Monday, November 30, 2009

Tuesday Watch

Late Buy/Sell Recommendations
Citigroup:

- Reiterated Buy on (ALTR), raised estimates, target $27.


Night Trading
Asian Indices are -.25% to +.50% on average.

Asia Ex-Japan Inv Grade CDS Index 114.50 unch.
S&P 500 futures -.07%.
NASDAQ 100 futures -.03%.


Morning Preview

BNO Breaking Global News of Note

Google Top Stories

Bloomberg Breaking News

Yahoo Most Popular Biz Stories

MarketWatch News Viewer

Asian Financial News

European Financial News

Latin American Financial News

MarketWatch Pre-market Commentary

U.S. Equity Preview

TradeTheNews Morning Report

Briefing.com In Play

SeekingAlpha Market Currents

Briefing.com Bond Ticker

US AM Market Call
NASDAQ 100 Pre-Market Indicator/Heat Map
Pre-market Stock Quote/Chart
WSJ Intl Markets Performance
Commodity Futures
IBD New America
Economic Preview/Calendar
Earnings Calendar

Conference Calendar

Who’s Speaking?
Upgrades/Downgrades

Politico Headlines
Rasmussen Reports Polling


Earnings of Note
Company/EPS Estimate
- (CPRT)/.40

- (SPLS)/.38


Economic Releases

10:00 am EST

- ISM Manufacturing for November is estimated to fall to 55.0 versus 55.7 in October.

- ISM Prices Paid for November is estimated at 65.0 versus 65.0 in October.

- Construction Spending for October is estimated to fall -.5% versus a +.8% gain in September.

- Pending Home Sales for October are estimated to fall -1.0% versus a +6.1% gain in September.


Afternoon:

- Total Vehicle Sales for November are estimated to rise to 10.5M versus 10.45M in October.


Upcoming Splits
- None of note


Other Potential Market Movers
-
The Fed’s Plosser speaking, API Energy Inventory report, CSFB Technology Conference, Citi Basic Materials Conference, Citi Chemical Conference, (AGO) analyst meeting, FBR Investor Conference, Piper Jaffray Healthcare Conference, (UNH) analyst day, ABC Consumer Confidence reading and the weekly retail sales reports could also impact trading today.


BOTTOM LINE: Asian indices are mostly higher, boosted by financial and technology shares in the region. I expect US equities to open mixed and to rally into the afternoon, finishing modestly higher. The Portfolio is 75% net long heading into the day.

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