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FA Notes Thursday October 28, 2010

October 28th, 2010

9:22 Japanese industrial production for September came in at -1.9% vs. -0.6% estimate. Link

6:58 FA updated jobless claims charts. Things are looking better for now. Link

6:46 MSFT – Microsoft sold $350M worth of the Halo Reach videogame in its first 16 days. Link

6:40 VXX – Barclays announces 1 for 4 reverse split of iPath S&P 500 VIX Short-Term Futures Exchange Traded Notes. Link

6:33 DECK – Deckers Outdoor reports Q3 earnings of $1.07 vs. 93c estimate and revenue of $277.9M vs. $265M estimate. The company guides Q4 earnings to 8% growth and revenue to 8% growth.

6:31 MSFT – Microsoft reports Q1 earnings of 62c vs. 55c estimate and revenue of $16.2B vs. $15.8B estimate.

6:29 VPRT – Vistaprint reports Q1 earnings of 36c vs. 31c estimate and revenue of $170.5M vs. $163.2M estimate. The company guides Q2 earnings to 69-80c vs. 74c estimate and revenue to $210-230M vs. $219M estimate.

6:28 EXPE – Expedia reports Q3 earnings of 66c vs. 58c estimate and revenue of $987.8M vs. $944M estimate.

6:24 CSTR – Coinstar reports Q3 earnings of 66c vs. 50c estimate and revenue of $380.2M vs. $381.8M estimate. The company guides Q4 to 79-85c vs. 76c estimate and revenue to $415-440M vs. $422.9M estimate. FY2011 guidance is $3.00-3.50 vs. $2.87 estimate and revenue of $1.8-1.95B vs. $1.8B estimate.

3:44 STX – Bloomberg reports KKR is considering leaving Seagate bidding group. Link

1:56 HAL – Bloomberg reports that Halliburton knew the seal was unstable in the weeks before the blow-out of the BP well. Link

1:53 Bright Side News says the Seagate buy-out deal broke down. Link

1:39 The latest AAII Investor Sentiment survey. Link

12:25 MCP REE – China decides to end rare earth embargo. Link

11:54 REMX – More details on the components of the rare earth ETF. Link

11:18 REMX – Rare earth ETF begins trading today. Link

11:16 The Fed bought $1.66B of treasuries maturing 2013 to 2014. Link

11:08 SVR – Carlyle Group acquires Syniverse Holdings for $31 a share.

8:55 Weekly jobless claims 434K vs. 455K estimate.

7:25 MOT – Motorola reports Q3 earnings of 16c vs. 11c estimate and revenue of $5.8B vs. $5.7B estimate. The company guides Q4 to 14-16c vs. 15c estimate.

6:58 NTDOY – Nintendo reports a net loss of $25M in the first half of its fiscal year (April-September) due to the strength of the yen and -34% revenue growth y/y.

6:45 Strayer Education reports Q3 earnings of $1.72 vs. $1.70 estimate and revenue of $147.6M vs. $145.9M estimate. The company guides Q4 earnings to $2.64-2.66 vs. $2.99 estimate and FY2011 earnings to $11.30-11.50 vs. $12.06 estimate.

6:16 POT – Potash reports Q3 earnings of $1.32 vs. $1.16 estimate and revenue of $1.57B vs. $1.31B estimate. The company guides FY2010 earnings to $5.75-6.00 vs. $5.62 estimate and FY2011 earnings to $8.00-8.75 vs. $7.99 estimate.

6:12 E Ink chairman says global sales of e-book readers to be 20-25 million units in 2011. Link

6:11 Taiwan notebook shipments to grow 3.3% in Q4 2010. Link

5:53 Fed asks dealers to estimate size and impact of QE purchases. Link


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