Media Appearance: Kudlow & Company (2/7/07)

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Back in the remote studio tonite, at 5:30
- 6:00pm
. The topics will include Earnings, and the market action lately. Other panelists include Quentin Hardy, the Silicon Valley Bureau Chief for Forbes magazine, and Jack Ablin, chief investment officer at Harris Private Bank Stefan Abrams, senior advisor to Trust Company of the West.

Last week, I mentioned I prefered the big caps, (specifically mentioning GE lasy week and Disney a few weeks prior), as well as ON Semiconductor.

We also will be looking at the sector work we looked at earlier this week:

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The positives:

Overall earnings picture has mostly exceeeded expectations; the rally in the Transports;

The negatives:

Disappointing guidance, the likely end of double digit earnings gains, Good numbers from (Microsoft, Cisco), unable to hold a bid.

Category: Media

Global Credit Crunch?

Category: Federal Reserve, Fixed Income/Interest Rates, Investing, Markets, Psychology

Foreclosure Heatmap

Category: Real Estate

Has the DVD format peaked?

Category: Digital Media, Film, Technology

Various Looks at Sector Performance

Category: Economy, Index/ETFs, Investing, Markets, Technical Analysis

Earnings Streak Snapped; How Pricey Are Stocks?

Category: Earnings, Investing, Markets, Psychology, Valuation

iConcertCal

Category: Digital Media, Music, Web/Tech

Typepad Down Most of the Day

Category: Weblogs

Transports!

Category: Economy, Markets, Technical Analysis

9.1 Degrees

Category: Commodities, Energy, Science