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Monday will not be a very busy day in terms of earnings for most investors. We expect to see earnings on several mid-sized stocks; the following in particular caught my eye. These are the biggest ones offering the most liquid markets to profit from. If you own these names or are looking to buy before the release, you may want to think about protecting from the downside in case of a miss through options. Just as important, if you are considering writing options due to the "unusual" premium, know that the price may have a very fast and far move after each company reports.

I am including some of the key numbers that I believe should be looked at before investing into earnings. The numbers are only as good as the sources. Many of the ADRs that are relatively new provide a special challenge that can be very time consuming to figure out the "best" number. Chinese ADRs that are new seem to be especially prone to conflicts with Reuters, EDGAR Online, and other sources.

I use a proprietary blend of technical analysis, financial crowd behavior, and fundamentals in my short-term trades, and while not totally the same in longer swing trades to investments, the concepts used are similar. You may want to use this article as a starting point of your own research with your financial planner. I use Seeking Alpha, Edgar Online, Goggle Finance, MSN Money, cnbc.com, Zacks and Yahoo Finance for most of my data and do not always double check it with the SEC filings. I use earnings.com for my list of symbols. The following is the "confirmed" symbols that I believe to be of the most interest. I also include some that are not "confirmed" but are "proposed" for the same day.

Duoyuan Global Water Inc. (DGW) is a $95.59 million market cap company. Duoyuan is a China-based domestic water treatment equipment supplier. Its product offerings address steps in the water treatment process, such as filtration, water softening, water-sediment separation, aeration, disinfection and reverse osmosis. The company offers a set of more than 90 complementary products across three product categories: Circulating water treatment equipment, water purification equipment and wastewater treatment equipment. DGW was founded in 1992 and is headquartered in Beijing, the People's Republic of China.

The current trailing 12 months (ttm) P/E ratio is 2.639 and the forward P/E ratio is 2.77. DGW has a price to book ratio (ttm) of 7.02 and a price to sales ratio of 11.56. In the last month DGW has moved in price 0%, with a one-year ago change of -80.81%. Comparing to the S&P500 price change, DGW's performance is 2.35% vs. the S&P 500 from a month ago, and the one year difference is -84.35% vs. S&P 500 price change.

The annual growth rate of revenue is 0.977%. The last fiscal year had accounts receivable to sales percentage of 0.2524% compared to the same period a year earlier of 0.2322%.

Beyond the aforementioned numbers, investors should consider other key figures. DGW has falling revenue year-over-year (yoy) of $114.75 million for 2010 vs. $86.87 million for 2009. DGW bottom line has falling earnings year-over-year (yoy) of $17.14 million for 2010 vs. $19.61 million for 2009, and rising EBIT year-over-year (yoy) of $27.56 million for 2010 vs. $25.89 million for 2009. Lower revenue, along with a drop in earnings, is often one of the last signs to get out of the way of a falling stock price. Absent a turn in the top line results in step with the bottom line, it will be difficult to realize an oversized gain.
Be sure to manage your risk and make sure your stop-loss is in place in case of the stock falling after this next earnings release. DGW absent a very impressive release appears to be more of a portfolio "widow maker" than an investment I would want to get involved with.

Renren Inc. (RENN) is a $4.84 billion market cap company. RENN, formerly Oak Pacific Interative, is a social networking Internet platform in China. Renren generates revenues from online advertising and Internet value-added services. The company's platform enables its users to connect and communicate with each other, share information and user-generated content, play online games, listen to music, shop for deals and a range of other services. Its platform includes Renren.com, Game.renren.com, Nuomi.com and Jingwei.com. The company is also a developer and operator of web-based games and offers the games through game.renren.com. Renren.com is the company’s primary social networking website in China. Game.renren.com is its online games center. Nuomi.com is Renren’s social commerce site in China. Nuomi.com is a independent new business of Oak Pacific Interactive Co. that offers a daily deal on the local services and cultural events.

The company was founded in 2002 and is headquartered in Beijing, China. The last fiscal year had accounts receivable to sales percentage of 0.1674% compared to the same period a year earlier of 0.3076%.

Beyond the aforementioned numbers, investors should consider other key figures. RENN has rising revenue year-over-year (yoy) of $76.54 million for 2010 vs. $46.68 million for 2009. RENN bottom line has falling earnings year-over-year (yoy) of $-64.16 million for 2010 vs. $-70.12 million for 2009, and rising EBIT year-over-year (yoy) of $7.68 million for 2010 vs. $-2.73 million for 2009. When profits are not moving in the same direction as revenue, I will normally let revenue be my guide. The bottom line is easier to "adjust" than the top line. Be sure to keep an eye on margins. This new IPO is another example of an ADR that is tough to get locked down in terms of financial numbers. So far the stock has been headed in one direction, which I believe makes it pretty clear if this is a good investment or not.

Longtop Financial Technologies Ltd (LFT) is a $1.08 billion market cap company. LFT, together with its subsidiaries, provides a range of software solutions and services to the financial institutions in the People’s Republic of China, including the development, licensing and support of software solutions, the provision of maintenance, support, and other services, and system integration services related to the procurement and sale of third party hardware and software. The software solutions provided by the company are classified into four categories: Channel, business, management and business intelligence. The company also provides other services, such as automated teller machine maintenance, system integration and other information technology and technology-related services, to its clients.

The company, formerly known as Latest New Technology Limited, was founded in 1996 and is based in Beijing, China. The forward P/E ratio is 10.46. LFT has a price to book ratio (ttm) of 3.63 and a price to sales ratio of 10.51. In the last month LFT has moved in price -14.88%, with a one year ago change of -45.21%. Comparing to the S&P500 price change, LFT's performance is -12.88% vs. the S&P 500 from a month ago, and the one year difference is -55.31% vs. S&P 500 price change. The last fiscal year had accounts receivable to sales percentage of 0.3879% compared to the same period a year earlier of 0.2809%.

Beyond the aforementioned numbers, investors should consider other key figures. LFT has rising revenue year-over-year (yoy) of $169.06 million for 2010 vs. $106.3 million for 2009. LFT bottom line has rising earnings year-over-year (yoy) of $59.09 million for 2010 vs. $43.47 million for 2009, and rising EBIT year-over-year (yoy) of $60.56 million for 2010 vs. $44.39 million for 2009. Rising revenue along with rising earnings is a very good sign and what we want to see with our companies.

Be sure to check the margins to make sure that the bottom line is keeping up with the top line. What we don't want to see are lawsuits filling up the news about a stock, and the price to be in a near-freefall. This is the third symbol that should be reporting on this day and I didn't see a change, but it could have been missed in the sea of lawsuits.

So far, we are zero for three in stocks that I believe are good investments. I did trade LFT in the last few days, but that is day trading, not investing. The auditor resigned and the trading is halted. I guess we will see if the company actually reports or not. This is not the first date that has been listed as an earnings release date, so I would not hold my breath for this day either.

Apollo Investment Corp (AINV) is a $2.14 billion market cap company. AINV is a closed-end, non-diversified management investment company that has elected to be treated as a business development company. Its investment objective is to generate both current income and capital appreciation through debt and equity investments.

Apollo Investment invests primarily in middle-market companies in the form of mezzanine and senior secured loans, as well as by making equity investments. It may also invest in the securities of public companies. The company’s portfolio is comprised primarily of investments in long-term subordinated debt, referred to as mezzanine debt and senior secured loans of private middle-market companies, and from time to time includes equity interests, such as common stock, preferred stock, warrants or options. Apollo Investment Management, L.P. is the investment adviser for the company.

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AINV reported $0.43 per share in earnings for the quarter ending Dec. 31, 2010. The next reporting quarter estimated mean earnings are $0.25 per share. Analyst estimates range between $0.23 and $0.3 per share. The current trailing twelve months (ttm) P/E ratio is 41.148 and the forward P/E ratio is 10.48. AINV has a price to book ratio (ttm) of 1.15 and a price to sales ratio of 5.97. In the last month AINV has moved in price -14.88%, with a one year ago change of -45.21%. Comparing to the S&P500 price change, AINV's performance is -12.88% vs. the S&P 500 from a month ago, and the one year difference is -55.31% vs. S&P 500 price change.

The annual growth rate of revenue is -0.0982%. The last fiscal year had accounts receivable to sales percentage of 0.1668% compared to the same period a year earlier of 0.0205%. For the trailing 12 months, investors received $2.04 in dividends for a yield of 8.53%.



Beyond the aforementioned numbers, investors should consider other key figures. AINV has falling revenue year-over-year (yoy) of $340.24 million for 2010 vs. $377.3 million for 2009. AINV bottom line has rising earnings year-over-year (yoy) of $263.29 million for 2010 vs. $-611.88 million for 2009. As I may have mentioned before, when profits are not moving in the same direction as revenue, I will normally let revenue be my guide. The bottom line is easier to adjust than the top line. Be sure to keep an eye on margins.

Fiscal Quarter Ending Month-YR Estimate Actual Difference Difference %
Dec-10 0.24 0.26 0.02 7.22%
Sep-10 0.25 0.26 0.01 4.63%
Jun-10 0.25 0.22 0.03 12.32%
Mar-10 0.31 0.28 0.03 8.74%
Dec-09 0.31 0.3 0.01 1.86%

Quiksilver Inc (ZQK) is a $685 million market cap company. ZQK is a diversified company that designs, develops and distributes branded apparel, footwear, accessories and related products, catering to the casual, youth lifestyle associated with the sports of surfing, skateboarding and snowboarding. It markets products across three core brands: Quiksilver, Roxy and DC, as well as several smaller brands. Its products are sold in over 90 countries in a range of distribution channels, including surf shops, skateboard shops, snowboard shops, specialty stores, select department stores and 764 owned or licensed company stores. During fiscal year ended October 31, 2010 (fiscal 2010), more than 65% of its revenue was generated outside of the United States. In April 2010, the company sold its Raisins juniors swimwear label and Leilani contemporary label.



ZQK was founded in 1976 and is headquartered in Huntington Beach, California. ZQK reported $-0.1 per share in earnings for the quarter ending Jan. 31. The next reporting quarter estimated mean earnings are $0.07 per share. Analyst estimates range between $0.05 and $0.08 per share. The current trailing 12 months (ttm) P/E ratio is 0 and the forward P/E ratio is 10.74. ZQK has a price to book ratio (ttm) of 0.92 and a price to sales ratio of 0.31. In the last month ZQK has moved in price -4.15%, with a one year ago change of -8.77%. Comparing to the S&P500 price change, ZQK's performance is -1.89% vs. the S&P 500 from a month ago, and the one year difference is -25.59% vs. S&P 500 price change. The annual growth rate of revenue is -0.0707%. The last fiscal year had accounts receivable to sales percentage of 0.2236% compared to the same period a year earlier of 0.2308%.

Beyond the aforementioned numbers, investors should consider other key figures. ZQK has falling revenue year-over-year (yoy) of $1.84 billion for 2010 vs. $1.98 billion for 2009. ZQK bottom line has rising earnings year-over-year (yoy) of $-9.68 million for 2010 vs. $-192.04 million for 2009, and falling EBIT year-over-year (yoy) of $123.53 million for 2010 vs. $68.55 million for 2009. As it has been said, when profits are not moving in the same direction as revenue, I will normally let revenue be my guide. The bottom line is easier to adjust than the top line. Be sure to keep an eye on margins.

Fiscal Quarter Ending Month-YR Estimate Actual Difference Difference %
Jan-11 -0.05 -0.05 0 -5.71%
Oct-10 0.07 0.12 0.05 63.04%
Jul-10 0.04 0.08 0.04 128.57%
Apr-10 0.03 0.07 0.04 112.77%
Jan-10 -0.13 0.02 0.15 -115.84%

Gramercy Capital Corp (GKK) is a $100.88 million market cap company. GKK is an integrated commercial real estate finance and property investment company. Its property investment business, which operates under the name Gramercy Realty, focuses on the acquisition and management of commercial properties leased to regulated financial institutions and affiliated users throughout the United States. Gramercy’s commercial real estate finance business, which operates under the name Gramercy Finance, focuses on the direct origination, acquisition and portfolio management of whole loans, bridge loans, subordinate interests in whole loans, mezzanine loans, preferred equity, commercial mortgage-backed securities and other real estate related securities. On April 1, 2008, the company completed the acquisition of American Financial Realty Trust (AFR).



GKK was founded in April 2004 and is based in New York City with an additional office in Los Angeles, California. GKK reported $0.1 per share in earnings for the quarter ending Sept. 30, 2010. GKK has a price to book ratio (ttm) of 0.23 and a price to sales ratio of 0.2. In the last month GKK has moved in price -33.33%, with a one year ago change of 16.76%. Comparing to the S&P500 price change, GKK's performance is -31.76% vs. the S&P 500 from a month ago, and the one year difference is -4.76% vs. S&P 500 price change.

The annual growth rate of revenue is 0.072%. The last fiscal year had accounts receivable to sales percentage of 0.1467% compared to the same period a year earlier of 0.1011%. For the trailing 12 months, investors received $0.16 in dividends for a yield of 2.62%.

Beyond the aforementioned numbers, investors should consider other key figures. GKK has rising revenue year-over-year (yoy) of $636.11 million for 2010 vs. $593.4 million for 2009. GKK bottom line has falling earnings year-over-year (yoy) of $-529.04 million for 2010 vs. $49.96 million for 2009, and falling EBIT year-over-year (yoy) of $123.45 million for 2010 vs. $360.95 million for 2009. As has been stated once or twice before, when profits are not moving in the same direction as revenue, I will normally let revenue be my guide. The bottom line is easier to adjust than the top line.

Phillips Van Heusen Corp (PVH) is a $4.37 billion market cap company. PVH’s portfolio of brands includes its owned brands, Calvin Klein Collection, ck Calvin Klein, Calvin Klein, Van Heusen, IZOD, ARROW, G.H. Bass & Co., Bass and Eagle, and its licensed brands, principally Geoffrey Beene, CHAPS, Sean John, Donald J. Trump Signature Collection, JOE Joseph Abboud, Kenneth Cole New York, Kenneth Cole Reaction, MICHAEL Michael Kors, Michael Kors Collection, DKNY, Tommy Hilfiger, Nautica, Ted Baker, Ike Behar, Hart Schaffner Marx, J. Garcia, Claiborne, U.S. POLO ASSN., Axcess, Jones New York and Timberland, as well as various private label brands. It designs and markets branded dress shirts, neckwear, sportswear and, to a lesser extent, footwear and other related products. It operates in five reportable segments: Calvin Klein Licensing; Wholesale Dress Furnishings; Wholesale Sportswear and Related Products; Retail Apparel and Related Products, and Retail Footwear and Related Products.

The company was founded in 1876 and is headquartered in New York, New York. PVH reported $0.85 per share in earnings for the quarter ending Jan. 30. The next reporting quarter estimated mean earnings are $1.16 per share. Analyst estimates range between $1.15 and $1.17 per share. The current trailing 12 months (ttm) P/E ratio is 131.896 and the forward P/E ratio is 11.37. PVH has a price to book ratio (ttm) of 1.6 and a price to sales ratio of 0.84. In the last month PVH has moved in price -6.12%, with a one year ago change of 19.62%. Comparing to the S&P500 price change, PVH's performance is -3.91% vs. the S&P 500 from a month ago, and the one year difference is -2.43% vs. S&P 500 price change.

The annual growth rate of revenue is 0.933%. The last fiscal year had accounts receivable to sales percentage of 0.0964% compared to the same period a year earlier of 0.082%. For the trailing 12 months, investors received $0.15 in dividends for a yield of 0.26%.



Beyond the aforementioned numbers, investors should consider other key figures. PVH has rising revenue year-over-year (yoy) of $4.64 billion for 2010 vs. $2.4 billion for 2009. PVH bottom line has rising earnings year-over-year (yoy) of $53.81 million for 2010 vs. $161.91 million for 2009, and falling EBIT year-over-year (yoy) of $203.4 million for 2010 vs. $243.81 million for 2009. Rising revenue along with rising earnings is a very good sign and what we want to see with our companies. Be sure to check the margins to make sure that the bottom line is keeping up with the top line.

Fiscal Quarter Ending Month-YR Estimate Actual Difference Difference %
Jan-11 0.82 0.93 0.11 13.41%
Oct-10 1.43 1.55 0.12 8.55%
Jul-10 0.54 0.72 0.18 34.23%
Apr-10 0.8 0.83 0.03 3.84%
Jan-10 0.59 0.61 0.02 3.39%

E-House (China) Holdings Ltd (EJ) is a $839.48 million market cap company. EJ is a real estate services company in the People’s Republic of China. E-House provides primary real estate agency services, secondary real estate brokerage services, real estate information and consulting services, real estate advertising services, real estate online services and real estate investment fund management services. E-House provides six types of services: Primary real estate agency services, secondary real estate brokerage services, real estate information and consulting services, real estate advertising services, real estate online services and real estate investment fund management. E-House conducts its real estate information and consulting services, real estate advertising services and real estate online services through its majority owned subsidiary, China Real Estate Information Corporation (CRIC).

The current trailing 12 months (ttm) P/E ratio is 23.159 and the forward P/E ratio is 13.06. EJ has a price to book ratio (ttm) of 1.35 and a price to sales ratio of 3.41. In the last month EJ has moved in price -18.67%, with a one year ago change of -27.23%. Comparing to the S&P500 price change, EJ's performance is -16.76% vs. the S&P 500 from a month ago, and the one year difference is -40.64% vs. S&P 500 price change. The last fiscal year had accounts receivable to sales percentage of 0.4884% compared to the same period a year earlier of 0.5124%.

Beyond the aforementioned numbers, investors should consider other key figures. EJ has rising revenue year-over-year (yoy) of $356.53 million for 2010 vs. $299.54 million for 2009. EJ bottom line has rising earnings year-over-year (yoy) of $36.15 million for 2010 vs. $100.28 million for 2009, and rising EBIT year-over-year (yoy) of $53.25 million for 2010 vs. $105.57 million for 2009. To coin a phrase: Rising revenue along with rising earnings is a very good sign and what we want to see with our companies. Be sure to check the margins to make sure that the bottom line is keeping up with the top line. The price of the stock does not appear to reflect the reported numbers. Be sure to look carefully over the news on this one before jumping in.

Fiscal Quarter Ending Month-YR Estimate Actual Difference Difference %
Dec-10 0.28 0.25 0.03 9.91%
Sep-10 0.1 0.16 0.06 60%
Jun-10 0.13 0.17 0.04 27.53%
Mar-10 0.17 0.13 0.05 25.71%
Dec-09 0.24 0.33 0.09 37.5%

Lions Gate Entertainment Corp. (LGF) is a $794.46 million market cap company. LGF is a studio with a diversified presence in the production and distribution of motion pictures, television programming, home entertainment, family entertainment, video-on-demand and digitally delivered content. During the fiscal year ended March 31, 2010 (fiscal 2010), Lionsgate released 10 motion pictures theatrically due, in part, to the marketplace. Additionally, it has delivered approximately 75 hours of television programming, primarily prime time television series for the cable and broadcast networks.

LGF was founded in 1986 and is headquartered in Vancouver, British Columbia. LGF reported $-0.04 per share in earnings for the quarter ending Dec. 31, 2010. The next reporting quarter estimated mean earnings are $0.17 per share. Analyst estimates range between $0.06 and $0.25 per share. The current trailing 12 months (ttm) P/E ratio is negative and the forward P/E ratio is 39.13. LGF has a price to book ratio (ttm) of 13.6 and a price to sales ratio of 0.46. In the last month LGF has moved in price -9.22%, with a one year ago change of -14.31%. Comparing to the S&P500 price change, LGF's performance is -7.08% vs. the S&P 500 from a month ago, and the one year difference is -30.11% vs. S&P 500 price change.

The annual growth rate of revenue is 0.08%. The last fiscal year had accounts receivable to sales percentage of 0.1971% compared to the same period a year earlier of 0.1548%.



Beyond the aforementioned numbers, investors should consider other key figures. LGF has rising revenue year-over-year (yoy) of $1.58 billion for 2010 vs. $1.47 billion for 2009. LGF bottom line has rising earnings year-over-year (yoy) of $-19.48 million for 2010 vs. $-178.45 million for 2009, and rising EBIT year-over-year (yoy) of $52.05 million for 2010 vs. $-141.22 million for 2009. As I've been saying, rising revenue along with rising earnings is a very good sign and what we want to see with our companies. Be sure to check the margins to make sure that the bottom line is keeping up with the top line. This studio has an almost never-ending saga of possible take overs. I love the movies, but I am negative on the industry or I would probably have some shares.

Fiscal Quarter Ending Month-YR Estimate Actual Difference Difference %
Dec-10 -0.02 -0.04 0.02 -110.53%
Sep-10 -0.07 -0.22 0.15 -214.29%
Jun-10 0.04 -0.54 0.58 1616.85%
Mar-10 -0.26 -0.19 0.07 -26.61%
Dec-09 -0.2 -0.54 0.34 -174.53%
Source: Companies to Consider for Monday's Reporting