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This Week's Stock Trades That Only Hedge Funds Get To See

I predict earnings surprises for companies in the Russell 1000 for Institutional Investors.

My track record: 60% of my calls have had a positive return. The average return per trade is 1.2% for a 2 day hold.

Why earnings surprises Like Willie Sutton said about robbing banks, "because that's where the money is." Earnings day is when a company's stock price will move the most. Up or down. It's almost pure Alpha.

My System: Sorry, my black box is proprietary. It is based on fundamentals (i.e. not technicalS)

Why am I sharing it: To establish a public papertrail. You won't get as rich data or as early, but you'll still get it.

What to expect Each week, prior to earnings releases, I will publish: company, position to take (long or short), specific dates to open and close the position. For simplicity sake, returns will be calculated as the difference between the closing price on the day the position was opened and the closing price on the day the position was closed. All trades are opened the day before (regardless of earnings release before or after market close) and closed 2 trading days after release.

Note: Be advised that actual earnings release dates may vary from those I post. The actual trade dates may therefore be appropriately shifted

Good luck!

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PERFORMANCE SUMMARY    
WEEK SOUTHBAY RETURN S&P 500 RETURN    
21-Jan 1.7% -2.7%    
28-Jan (pending) 0.5% -0.4%    
         
         
         
SYMBOL EARNINGS RELEASE DATE OPEN POSITION DATE CLOSE POSITION DATE CALL
YUM 2/3/2014 1/31/2014 2/5/2014 Short
CLX 2/4/2014 2/3/2014 2/6/2014 Long
BSX 2/4/2014 2/3/2014 2/6/2014 Short
CERN 2/4/2014 2/3/2014 2/6/2014 Short
AKAM 2/5/2014 2/4/2014 2/7/2014 Long
BDX 2/5/2014 2/4/2014 2/7/2014 Long
CAH 2/5/2014 2/4/2014 2/7/2014 Long
CHD 2/5/2014 2/4/2014 2/7/2014 Long
K 2/5/2014 2/4/2014 2/7/2014 Long
MYGN 2/5/2014 2/4/2014 2/7/2014 Long
TRMB 2/5/2014 2/4/2014 2/7/2014 Long
AGN 2/5/2014 2/4/2014 2/7/2014 Short
VSH 2/5/2014 2/4/2014 2/7/2014 Short
AET 2/6/2014 2/5/2014 2/10/2014 Long
VRSN 2/6/2014 2/5/2014 2/10/2014 Long
ATML 2/6/2014 2/5/2014 2/10/2014 Short
CVA 2/6/2014 2/5/2014 2/10/2014 Short
DV 2/6/2014 2/5/2014 2/10/2014 Short
GRA 2/6/2014 2/5/2014 2/10/2014 Short
RL 2/6/2014 2/5/2014 2/10/2014 Short
TPX 2/6/2014 2/5/2014 2/10/2014 Short
AAN 2/7/2014 2/6/2014 2/11/2014 Long
CI 2/7/2014 2/6/2014 2/11/2014 Long
CSL 2/7/2014 2/6/2014 2/11/2014 Long
G 2/7/2014 2/6/2014 2/11/2014 Long
HOT 2/7/2014 2/6/2014 2/11/2014 Long
ARW 2/7/2014 2/6/2014 2/11/2014 Short
CCE 2/7/2014 2/6/2014 2/11/2014 Short
CFN 2/7/2014 2/6/2014 2/11/2014 Short
FLIR 2/7/2014 2/6/2014 2/11/2014 Short
INGR 2/7/2014 2/6/2014 2/11/2014 Short
         
Note: Actual release dates may vary. Focus on opening position the  
day before release and closing 2 days later      
Click to enlarge

Disclosure: I am long AKAM.

Additional disclosure: I have no positions in any stocks other than AKAM, but I reserve the right to take a position within the next 48 hours