Stock Tickers: GE, AA, INFY, YUM, DNA, MAR, BOT, CME

Next week is the official launch of earnings season, although as you will tell even though the stocks are important there are not even a ‘true’ TOP 10 Earnings.

Monday, July 9
ALCOA (AA-NYSE)    $0.84…is Alcoa getting Alcan (AL), vice versa, or are they both just BAIT for someone else?

Chicago Board of Trade (BOT) has special meeting for voting on merger with Chicago Mercantile Exchange (CME).

Tuesday, July 10
Infosys Technologies Ltd. (INFY) $0.40…will Cramer still like the Indian IT outsource juggernaut?

Wednesday, July 11
Genentech (DNA) $0.71…can the biotech start trading like a biotech winner again, or is it now just another Big Pharma company with less diversification in the portfolio?  Gotta love the recent black box.
YUM! Brands (YUM) $0.36…only now about 2% under all-time high (post split).

Thursday, July 12
Marriott Int’l (MAR) $0.53…will there soon be any public hotels left?

Friday, July 13
General Electric (GE) $0.52
Citigroup still thinks a break-up is worth more, although I disagree with the core logic that this SHOULD even be considered;and given the ‘quite brief’ new recent highs and interest in megacaps we would be happy to let it ride for now.

Jon C. Ogg
July 6, 2007

Jon Ogg can be reached at [email protected]; he does not own securities in the companies he covers.

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