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If You Like Earnings, Thursday Is Your Day

|Includes:Bank of America Corporation (BAC), GOOG, IBM, INTC, ISRG, JCI, MS, MSFT

If you are one of those people that either loves earnings seasons, whether just for the excitement or because you trade during it, Thursday is your day.

Before the bell, Bank of America (NYSE:BAC) and Morgan Stanley reported, along with Johnson Controls (NYSE:JCI). The two financial names were up nicely at the open, while Johnson Controls was selling off.

Thursday after the bell is where the real fun starts:

We get huge names reporting, Google (NASDAQ:GOOG), Microsoft (NASDAQ:MSFT), Intel (NASDAQ:INTC), IBM (NYSE:IBM), and Intuitive Surgical. Last quarter, I played Google's earnings and that went well, this quarter I am playing ISRG.

I'm not going to throw out any formal estimate numbers here, but here are my general feeling on how the names will do post-earnings:

Up: IBM, ISRG, MSFT
Down: GOOG, INTC

Disclosure: I am long ISRG.

Stocks: BAC, MS, JCI, GOOG, MSFT, INTC, IBM, ISRG