Tuesday, January 22, 2013

Morning Journal--The latest from Stratfor on Japanese, Chinese, US relations

 News on Stocks in Our Portfolios
 
Rockwell Collins (COL): FQ1 EPS of $0.94 beats by $0.04. Revenue of $1.06B beats by $0.02B

Schlumberger (SLB): Q4 EPS of $1.08 beats by $0.01. Revenue of $11.17B (+8.45% Y/Y) beats by $0.18B.

Nu Skin (NUS) jumps 8.3% after saying late yesterday that it expects Q4 EPS of $0.94-0.96, above consensus of $0.83, and revenues of +19% to $588M vs prior forecast of $530M and Street estimates of $531.57M. After record revenue of $2.17B in 2012, Nu Skin expects "that 2013 will be yet another record year."

Fastenal (FAST): Q4 EPS of $0.33 in-line. Revenue of $757.2M (+8.5% Y/Y) misses by $2.46M.

BlackRock (BLK): Q4 EPS of $3.96 beats by $0.26. Revenue of $2.5B (+14% Y/Y) beats by $0.02B.

Kinder Morgan Partners (KMP): Q4 EPS of $0.61 misses by $0.06. Revenue of $2.51B (+30.5% Y/Y) beats by $0.06B.

Charles Schwab (SCHW): Q4 EPS of $0.15 in-line. Revenue of $1.21B (+9% Y/Y).

Linear Tech (LLTC): Q4 EPS of $0.44 beats by $0.04. Revenue of $305.3M (+3.7% Y/Y) misses by $5.24M.

Economics

   This Week’s Data

            The December Chicago Fed National Activity Index came in at .02 versus expectations of .28.

   Other

            The inevitable result of credit expansion (medium):

Politics

  Domestic

  International War Against Radical Islam

            The latest from Stratfor of Japanese/Chinese/US relations (medium):


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