Wednesday, April 16, 2008

The Bull is just getting started

What a week for the Bull and all of his faithful followers.

The Bull was hitting at 88.9% entering today for earnings and he only went on to improve that. Lets review as usual:

1. IBM - The Bull said they would blow past earnings and boy did they folks. Huge beat for IBM.

2. EBAY - The Bull knew their estimates were to low and EBAY went on to beat them although the Bull is still not a fan of the company.

3. WFC - WB did miss but the Bull and his favorite bank came right on through. Huge beat for Wells Fargo just as the Bull had declared.

4. JPM - The Bull called a beat but he will admit he had his doubts but this is a good sign for the company going forward.

5. KO - Coke was an easy pick with the weak dollar and emerging markets that coke is dominating in.

6. AMR - The Bull has been calling his disciples to be short all weak and after close AMR produced the miss that the Bull was calling for.

That makes it 6/6 today and an amazing 14/15 this week in a game that is "nothing more than flipping a coin". Better yet is the Bull has for the most part been Bullish in a quarter where last week every news channel was predicting the worst earning quarter since the beginning of the century. Luckily you all have The BULL.

For tomorrow the Bull has been promising SEVEN different prediction but due to the Bull's recent success he will offer more than twice that amount. Lets get right to it.

Thursday:

1. GOOG - I love GOOG long term but I do have some doubts about it this quarter. They dropped 9% after there last quarter release and the option activity is telling me that no one really has any idea where it is going. There are many people who think this stock is going to miss and miss badly due to the fact that YHOO has gained such ground on them. GOOG does not give guidance which makes this a guessing game but I am going with one of the Bulls closest friends(J) and going to go with a beat here.

2. HOG - The stock is down 40% for year but has had recent success in last couple days since Polaris beat earnings but I don't think it carries over. I think HOG misses because Polaris beat because of off-road machines, not because of motorcycles. HOG MISS

3. PFE - I like this company long term but every drug company is having trouble right now with their big time drugs and these people are more worried about who to buy out then there stock price. I think their drugs disappoint and they miss.

4. AMTD - I don't like them as much as I like Schwab but their daily volume of trades was up 8% for FEB and even more for January and I think the volatile market will help AMTD beat earnings as well.

5. MER - Financials have been on a roll but MER has made so many mistakes these past few weeks I don't see how they can beat estimates. I realize WFC and JPM beat estimates but MER was so deep in the credit crisis I am not ready to be bullish on them so I have to call a loss.

6. ETFC - I love ETFC, I really do but I have many doubts. I am high on AMTD and Schwab because they are taking business from ETFC but at the same time the estimates for ETFC are for them to lose money per share. They have missed last three quarters but had beaten on 12/13 quarters before that. They have to show me they are back before I jump on this bandwagon although I love their commercials.

7. CTX - They use to be a lock to beat but after missing by over 900% last quarter how can I call a beat here. I can't so I will go with a miss.

8. LUV - I truly do like Southwest but I can't see them or any other airline outside of Jet Blue beating earnings and they have had many problems with the mechanics of their aircraft so I have to call a miss.

9. CAL - Same story as Southwest. Calling a miss.

10. TXT - This is a very easy call, the estimate of 84 cents is a complete joke. They at least post 90 cents EPS and I am not even a fan. Call it another beat.

11. UTX - Might be best ran company on the planet and I think their EPS of 1.01 dollars is a couple cents to low. I see them beating even though its a hard market for a company like UTX.

12. WWW -While I am not very high on footwear, this stock has been beaten down and their EPS predictions will not be hard to beat. Call it a beat.

12. SMSC - Difficult call here, I have heard from sources that they will beat estimates but their revenue will be down which means stays away but they will beat I have heard.

14. NOK - I think they beat estimates but I am hardly to high on any cell phone company. I think it is a dreadful market.

15. DHR - Like UTX and TXT I think they beat but only beat slightly.

19 comments:

Anonymous said...

God I hate blogspot, you really need to go to another server who will treat you right

Anonymous said...

God didnt jknow when you were coming back, was reading this lat night then BAMN Blogspot said do much traffic

Anonymous said...

GOOG will miss bad Bull

Anonymous said...

Agree on GOOG miss. Bull you better change that

Anonymous said...

GOOG might beat but for them to rais ethere stock they have to beat by a lot becasue their gudiance is always so low

Anonymous said...

Bull AMTD just beat. Nice call

Anonymous said...

Airlines about to report boys. I am praying the bull is wrong. could be a great steal by me

Anonymous said...

Bull any chance I can email you and ask you a few questions

Anonymous said...

Ken,


Airlines both missed bad. Enjoy your losses

Anonymous said...

Your fucking amazing Bull

Anonymous said...

I wonder if this is the week you fianlly get 10 million hits Bull. I see you were up to over 8 million last week and that was with spotty posting

Anonymous said...

14/15 coming into today means you got to go 14/15 to equal that today. hard odds

Anonymous said...

Good luck,


Thanks for mentioning that the Bull would have to go 14/15 to equal 14/15. Would have nevr gotten that

Anonymous said...

GOOGLE WILL PLUMMIT. QUOTE IT HERE. SO WILL ETFC

Anonymous said...

Nice calls for the mroning, I hope your evening picks work as well

Anonymous said...

He is the Bull
He is stocks Full.
He is the man
He drinks out of a can.

GO BULL

Anonymous said...

Google beats thank you J and Bull

Anonymous said...

This is sick technically you wre 15/15 today. I have trouble giving you etfc since its up 10% after hours but they did miss eranings so I cant say you were wrong

Anonymous said...

Is taht 29/30 so far this week? I am buying everyone you ay for tomorrow