Via News Contrast:
S&P FAIR VALUE -$1.86.
(NYSE:ABC) AmerisourceBergen $0.55 EPS vs $0.54e.
(NYSE:ACE) ACE Ltd. $1.46 EPS vs !.56e.
(NASDAQ:ACPW) Active Power -$0.12/R$5.6M vs -$0.12/$4.97M(e).
(NYSE:AFG) American Financial Group $1.08 EPS vs $1.01e.
(NYSE:AFL) AFLAC $0.72 EPS vs $0.70e.
(NYSE:AHC) Amerada Hess $6.62 EPS vs $4.83e, not sure if comparable.
(NYSE:ALB) Albermarle $0.71 EPS vs $0.63e.
(NASDAQ:AMZN) Amazon.com $0.12/R$2.28B vs $0.12/$2.23B(e); sees Q4 R$2.03-2.18B vs $2.09B(e); sees FY R$9.95-10.5B vs $10.06B(e); stock up 1%.
(NYSE:AMT) American Tower -$0.01/R$320.4M vs $0.01/R$312M(e).
(NASDAQ:ATMI) Advanced Tech materials $0.20 EPS vs $0.21e; sees next Q EPS $0.21-0.25 vs $0.24e.
(NYSE:ATI) Allegheny Tech $1.00 EPS vs $0.70e.
(NASDAQ:BIIB) Biogen-Idec $0.55/R$611M vs $0.48/R$636M(e); 2006 guidance $1.95-2.10 EPS vs $1.96e.
(NYSE:BA) Boeing $0.88 EPS vs $0.76e; R$14.3B vs $14.5B(e).
(NASDAQ:BLDP) Ballard Power -$0.15/R$12.5M vs -$0.17/$13.5M(e).
(BNE) Bowne CFO resigned.
(NASDAQ:BWLD) Buffalo Wild Wings $0.40 EPS vs $0.38e.
(NYSE:BXP) Boston Properties $1.03 FFO vs $1.01e.
(NYSE:BYD) Boyd Gaming $0.78 EPS vs $0.72e.
(NASDAQ:CAKE) Cheesecake Factory $0.27 EPS vs $0.25e.
(CEC) CEC Entertainment $0.85 EPS vs $0.83e.
(CKFR) CheckFree $0.43 EPS vs $0.38e.
(NYSE:CL) Colgate Polmolive $0.70 EPS vs $0.66e.
(NASDAQ:COST) Cost Co boosts dividend from $0.115 to $0.13.
(CREL) Corel priced its 6.5M share IPO at $16.00, at the low-end of the already revised lower range.
(NYSE:CRR) Carbo Ceramics $0.53 EPS vs $0.51e.
(CSCX) Cardiac Science Corp gest FDA 510(k) clearance for its new Electrocardiograph.
(NYSE:DO) Diamond Offshore $1.06 EPS vs $0.98e.
(NYSE:DV) DeVry $0.22 EPS vs $0.23e; R$220.2M vs $216M(e).
(NYSE:EC) Englehard $0.55 EPS vs $0.52e; rejects overseas buyout and will recapitalize.
(ELK) ElkCorp $0.49 EPS vs $0.41e.
(OTCPK:EMIS) Emisphere won an appeals court verdict over Lilly, although it looks like a reaffirmed ruling rather than anything really changing.
(EPMD) EPMedsystems filed to sell 4.6M shares for selling holders.
(NASDAQ:EXTR) Extreme Networks $0.03/R$85.4M vs $0.01+/$85.15M(e).
(NASDAQ:FISV) Fiserv $0.64 EPS vs $0.59e.
(NASDAQ:FLIR) Flir Systems $0.17 EPS vs $0.17e; sees 2006 $1.20-1.30 vs $1.23e.
(NYSE:GE) GE noted cautiously in WSJ as neither growth nor value.
(NYSE:GLW) Corning $0.27 EPS vs $0.23e; sees 5% sequential growth in Q2; stock down 3% pre-market.
(HCR) Manor Care $0.51 EPS vs $0.50e.
(NASDAQ:HSTM) HealthStream $0.03 EPS vs $0.02e.
(NYSE:IM) Ingram Micro $0.36 EPS vs $0.34e.
(INSU) Insituform $0.11 EPS vs $0.14e.
(NASDAQ:ISSI) Integrated Silicon -$0.10/R$53.2M vs -$0.03/$51M(e).
(ISSX) Internet Security $0.22 EPS vs $0.20e; guidance in-line
(NASDAQ:JCOM) J2 $0.52 EPS vs $0.51e; sees Q2 $0.55-0.57 vs $0.56e on what looks like light revenues; announced 2-1 split
(NYSE:JLL) Jones Lang LaSalle $0.14 EPS vs -$0.20e.
(NYSE:JNY) Jones Apparel $0.66 EPS vs $0.53e.
(KEA) Keane $0.09 EPS vs $0.15e.
(NYSE:LEA) Lear $0.26/R$4.7B vs $0.07/$4.51B(e); not sure if gain in EPS.
(NASDAQ:MCHP) Microchip $0.33 EPS vs $0.35e.
(NYSE:MCO) Moody's $0.49 EPS vs $0.49e.
(NASDAQ:MNST) Moster Worldwide $0.29 EPS vs $0.27e; sees Q2 $0.29-0.30 EPS vs $0.29e; sees 2006 EPS $1.25-1.29 vs $1.25e.
(NASDAQ:MSFT) Microsoft is acquiring Massive Inc, a private gaming company said to be in the $200-400M range.
(MVK) Maverick Tube $1.80 EPS vs $1.66e.
(NXTP) NexTel Partners $0.24 EPS vs $0.21e.
(NYB) New York Community Bancorp $0.25 EPS vs $0.27e.
(NYSE:ODP) Office Depot $0.43 EPS vs $0.44e.
(OICO) OI Corp Chief Accounting Officer is leaving, but the company said it is conjunction w/ wife relocation.
(PDSN) PowerDsine -$0.09 EPS vs -$0.07e.
(NASDAQ:PEIX) Pacific Ethanol CEO registered 300,000 shares for potential sale.
(NYSE:PEP) Pepsi $0.60 EPS vs $0.58e.
(NYSE:PLD) ProLogis $0.90 EPS vs $0.87e.
(NASDAQ:PNRA) Panera Bread $0.47 EPS vs $0.46e.
(NYSE:POT) Potash $1.19 EPS vs $1.03e.
(PRAI) PRA International $0.28 EPS vs $0.30e.
(NASDAQ:PRAA) Portfolio Recovery $0.67 EPS vs $0.64e.
(NYSE:PX) Praxair $0.68 EPS vs $0.64e.
(NASDAQ:PXLW) Pixelworks -$0.16 EPS vs -$0.13e; sees wider loss in Q2.
(NASDAQ:PZZA) Papa John's Pizza $0.47 EPS vs $0.35e, but $0.37 EPS was number after taking out a gain.
(NYSE:RGS) Regis $0.40 EPS vs $0.47e; sees 2006 $2.13-2.21 EPS vs $2.42e.
(ROHHY) Roche up 1% after earnings overseas.
(NYSE:S) Sprint-Nextel $0.35/R$11.55B vs $0.37/$11.37B(e).
(NASDAQ:SANM) Sanmina $0.06/R$2.67B vs $0.06/$2.66B(e); EPS guidance looks a tad above plan and revenues in-line.
(SERO) Serologics $0.14 EPS vs $0.11e.
(SGTL) Sigmatel -$0.61 EPS vs -$0.59e.
(SIRF) SiRF Tech $0.17/R$52.7M vs $0.18/$52.4M(e); stock down 11% pre-market.
(NYSE:SSD) Simpson Manufacturing $0.51 EPS vs $0.48e.
(NYSE:STM) STMicro $0.14 EPS vs $0.13e.
(NYSE:SWK) Stanley Works $0.45 EPS vs $0.44e.
(NYSE:TE) Teco Energy $0.27 EPS vs $0.26e.
(NYSE:TIN) Temple Inland $0.69 EPS vs $0.49e.
(NASDAQ:TLAB) Tellabs $0.14/R$514.7M vs $0.11/$493M(e).
(NYSE:TMO) ThermoElectron $$0.39 EPS vs $0.36e.
(NYSE:TRI) Triad Hospitals $0.79 EPS vs $0.76e.
(NYSE:TUP) Tupperware $0.36 EPS vs $0.37e.
(UARM) Under Armour $0.18/R$87.7M vs $0.07/R$73M(e); stock up 15%.
(NASDAQ:VECO) Veeco $0.09 EPS vs $0.06e.
(NASDAQ:VOCS) Vocus $0.03 EPS vs $0.01e; thin coverage.
(NYSE:WAT) Waters Corp $0.50 EPS vs $0.38e.
(NASDAQ:WBSN) Websense $0.24/R$42.4M vs $0.23/$42.7M(e);
(WLP) Wellpoint $1.09 EPS vs $1.07e.
(YCC) Yankee Candle $0.30 EPS vs $0.25e.
(NASDAQ:YHOO) Yahoo! launching new service called Yahoo!Go to integrate your pictures, TV, PC, mobile phone etc.
ACL cut to Peer Perform at Bear Stearns.
ASCA cut to Hold at Brean Murray.
BE raised to Buy at Citigroup.
BP cut to Neutral at Prudential.
BVN raised to outperform at Bear Stearns.
BWNG raised to Outperform at CIBC.
BXP started as Equal Weight at MSDW.
COGO started as Buy at Jefferies.
CPF raised to Outperform at KBW.
CTRP cut to Mkt Perform at Piper Jaffray.
CYN raised to Buy at Merrill Lynch.
DFG cut to Mkt Perform at KBW.
ECTX raised to Outperform at CIBC.
EGLT started as Buy at B of A.
EXPE started as Equal Weight at MSDW.
EXTR cut to Buy at B of A.
FMD started as Neutral at JPMorgan.
GGXY started as Outperform at Morgan Keegan.
GM raised to Neutral at Merrill Lynch.
HSY added to Merrill Lynch's Focus One List.
LMT cut to Mkt Perform at FBR.
LVLT raised to Sector Perform at CIBC.
MATR raised to Buy at Stifel Nicklaus.
MCRL cut to Hold at Citigroup, cut to Sell at Deutsche Bank.
NOC cut to Underperform at FBR.
NTE started as Buy at Jefferies.
PCTI started as Buy at ThinkEquity.
PPS started as Buy at Merrill Lynch.
QCOM started as Buy at Lazard Freres
REV started as In-Line at Goldman Sachs.
RFMD raised estimates at Thomas Weisel, maintain Outperform.
RML cut to Neutral at Robinson Humphreys.
SFG raised to Equal Weight at MSDW.
SMSI started as Buy at ThinkEquity.
SUMT started as Strong Buy at JMP.
TKS raised to Buy at Citigroup.
X raised to Buy at UBS.
Jim Cramer's "Mad Money" was in Michigan as part of his "Back to School" feature. He said to Buy Wolverine World Wide (NYSE:WWW) after its earnings report on the pullback and after profit taking. Cramer then was joined by Domino's Pizza (NYSE:DPZ) CEO David Brandon, and Cramer noted that Domino's grows earnings at 11% and has an 18 multiple compared to Papa John's (PZZA) 26 multiple. He also said that Comfort Systems (NYSE:FIX) was undervalued. Cramer also said he would look at SPX (SPW). Cramer was positive on Google (NASDAQ:GOOG) and said Yahoo! (YHOO) was the closest backup. In the LIGHTNING ROUND he was positive on Cisco Systems (NASDAQ:CSCO), Wells Fargo (NYSE:WFC), Abercrombie & Fitch (NYSE:ANF), Occidental Petroleum (NYSE:OXY), Nabors (NYSE:NBR), GameStop (NYSE:GME), Lehman (LEH), Bear Stearns (NYSE:BSC) and Goldman Sachs (NYSE:GS), and was Negative on Wachovia (NASDAQ:WB), Pacific Sunwear (NASDAQ:PSUN), Royal Dutch Shell (RDS/A), BP (NYSE:BP), Diamond Offshore (DO), North American Palladium (NYSEMKT:PAL) and Dick's Sporting Goods (NYSE:DKS).
Economic Releases: DURABLE GOODS, NEW HOME SALES, BEIGE BOOK.
10:30 AM EST Weekly Oil Inventories.