World Of Wallstreet

Earnings Calendary Update 5/20/2007

There are no earnings reports that I know of coming out next week.

Here's the links for the latest on the earnings calendar:
This Week's Results
This Quarter's Results
This quarters results as excel spreadsheet

I would say that what I've learned this quarter is as follows:
(1) There don't seem to be clear patterns within a commodity. That is somewhat surprising to me. The one exception (which was probably random chance and thus untradeable) was the CL producers which were consistently good.
(2) Overall the average movement from the close two days before to the close two days after was 1.2% with a pretty big deviation. Seems tradeable for a portion of an account.
(3) If you leave out Fridays the average was 1.6%. Companies supposedly put out bad quarterly results on Fridays so that the disappointment will get as little notice as possible. This seems worth paying attention to.

For next quarter I'm hoping to keep track of whether the earnings date was preannounced or not and get better at tracking the smaller Canadian company earnings reports (which are often not preannounced). Perhaps I'll try to correlate the change in commodity price over the quarter with the earnings results.

Let me know if you have any suggestions regarding how I might better track earnings for commodity-related companies.

Earnings Calendar Update 5/13/2007

I'm running to the airport, so the commentary this week will have to be abbreviated. Here's the upcoming earnings announcements. IVW.TO has had its mine shutdown. ITs conference call may be of interest.

Symbol	Earnings Date	Industry	StockName	Size	StageOfDev	RecedBy	Comments
STP	05/14/07	Solar	Suntech Power		Production
SSRI	05/14/07	Ag	Silver Standard	Major	Production
MTL	05/14/07	Steel	Mechel	Major	Production	semi_long	Russian steel & nickel mine
LIM.TO	05/14/07	Ni	Lionore	Mid	Production	BEB
AUY	05/15/07	Au	Yamana	Mid	Production		Growth 2007
IVW.TO	05/15/07	Pb	Ivernia	Mid	New Producer		Mine shutdown, lead poisoning
IAG	05/15/07	Au	IAMGOLD	Mid	Production	tobinator00
DE	05/16/07	Agri	Deere	Major	Production		Farm equipment

Here's the results so far for the quarter:

Symbol	Earnings Date	close 2 days before to close day after	Commodity	StockName	Size	StageOfDev	RecedBy	Comments
GRS	04/02/07	2.77%	Ag	Gammon Lake Resources	Major	Production		Mexican Ag&Au
SLW	04/26/07	1.24%	Ag	Silver Wheaton	Major	Production	Tobinator	None
HL	05/02/07	-1.70%	Ag	Hecla	Major	Production
		0.77%	Ag Average
NEM	04/26/07	-2.68%	Au	Newmont	Major	Production
ABX	05/02/07	7.90%	Au	Barrick Gold	Maj	Production
MDG	05/02/07	2.85%	Au	Meridian Gold	Maj	Production
GFI	05/03/07	0.06%	Au	Gold Fields	Maj	Production
NXG	05/04/07	-7.08%	Au	Northgate Minerals	Mid	Production	tobinator00	Mine running out. New mine having first nation permits
KGC	05/07/07	-1.43%	Au	Kinross	Major	Production
GOLD	05/08/07	-0.16%	Au	Randgold	Major	Production
GSS	05/10/07	-2.35%	Au	Golden Star	Jr	Production	Tobinator
RIC	05/10/07	3.77%	Au	Richmont	Jr	Production	Tobinator	High cash cost
		0.10%	Au Average
COS-UN.TO	04/26/07	6.21%	CL	Canadian Oil Sands	Mid	Production	Northbeach	Tar Sands
SU	04/26/07	2.22%	CL	Suncor	Mid	Production		Tar Sands
IMO	05/01/07	-1.72%	CL	Imperial Oil	Mid	Production		Exxon owns part. Has partial ownership of producing tarsands
CNQ	05/03/07	6.19%	CL	Canadian Natural	Major	Production		Tar Sands Prod 2007
DNR	05/03/07	1.11%	CL	Denbury	Jr	Production	RdesRoch	Growth;CO2 Tertiary
EAC	05/03/07	2.72%	CL	Encore Acquisitions	Jr	Production	TryHardDieHard	1/3 NG
TLM	05/09/07	-3.83%	CL	Talisman	Jr	Production		Also NG
		1.84%	CL Average
NOV	04/27/07	4.23%	CL Services	National Oilwell Varco	Mid	Production		Systems, components, products for oil and gas industry.
		4.23%	CL Services Average
BTU	04/19/07	-2.21%	Coal	Peabody		Production
ACI	04/23/07	4.27%	Coal	Archer Coal	Major	Production
FDG	04/24/07	2.74%	Coal	Fording		Production
CNX	04/26/07	-0.54%	Coal	Consol		Production
MEE	04/27/07	5.03%	Coal	Massey		Production
ANR	05/04/07	-6.28%	Coal	Alpha Natural		Production
		0.50%	Coal Average
PCU	04/26/07	-0.70%	Cu	Southern Copper	Mid	Production
IMN.TO	05/02/07	8.24%	Cu	Inmet	Major	Production		Also Zn;Au
AUR.TO	05/03/07	15.55%	Cu	AUR	Mid	Production
TGB	05/07/07	1.22%	Cu	Taseko Mines	Jr	Production	mkt_caster
LMC	05/10/07	-2.38%	Cu	Lundin	Mid	Production		Cu Zn Pb
NTO	05/10/07	-5.83%	Cu	Northern Orion	Jr	Preproduction	Melbourne	Also Au
		2.68%	Cu Average
BHP	04/02/07	2.90%	Div	BHP	Major	Production
RIO	05/04/07	4.30%	Div	CVRD	Major	Production
		3.60%	Div Average
NE	04/19/07	-0.21%	Drilling	Noble	Mid	Production	Crdnlau	Offshore Drilling
ESV	04/24/07	3.75%	Drilling	Ensco	Mid	Production		Offshore Drilling
DO	04/26/07	5.95%	Drilling	Diamond Offshore	Mid	Production		Offshore Drilling
		3.16%	Drilling Average
TRA	04/26/07	4.15%	Fert	TRA	Mid	Production		Fertilizer
AGU	05/03/07	-3.74%	Fert	Agrium	Mid	Production		Fertilizer
		0.20%	Fert Average
CBI	05/02/07	3.75%	GeneralContractors	Chicago Bridge Iron	Mid	Producer	scottnc	LNG; Water Tanks
		3.75%	GeneralContractors Average
ADM	05/01/07	-6.13%	Grains	Archers Daniels	Major	Production
		-6.13%	Grains Average
RYN	04/24/07	0.66%	Lum	Rayonier		Production
TIN	04/25/07	-0.38%	Lum	Temple Inland		Production
WY	05/04/07	3.54%	Lum	Weyerhaeuser	Major	Production
		1.27%	Lum Average
MX	04/27/07	-4.92%	MiningSupplier	Metso	Mid	Producer	scottnc	Finishish; Gives 50% earnings as dividend
		-4.92%	MiningSupplier Average
GMO	04/03/07	24.88%	Mo	Idaho General	Jr	Preproduction
BLE.TO	05/10/07	8.91%	Mo	Blue Pearl	Mid	Production
		16.90%	Mo Average
ECA	04/25/07	-0.35%	NG	Encana	Major	Production		Also Tar Sands
XTO	04/25/07	0.22%	NG	XTO	Mid	Production
APA	04/26/07	-2.19%	NG	Apache Corp	Mid	Production	TryHardDieHard	Also CL
APC	04/30/07	-2.53%	NG	Anadarko	Mid	Production
EOG	05/01/07	4.26%	NG	EOG Resources	Mid	Production
UPL	05/02/07	10.19%	NG	Ultra Petroleum	Mid	Production		NG
EPEX	05/03/07	3.05%	NG	Edge Petroleum	Jr	Production	Todd1956	Also CL
CHK	05/04/07	0.03%	NG	Chesapeake Energy	Mid	Production
BBG	05/08/07	1.21%	NG	Bill Barrett	Jr	Production	RdesRoch	Growth 2007
		1.54%	NG Average
RNO	05/07/07	1.20%	Ni	Rio Narcea	Jr	Production		Au 2007
		1.20%	Ni Average
SWC	04/02/07	2.04%	Pd	Stillwater	Jr	Production		Only NA Pd&Pt miner
PAL	05/10/07	17.45%	Pd	North American Palladium	Mid	Production
		9.75%	Pd Average
FSLR	04/02/07	4.79%	Solar	First Solar		Production
ESLR	04/18/07	-10.85%	Solar	Evergreen Solar		Production
SPWR	04/26/07	5.38%	Solar	Sunpower		Production
WFR	04/26/07	-12.14%	Solar	MEMC		Production
ENER	05/10/07	-1.14%	Solar	Energy Conversion		Production
		-2.79%	Solar Average
CCJ	04/30/07	2.89%	U	Cameco	Major	Production
DML.TO	05/10/07	4.20%	U	Denison	Mid	Production
PDN.TO	05/10/07	-1.74%	U	Paladin	Jr	New Producer
		1.79%	U Average
TCK	04/02/07	2.84%	Zn	Teck Cominco	Major	Production
HBM.TO	05/10/07	2.04%	Zn	Hudbay	Mid	Production		Also Cu
		2.44%	Zn Average
		1.71%	Grand Total

I don't have time to evaluate how any trading would have turned out, but I don't think it was something you'd have wished you'd done.

Earnings Calendar Update 5/5/2007

Here's the stocks I'm tracking who have earnings coming out this week.

Symbol	Earnings Date	Industry	StockName	Size	StageOfDev	RecedBy	Comments
RNO	05/07/07	Ni	Rio Narcea	Jr	Production		Au 2007
IAG	05/07/07	Au	IAMGOLD	Mid	Production	tobinator00
TGB	05/07/07	Cu	Taseko Mines	Jr	Production	mkt_caster
KGC	05/07/07	Au	Kinross	Major	Production
BBG	05/08/07	NG	Bill Barrett	Jr	Production	RdesRoch	Growth 2007
GOLD	05/08/07	Au	Randgold	Major	Production
TLM	05/09/07	CL	Talisman	Jr	Production		Also NG
PAL	05/10/07	Pd	North American Palladium	Mid	Production
HBM.TO	05/10/07	Zn	Hudbay	Mid	Production		Also Cu
GSS	05/10/07	Au	Golden Star	Jr	Production	Tobinator
ENER	05/10/07	Solar	Energy Conversion		Production
GG	05/11/07	Au	Goldcorp	Major	Production

Here's the link to the table with Earnings reports so far subtotaled by commodity. Qualitatively the results so far are consistently positive for CL and generally positive for Cu. So, if I were trading this week (which I'm not because I'm all in on my favorite base metal stocks), I'd be long already on TGB and would go long on Talisman. By the way, Solar Energy (if you check the link) has been bad enough that I'd be tempted to be short ENER.

For What Its Worth, if you or I had followed my recs from last week (CL stocks: EAC, DNR, CNQ) you or I would have been 3 for 3 with an average gain of 3.3%. These are on reasonably large-cap stocks where you could have placed big bets. Not bad.

Earnings Calendar Update 4/28/2007

Here's the earnings results for this quarter so far. I'd say what stands out to me is that solar energy stocks have taken big hits and petroleum producers (not natural gas) have done nicely. GMO (which did not announce their earnings ahead of time, I believe) had the best gain so far this quarter 25%. See my previous post for a discussion of Molybdenum stocks.

Symbol	Earnings Date	close 2 days before to close day after	Sector	Industry	Commodity	StockName	Size	StageOfDev	RecedBy	Comments
GRS	04/02/07	2.77%	BasicMaterials	Ag	Ag	Gammon Lake Resources	Major	Production		Mexican Ag&Au
SLW	04/26/07	1.24%	BasicMaterials	Ag	Ag	Silver Wheaton	Major	Production	Tobinator	None
AUY	04/02/07	3.21%	BasicMaterials	Au	Au	Yamana	Mid	Production		Growth 2007
NEM	04/26/07	-2.68%	BasicMaterials	Au	Au	Newmont	Major	Production
COS-UN.TO	04/26/07	6.21%	BasicMaterials	CL	CL	Canadian Oil Sands	Mid	Production	Northbeach	Tar Sands
SU	04/26/07	2.22%	BasicMaterials	CL	CL	Suncor	Mid	Production		Tar Sands
BTU	04/19/07	-2.21%	BasicMaterials	Coal	Coal	Peabody		Production
ACI	04/23/07	4.27%	BasicMaterials	Coal	Coal	Archer Coal	Major	Production
FDG	04/24/07	2.74%	BasicMaterials	Coal	Coal	Fording		Production
CNX	04/26/07	-0.54%	BasicMaterials	Coal	Coal	Consol		Production
PCU	04/26/07	-0.70%	BasicMaterials	Cu	Cu	Southern Copper	Mid	Production
BHP	04/02/07	2.90%	BasicMaterials	Div	Div	BHP	Major	Production
NE	04/19/07	-0.21%	BasicMaterials	Drilling	Drilling	Noble	Mid	Production	Crdnlau	Offshore Drilling
ESV	04/24/07	3.75%	BasicMaterials	Drilling	Drilling	Ensco	Mid	Production		Offshore Drilling
DO	04/26/07	5.95%	BasicMaterials	Drilling	Drilling	Diamond Offshore	Mid	Production		Offshore Drilling
TRA	04/26/07	4.15%	BasicMaterials	Fert	Fert	TRA	Mid	Production		Fertilizer
RYN	04/24/07	0.66%	BasicMaterials	Lum	Lum	Rayonier		Production
TIN	04/25/07	-0.38%	BasicMaterials	Lum	Lum	Temple Inland		Production
GMO	04/03/07	24.88%	BasicMaterials	Mo	Mo	Idaho General	Jr	Preproduction
ECA	04/25/07	-0.35%	BasicMaterials	NG	NG	Encana	Major	Production		Also Tar Sands
XTO	04/25/07	0.22%	BasicMaterials	NG	NG	XTO	Mid	Production
APA	04/26/07	-2.19%	BasicMaterials	NG	NG	Apache Corp	Mid	Production	TryHardDieHard	Also CL
SWC	04/02/07	2.04%	BasicMaterials	Pd	Pd	Stillwater	Jr	Production		Only NA Pd&Pt miner
FSLR	04/02/07	4.79%	BasicMaterials	Solar	Solar	First Solar		Production
ESLR	04/18/07	-10.85%	BasicMaterials	Solar	Solar	Evergreen Solar		Production
SPWR	04/26/07	5.38%	BasicMaterials	Solar	Solar	Sunpower		Production
WFR	04/26/07	-12.14%	BasicMaterials	Solar	Solar	MEMC		Production
TCK	04/02/07	2.84%	BasicMaterials	Zn	Zn	Teck Cominco	Major	Production

Here's the earnings coming out this week. If I were trading this week, and I'm not, I'd be tempted to go long on the CL producers (CNQ, DNR and EAC).

Symbol	Earnings Date	Commodity	StockName	Size	StageOfDev	RecedBy	Comments
AGU	04/30/07	Fert	Agrium	Mid	Production		Fertilizer
APC	04/30/07	Ng	Anadarko	Mid	Production
CCJ	04/30/07	U	Cameco	Major	Production
EOG	05/01/07	Ng	EOG Resources	Mid	Production
ADM	05/01/07	Grains	Archers Daniels	Major	Production
HL	05/02/07	Ag	Hecla	Major	Production
CBI	05/02/07	GeneralContractors	Chicago Bridge Iron	Mid	Producer	scottnc	LNG; Water Tanks
UPL	05/02/07	NG	Ultra Petroleum	Mid	Production		NG
IMN.TO	05/02/07	Cu	Inmet	Major	Production		Also Zn;Au
MDG	05/02/07	Au	Meridian Gold	Maj	Production
GFI	05/03/07	Au	Gold Fields	Maj	Production
CNQ	05/03/07	CL	Canadian Natural	Major	Production		Tar Sands Prod 2007
DNR	05/03/07	CL	Denbury	Jr	Production	RdesRoch	Growth;CO2 Tertiary
AUR.TO	05/03/07	Cu	AUR	Mid	Production
EAC	05/03/07	CL	Encore Acquisitions	Jr	Production	TryHardDieHard	1/3 NG
EPEX	05/03/07	Ng	Edge Petroleum	Jr	Production	Todd1956	Also CL
ANR	05/04/07	Coal	Alpha Natural		Production
CHK	05/04/07	NG	Chesapeake Energy	Mid	Production
NXG	05/04/07	Au	Northgate Minerals	Mid	Production	tobinator00	Mine running out. New mine having first nation permits
RIO	05/04/07	Div	CVRD	Major	Production
WY	05/04/07	Lum	Weyerhaeuser	Major	Production

Earnings Calendar Update 4/22/2007

Here's the latest earnings calendar. The stocks coming up this week are (except for QUA.TO which is Monday, see end of post):

 

Symbol	Earnings Date	Sector	Industry	Commodity	StockName	Size	StageOfDev	RecedBy	Comments
ACI	04/23/07	BasicMaterials	Coal	Coal	ACI	Major	Production
RYN	04/24/07	BasicMaterials	Lum	Lum	RYN		Production
FDG	04/24/07	BasicMaterials	Coal	Coal	FDG		Production
XTO	04/25/07	BasicMaterials	NG	NG	XTO	Mid	Production
TIN	04/25/07	BasicMaterials	Lum	Lum	TIN		Production
ECA	04/25/07	BasicMaterials	NG	NG	ECA	Major	Production		Also Tar Sands
COS-UN.TO	04/26/07	BasicMaterials	CL	CL	COS-UN.TO	Mid	Production	Northbeach	Tar Sands
APA	04/26/07	BasicMaterials	NG	NG	Apache Corp	Mid	Production	TryHardDieHard	Also CL
CNX	04/26/07	BasicMaterials	Coal	Coal	CNX		Production
NEM	04/26/07	BasicMaterials	Au	Au	NEM	Major	Production
PCU	04/26/07	BasicMaterials	Cu	Cu	PCU	Mid	Production
SLW	04/26/07	BasicMaterials	Ag	Ag	Silver Wheaton	Major	Production	Tobinator	None
SPWR	04/26/07	BasicMaterials	Solar	Solar	SPWR		Production
SU	04/26/07	BasicMaterials	CL	CL	SU	Mid	Production		Tar Sands
TRA	04/26/07	BasicMaterials	Fert	Fert	TRA	Mid	Production		Fertilizer
WFR	04/26/07	BasicMaterials	Solar	Solar	WFR		Production
MX	04/27/07	IndustrialGoods	DiversifiedMachinery	MiningSupplier	Metso	Mid	Producer	scottnc	Finish; Gives 50% earnings as dividend
MEE	04/27/07	BasicMaterials	Coal	Coal	MEE		Production

Full Earnings Calendar For Q1 2007

By the way, I'm making progress with this earnings calendar. I'm now holding the calendar in a POSTGRES database and am automatically updating from finance.yahoo.com and www.marketwatch.com. The next step is to start monitoring CCNMATTHEW's Earnings RSS feed to try to pick up the smaller stocks. QUA.TO is an example of a stock which would have been picked up, but was missed because its not covered by Yahoo or MarketWatch. 

Earnings Calendar Intro

This is my list of commodity stocks of interest. I'm tracking just about all the commodity stocks I see recommended on the investorvillage.com RNO, BRY and CWEI boards and tracking, by commodity, what happens around earnings time. I'm hoping this will provide the raw material for a useful swing trading system. I'm planning on updating this most weekends. You can take a look at current contents by clicking on the following link (which you can bookmark as I'm going to have it point to the latest version):

Download earningscalendar.html (217.8K)