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Bill Maurer
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I am a market enthusiast and part-time trader. I started writing for Seeking Alpha in 2011, and it has been a tremendous opportunity and learning experience. I have been interested in the markets since elementary school, and hope to pursue a career in the investment management industry. I have... More
  • If You Like Earnings, Thursday Is Your Day 0 comments
    Jan 19, 2012 10:03 AM | about stocks: BAC, MS, JCI, GOOG, MSFT, INTC, IBM, ISRG
    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.

    Themes: earnings, financial, technology Stocks: BAC, MS, JCI, GOOG, MSFT, INTC, IBM, ISRG
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