12th Jan – The most important Q4 earnings this month
We had Alcoa diappointing but I expect corporate earnings will be good, at least on the surface. The Q4 results in 2008 were poor so the comparisons with Q4 in 2009 will be easy. The numbers will once more be helped by layoffs and other cost reductions. The sensible investor forget the headline numbers and look for information about a real pick up in sales. Then we of course need to listen to the guidance for this year, these comments will be of extreme importance.
The results I have noted in my dairy to watch out for in January are:
Date Corporation
19th IBM
25th Royal Philips Electronics
26th Catarpiller Inc.
DuPont
Johnson & Johnson
Novartis AG
Siemens AG
27th SAP AG
28th Eli Lilly
Microsoft
More will of course follow in February, but those I mention will give an interesting picture of the current condition. The pharma companies I see as important because they most likely will come with good results, helping to a general happiness in the market.
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