Earnings play!

Earnings plays from GS:

<i>Earnings Focus* WOW

October 3 - 9, 2007

Buy STX and GLW calls ahead of earnings
Tech Hardware implied vol has lagged the implied vol pickup across the market over
the past 3 months. This week, we focus on STX and GLW where implied volatility
appears inexpensive ahead of big catalysts. Our Hardware analysts expect STX to
beat consensus and consensus EPS to increase following earnings. Our Telecom
Equipment analyst sees a string of catalysts for GLW and expects upside to shares
through the end of the year.</i>

I am long GLW stock.
 
Quote from Khaled187:

What do you think of Posco. They report on the 16th.
More...

Posco should do well but note a firm is out today saying USX is their TOP SHORT of all shorts and AX is getting bashed somewhere too. I am running from the steels today... just not sure where I'm running to! ~ SI
 
Quote from stonedinvestor:

Posco should do well but note a firm is out today saying USX is their TOP SHORT of all shorts and AX is getting bashed somewhere too. I am running from the steels today... just not sure where I'm running to! ~ SI
More...

Thats probably why Posco had a really bad past week. They report on the 16th, so im probably gonna stay away from that one, although its tempting.
 
Im wondering if I will ever get the pullback Im waiting for on GOOG. I hope it comes tomorrow. I dont want to miss the run up till the earnings call. But at the same time I dont want to buy too expensive. what a dilemma.

ISRG is doing amazing. Im gonna hold till the earnings.
 
Earnings season began. Now lets hear your ideas guys. So far we have longs on GOOG, SBUX, GLW, AAPL. What else you earning masters are playing?
 
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