX), so ATEN should have a very bright future ahead.
Jon Markman operates the investment firm Markman Capital Insights. He also offers a daily trading advisory service, Trader’s Advantage, and CounterPoint Options, a service that helps individual traders make steady, consistent profits with volatility-related instruments.
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