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Contributors: Douglas McIntyre Jon C. Ogg

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Friday, July 28, 2006

Pre-Market Notes (July 28, 2006)

(ABAX) Abaxis $0.11 EPS vs $0.08e.
(ADBL) Audible -$0.03 EPS vs -$0.05e; but revenues $19.1M vs $21.3M(e).
(ALEX) Alex & Baldwin $0.68 EPS vs $0.50e.
(ALSK) Alaska Communications $0.31 EPS vs $0.06e (on items before charges); R$85.1M vs $84M(e).
(AMMD) American Medical $0.23 EPS vs $0.17e.
(ANDE) Andersons $0.66 EPS vs $0.71e; stock down 12% pre-market.
(ANLT) Analytical Surveys filed to sell 9+ million shares for holders.
(APC) Anadarko Petroleum $1.28 EPS vs $1.26e.
(APCC) Amer Power Corp $0.13/$560M vs $0.17/$548M(e); unsure if EPS is comparable.
(ARDI) AtRoad -$0.02 EPS vs $0.01+e; unsure if comparable.
(AXL) Amer Axle $0.40 EPS vs $0.35e.
(BCGI) Boston Communications -$0.05 EPS vs -$0.14e.
(BDX) Beckton Dickinson $0.81 EPS vs $0.79e.
(BHI) Baker Hughes $1.07 EPS vs $0.98e.
(BLDR) Builders First Source $0.79 EPS vs $0.76e.
(CA) CA is considering layoffs according to online reports.
(CAMD) California Micro $0.07 EPS vs $0.03e; guides EPS in-line.
(CCJ) Cameco $0.21 EPS vs $0.18e.
(CEG) Constellation Energy $0.56 EPS vs $0.46e.
(CENX) Century Aluminum $1.92 EPS vs $1.82e.
(COLM) Columbia Sportwear $0.13 EPS vs $0.05e.
(CSH) Cash America $0.31 EPS vs $0.31e.
(CVH) Coventry Health $0.85 EPS vs $0.82e.
(DENN) Denny's $0.02 EPS vs $0.00e.
(DSCM) -$0.02 EPS vs -$0.04e.
(DRIV) Digital River $0.41 EPS vs $0.38e.
(DSCO) Discovery Labs -$0.13 EPS vs -$0.23e.
(ENS) EnerSys filed to sell 12.5M shares.
(GNSS) Genesis Micro $0.04 EPS vs $0.00e; was $0.11 before option charges.
(FALC) FalconStor Software $0.03 EPS vs $0.02e.
(FORM) FormFactor $0.32 EPS vs $0.28e.
(FRNT) Frontier Air $0.10 vs $0.05e.
(FSS) Federal Signal $0.24 EPS vs $0.21e.
(FSTR) L.B.Foster $0.28 EPS vs $0.21e.
(GMET) GeoMet 5M share IPO priced at $10.00, at the bottom of its $10-12 range.
(GNW) Genworth $0.72 EPS vs $0.68e.
(GPN) Global Payments $0.41 EPS vs $0.38e.
(HAS) Hasbro authorized $350M for share buybacks.
(HCR) HCR Manor Care $0.58 EPS vs $0.54e.
(HIG) Hartford Insurance $1.83 EPS vs $1.70e.
(IDXX) Idexx Labs $0.78 EPS vs $0.64e.
(IR) Ingersoll Rand $0.95 EPS vs $0.95e.
(ITMN) Intermune -$0.42 EPS vs -$0.35e.
(ITT) ITT $0.80 EPS vs $0.77e.
(KLAC) KLA-Tencor $579M vs $574M(e); will not release earnings until options probe is released.
(LNCE) Lance $0.21 EPS vs $0.14e, unsure if comparable because revenues were light.
(LWSN) Lawson lowered guidance and said the CFO is leaving.
(MCK) McKesson $0.60 EPS vs $0.62e.
(MFE) McAfee $0.30 EPS vs $0.31e; guides next quarter lower; will miss filing dealine.
(MGLN) Magellan Health $0.52 EPS vs $0.41e.
(MHK) Mohawk $1.73 EPS vs $1.56e.
(MOBE) Mobility $0.04 EPS vs $0.01e.
(MRCY) Mercury Computer beat earnings but lowered guidance.
(MRT) Mortons $0.15 EPS vs $0.14e.
(MSCC) Microsemi $0.28 EPS vs $0.27e.
(MSTR) Microstrategy $1.21 EPS vs $1.19e.
(NATI) National Inst. $0.25 EPS vs $0.19e.
(NNI) Nelnet $0.82 EPS vs $0.64e; unsuree if comparable.
(NTGR) NetGear $0.30 EPS vs $0.27e.
(NTY) NBTY $0.43 EPS vs $0.37e.
(NYX) NYSE $0.39 EPS vs $0.35e.
(ODP) Office Depot $0.43 EPS vs $0.40e.
(PKI) Perkins Elmer $0.26 EPS vs $0.26e.
(PXLW) Pixelworks -$0.16 EPS vs -$0.17e.
(RACK) Rackable Systems down 30% on earnings and revenue warning.
(RMBS) Rambus accepted the lower damages award that had been reduced in recent weeks against Hynix.
(RNWK) RealNetworks $0.22 EPS vs $0.20e.
(SIVB) SVB Financial $0.36 EPS vs $0.60e, but had charges.
(SMI) Semiconductor Manufacturing gets design manufacturing pact with Qualcomm.
(SOHU) $0.19 EPS vs $0.19e.
(SWIR) Sierra Wireless $0.15 EPS vs $0.10e; guides next quarter lower.
(SYNA) Synaptics $0.15 EPS vs $0.14e.
(TE) Teco Energy $0.30 EPS vs $0.24e.
(TFX) Teleflex $0.92 EPS vs $0.83e.
(THQI) THQ -$0.16 EPS vs -$0.20e.
(TUNE) Microtune $0.03 EPS vs $0.02e.
(TWTC) Time Warner Telecom is making a $531M acquisition of Xspedius.
(WDC) Western Digital is conductubgf its own options probe.
(WMI) Waste Mgmt $0.45 EPS vs $0.43e.
(WMT) Wal-Mart sold its German stores for an undisclosed sum to Metro AG.
(WSPI) Website Pros 3.5+ million share secondary priced at $9.25; was originally set for over 4 million shares.
(YRCW) YRC Worldwide $1.62 EPS vs $1.56e.

Business Week: positive article on Bear Stearns (BSC), positive article on Bally Tec (BYI), positive on Emisphere,.

GDP at 8:30 AM EST.

Cramer noted Valero (VLO) and Halliburton (HAL) positively. Positive on Kellogg (K) after interviewing the CEO.

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