Market Currents

• Thursday, October 22, 2009

• 09:00 AM Premarket gainers: HTE +33%. SDXC +26%. JCG +13%. FFIV +11%. LOGI +8%. KOG +8%. PNC +6%. ALXN +6%. BQI +5%. CELG +4%. KMB +4%. STI +4%.
  Losers: TQNT -20%. NCR -11%. ERIC -8%. ADS -8%. TEX -7%. BG -6%. RFMD -5%. EQIX -4%. Comment!

• Wednesday, October 21, 2009

• 16:20 PM Alliance Data Systems (ADS): Q3 EPS of $0.83 misses by $0.51. Revenue of $483M (-5%) vs. $500M. Expects 2010 EPS of $6.00 vs. $6.10. Shares -4.8% AH. (PR) Comment!
• 00:10 AM Notable post-market earnings: ADS, AMGN, AMP, CTXS, CVA, EBAY, EFX, FFIV, FIS, FNF, ISIL, KNX, LOGI, LRCX, NE, NFX, NVLS, OSIP, PTV, QLGC, RRC, SKX, TEX, TQNT, VMW Comment!

• Thursday, August 13, 2009

• 12:26 PM Short interests sink to six-month lows after their steepest drop since Sept. 30, and shorted financials declined by 31%. The chart of heavily shorted issues shows [[AIG]] still up there before its squeeze, behind only Chipotle Mexican Grill (CMG). Also heavily short: Barnes & Noble (BKS) and Alliance Data Systems (ADS). Comment!

• Wednesday, July 22, 2009

• 16:18 PM Alliance Data Systems (ADS): Q2 EPS of $0.95 misses by $0.07. Revenue of $460M (-9%) vs. $481M. Sees Q3 EPS of $1.34 in-line. Maintains 2009 EPS guidance of $5.15 vs. $5.00. Shares +0.1% AH. (PR) Comment!
• 00:10 AM Notable earnings after Wednesday's close: ADS, BCR, CTXS, CVA, DOX, EBAY, EFX, EQIX, ETFC, FFIV, ISIL, ISRG, JAH, KNX, LHO, LOGI, MOS, NE, NFX, OMTR, OSIP, QCOM, RJF, RRC, SNDK, STLD, SWKS, TEX, TQNT, VMW, WLT Comment!

• Thursday, May 28, 2009

• 15:50 PM A creative $300M convertible bond offering by Alliance Data Systems (ADS) attempts to reverse the usual drop in share prices. Comment!

• Wednesday, April 22, 2009

• 16:09 PM Alliance Data Systems (ADS): Q1 EPS of $1.19 beats by $0.09. Revenue of $480M (-3.8%) vs. $488M. Sees Q2 EPS of $1.05 vs. $1.22. Shares -1.7% AH. (PR) Comment!
• 15:10 PM Notable earnings after Wednesday's close: AAPL, ADS, AF, AFFX, BCR, CVA, DOX, EBAY, EFX, EQIX, FFIV, FR, ISIL, KNX, LEG, LHO, LOGI, LRCX, NE, NFX, NVLS, PTV, QCOM, RHI, RJF, SLM, STLD, TMK, TQNT, VMW, XLNX, YUM Comment!
• 00:10 AM Notable earnings after Wednesday's close: AAPL, ADS, AF, AFFX, BCR, CVA, DOX, EBAY, EFX, EQIX, FFIV, FR, ISIL, KNX, LEG, LHO, LOGI, LRCX, NE, NFX, NVLS, PTV, QCOM, RHI, RJF, SLM, STLD, TMK, TQNT, VMW, XLNX, YUM Comment!

• Tuesday, February 3, 2009

• 16:07 PM Alliance Data Systems (ADS): Q4 EPS of $1.19 beats by $0.03. Revenue of $508M (-2.7%) vs. $528M. Sees 2009 EPS of $5.15-5.20 vs. $5.07. (PR) Comment!
• 15:10 PM Notable earnings after Tuesday's close: ACE, ADS, BRE, CTX, DIS, ERTS, FISV, ILMN, LEG, MEE, MET, NLC, PXD, RVBD, TRMB, UNM, YUM Comment!
• 00:10 AM Notable earnings after Tuesday's close: ACE, ADS, BRE, CTX, DIS, ERTS, FISV, ILMN, LEG, MEE, MET, NLC, PXD, RVBD, TRMB, UNM, YUM Comment!

• Wednesday, October 22, 2008

• 16:24 PM Alliance Data Systems (ADS): Q3 EPS of $0.91 misses by $0.25. Revenue of $511M (+3.9%) vs. $524M. Shares +4.4%. (PR) Comment!
• 15:10 PM Notable earnings after Wednesday's close: ADS, ALL, AMGN, AMZN, ANAD, BIDU, CDNS, CNB, CNW, CRUS, CTXS, CVA, EQIX, FFIV, FNF, ISIL, KNX, LRCX, LSI, NE, OMTR, OSIP, PHM, QTM, RHI, RRC, RYL, SLM, SSCC, STX, TER, TEX, TQNT, WSH Comment!
• 00:10 AM Notable earnings after Wednesday's close: ADS, ALL, AMGN, AMZN, ANAD, BIDU, CDNS, CNB, CNW, CRUS, CTXS, CVA, EQIX, FFIV, FNF, ISIL, KNX, LRCX, LSI, NE, OMTR, OSIP, PHM, QTM, RHI, RRC, RYL, SLM, SSCC, STX, TER, TEX, TQNT, WSH Comment!