Saturday, May 26, 2012

Weekend Barron's Highlights - Weekly Calender

(TJX) Barron's(5/28) A Return Visit To Earlier Stories: Why TJX Will Stay In Style
(KO) Barron's(5/28) Weekday Trader: Coke Is Still It
(INTC) Barron's(5/28) Why Intel Deserves Another Look 

Economists expect May nonfarm payrolls to rise about 150,000. At the
margins, "you can get a pretty big market reaction" in the 10-year, which yields
about 1.7%. Indeed, if payrolls rise by just 50,000, chances for QE III rise to
80 or 90%, from current even odds.
   
                         Coming Earnings

 Day                    Quarter  Consensus   Year   Ticker
                                  Estimate    Ago
M
Jos (A.) Bk Clothrs       1Q       $0.61    $0.64    JOSB
T
EnerSys                   4Q        0.91     0.75    ENS
Sanderson Farms           2Q        0.95    -0.56    SAFM
W
Corvel                    4Q        0.00             CRVL
Daktronics                4Q        0.03     0.07    DAKT
NCI Building Systems      2Q       -0.39    -0.51    NCS
Coldwater Creek           1Q       -0.20    -0.32    CWTR
Th
Esterline Tech            2Q        1.30     1.50    ESL
Joy Global                2Q        1.95     1.52    JOY
Ascena Retail             3Q        0.36     0.33    ASNA
Movado Grp                1Q        0.24     0.02    MOV
SAIC                      1Q        0.33     0.36    SAI
Ciena                     2Q       -0.03    -0.24    CIEN


Economic Calander

T   10:00   May Consumer Confidence                69.5         69.2
Th   8:30   Q1 GDP (p)                              1.9%         2.2%
     9:45   May Chicago PMI                        56.9         56.2
F    8:30   May Nonfarm Payrolls                  150,000      115,000
     8:30   May Unemployment Rate                   8.1%         8.1%
     8:30   April Personal Income                   0.3%         0.4%
     8:30   April Consumption                       0.3%         0.3%
    10:00   April Construction Spending             0.4%         0.1%
    10:00   May ISM Index                          53.8         54.8

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