Posts Tagged ‘2010’

While Costco appears to be seeing improvement in their operating margins, we feel that severe weather that blanketed much of the nation over the last few weeks could limit any upside surprise.

Low interest rates and improving consumer sentiment appear to be drawing customers back to the HD stores.

Cisco Systems is expected to report their third consecutive quarter of sequential revenue growth driven by a recovery in corporate IT spending.

While the global economic headwinds may be abating, Procter & Gamble is still struggling to recover from market share losses suffered over the last few quarters.

We are expecting another solid quarter with revenues likely inline with Street consensus, but cost savings should deliver better than expected earnings results.

Corporate spending has clearly been subdued over the last few quarters, but we expect that RIM will benefit as enterprise spending begins to ramp up once again.

While the economy is showing signs of recovery, we don’t see any catalyst that would cause the company to deliver a monster quarter.

We view management’s earnings guidance as being on the conservative side and expect reported results to be at the high end of their guidance range.

We believe that Best Buy will likely expand upon their recent market share gains, but likely still faces challenges from weak consumer demand.

We would expect strong quarterly results and upbeat guidance will lift NSM’s stock price in the near term.