Thursday, December 08, 2005

Thursday Watch

Late-Night Headlines
Bloomberg:
- Sony Corp. had its debt rating cut one level to A2 by Moody’s Inventors Service.

Chicago Tribune:
- Chicago’s city council today approved an ordinance that will ban smoking in all public places in the city, including restaurants, bars and sports venues, within three years.

Reuters:
- Worldwide DVD movie sales are probably nearing their peak as customer interest in downloads and video-on-demand rises.

Kyodo News:
- Japan’s government will today announce a one-year extension of the deployment of its troops in Iraq.

Late Buy/Sell Recommendations
Goldman Sachs:
- Reiterated Outperform on KO.
- Reiterated Underperform on TXN.

Smith Barney:
- Upgraded PLAY to Buy, target $36.

Night Trading
Asian Indices are -1.25% to -.25% on average.
S&P 500 indicated -.21%.
NASDAQ 100 indicated -.26%.

Morning Preview
US AM Market Call
NASDAQ 100 Pre-Market Indicator/Heat Map
Pre-market Commentary
Before the Bell CNBC Video(bottom right)
Global Commentary
Asian Indices
European Indices
Top 20 Business Stories
In Play
Bond Ticker
Daily Stock Events
Macro Calls
Rasmussen Consumer/Investor Daily Indices
CNBC Guest Schedule

Earnings of Note
Company/EPS Estimate
CIEN/-.03
COST/.45
FLE/.00
CMOS/-.02
ESL/.56
NSM/.28
TOL/.65

Upcoming Splits
CDIS 2-for-1
TXU 2-for-1

Economic Releases
8:30 am EST
- Initial Jobless Claims for last week are estimated to fall to 318K versus 320K the prior week.
- Continuing Claims are estimated to fall to 2745K versus 2767K prior.

BOTTOM LINE: Asian indices are lower, dragged down by Financial shares in the region. I expect US equities to open lower and to rally modestly into the afternoon, finishing mixed. The Portfolio is 75% net long heading into the day.

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