Be advised that many earnings estimates have not been updated in days and some of these estimates may have already changed.

Tuesday, August 30

Barnes and Noble Inc. (NYSE: BKS) has very few estimates but the company is now under a shadow since it lost Liberty as a bidder even if it got an investment from it. Shares are trading around $ 11.40; the 52-week trading range is $8.45 to $21.06.

China Finance Online Co Ltd. (NASDAQ: JRJC) has too few estimates to count but we are going to watch because the financial information provider is under the China cloud.  Shares are trading around $2.84; the 52-week trading range is $2.35 to $8.59.

Dollar General Corp. (NYSE: DG) has estimates of $0.47 EPS and $3.54 billion in revenues.  Shares are trading around $33.50 and the 52-week trading range is $26.64 to $35.09.  We love this one long-term, but always keep in mind that private equity sellers are an overhang any time the price rises too much.

DryShips Inc. (NASDAQ: DRYS) has estimates of $0.22 EPS; shares are around $3.08 and the year’s range is $2.19 to $6.44.  Shares were up double-digits on Monday as it announced the exchange offer of shares by Ocean Rig UDW.

Wednesday, August 31

Fresh Market Inc. (NASDAQ: TFM) has estimates of $0.20 EPS and $273.9 million in revenues.  Shares are trading around $34.95, the 52-week trading range is $30.86 to $46.85.

Zale Corp. (NYSE: ZLC) has to be looked at after Tiffany beat so well last week.  It has estimates of -$1.53 EPS and $336.65 million in revenues.  Shares are trading around $4.75, the 52-week trading range is $1.50 to $6.90.

Thursday, September 1

Ciena Corporation (NASDAQ: CIEN) has been a poor performer in the tech selling and it should be assumed that its outlook will be weak if its peers are any indication.  The communications equipment maker has estimates of -$0.21 EPS and $443.3 million in revenues.  Shares are trading around $12.10 and the 52-week trading range is $10.33 to $29.24.

Finisar Corporation (NASDAQ: FNSR) has also been battered with tech stocks.  It has estimates of $0.21 EPS and $228.3 million. Shares are trading around $18.08, and the 52-week trading range is $12.26 to $46.09.

H & R Block Inc. (NYSE: HRB) has estimates of -$0.39 EPS and $275.1 million in revenues.  Shares are trading around $14.95 and the 52-week trading range is $10.13 to $18.00.

Jos A Bank Clothiers Inc. (NASDAQ: JOSB) is very thinly covered but it almost always has a large short interest.  The clothier has estimates of $0.67 EPS and $209.7 million in revenues.  Shares are trading around $45.99 and the 52-week trading range is $36.41 to $57.14.

Friday, September 2

Campbell Soup Co. (NYSE: CPB) has estimates of $0.37 EPS EPS and $1.57 billion in revenues. Shares are trading around $31.70, the 52-week trading range is $29.69 to $37.59.

Teavana Holdings Inc. (NYSE: TEA) is one that we do not have the research quiet period wrapped up yet but the company will give its first earnings report.  At $23.90, the recent post-IPO range is $20.28 to $29.35.

JON C. OGG

Banco Bilbao Vizcaya Argentaria, S.A. (NYSE: BBVA) Started as Neutral at Credit Suisse.
Banco Santander S.A. (NYSE: STD) Started as Neutral at Credit Suisse.
El Paso Corporation (NYSE: EP) Reiterated Buy as Bull of the Day at Zacks.
El Paso Electric Co. (NYSE: EE) Cut to Hold at Argus.
Finisar Corporation (NASDAQ: FNSR) Raised to Buy at Citigroup.
First Solar Inc. (NASDAQ: FSLR) Maintained Neutral at Credit Suisse.
Gold Fields Limited (NYSE: GFI) Reiterated Buy as Value at Zacks.
The Goldman Sachs Group Inc. (NYSE: GS) Reiterated Underperform as Bear of the Day at Zacks.
Harmonic Inc. (NASDAQ: HLIT) Cut to Neutral at BofA/ML.
HCA Inc. (NYSE: HCA) Cut to Neutral at Goldman Sachs.
Mentor Graphics Corporation (NASDAQ: MENT) Raised to Buy at BofA/ML.
Netflix Inc. (NASDAQ: NFLX) Reiterated Outperform and raised target to $310 at Credit Suisse; Reiterated Sell at Janney Capital; Maintained as Buy with $300 target at Canaccord Genuity.
PetSmart, Inc. (NASDAQ: PETM) Started as Outperform at RBC.
Ryanair Holdings plc (NASDAQ: RYAAY) Cut to Market Perform at Raymond James.
Sprint Nextel Corporation (NYSE: S) Raised to Outperform at RBC.
The TJX Companies, Inc. (NYSE: TJX) Started as Buy at BofA/ML.
ValueClick, Inc. (NASDAQ: VCLK) Raised to Overweight at Piper Jaffray.

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JON C. OGG

Apple Inc. (NASDAQ: AAPL) Reiterated Outperform and $500 target at Credit Suisse; Reiterated Buy and raised target to $460 at Argus; Reiterated Buy and $515 target at BofA/ML.
Atmel Corporation (NASDAQ: ATML) Reiterated Buy with $17 target at Gleacher.
Bank of America Corporation (NYSE: BAC) Reiterated Hold at Argus.
Canadian Solar Inc. (NASDAQ: CSIQ) Cut to Hold at Canaccord Genuity.
Cisco Systems Inc. (NASDAQ: CSCO) Reiterated Buy with $24 target at Argus.
Cypress Semiconductor Corporation (NYSE: CY) Reiterated Neutral with $23 target at Gleacher.
The Coca-Cola Co. (NYSE: KO) Reiterated Buy and raised target to $78 at BofA/ML.
Finisar Corporation (NASDAQ: FNSR) Started as Overweight at Morgan Stanley.
Intuitive Surgical, Inc. (NASDAQ: ISRG) Raised to Buy at Goldman Sachs.
JDS Uniphase Corporation (NASDAQ: JDSU) Started as Equal-Weight at Morgan Stanley.
Monsanto Co. (NYSE: MON) Raised to Outperform as Bull of the Day at Zacks; Added to Conviction Buy List at Goldman Sachs.
PolyOne Corporation (NYSE: POL) Reiterated Buy as Value at Zacks.
Riverbed Technology, Inc. (NASDAQ: RVBD) Raised to Outperform at Baird; Reiterated Neutral and cut target to $37 at BofA/ML.
US Cellular (NYSE: USM) Cut to Underperform as Bear of the Day at Zacks.
VMware Inc. (NYSE: VMW) Raised to Neutral at Credit Suisse; Reiterated Buy and raised target to $128 at BofA/ML.
Youku.com Inc (NYSE: YOKU) Started as Neutral at Susquehanna.

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JON C. OGG

Finisar Corporation (NASDAQ: FNSR) is down nearly 18% premarket to $14.60, relative to a 52-week range of $11.98-$46.09. The company issued dissapointing Q1 results.

MediaMind Technologies, Inc. (NASDAQ: MDMD) is up 37.5% before market open on heavy volume to $21.94, relative to a 52-week range of $10.22-$17.88. DG (NASDAQ: DGIT) has agreed to acquire the company for $22 per share.

Melco Crown Entertainment Ltd. (NASDAQ: MPEL) is up 4.5% premarket, close to the top of a 52-week range of $3.56-$12.06.

Research In Motion Ltd. (NASDAQ: RIMM) is the obvious big one, but there are others like Best Buy Co. Inc. (NYSE: BBY) and Kroger Co. (NYSE: KR) that can move their sectors and related sectors.  We have compiled data from Thomson Reuters consensus as well as shown pricing data and added color on each if applicable.

Majesco Entertainment Co. (NASDAQ: COOL) is due with earnings on Monday and this small-cap video game company has come back like a champ as it has focused on small format and “freemium” games in social media or mobile gaming.  It just this week announced an NBA format game as well.  Thomson Reuters has estimates of $0.07 EPS and $25.5 million in revenue; the estimates for the coming quarter are -$0.02 EPS and $17.5 million in revenue.  Be advised that Majesco is very thin on analyst coverage so those figures may differ greatly from real results. Shares are trading around $4.08 and its 52-week range is $0.49 to $4.19 and its market cap is still only $153 million.

Best Buy Co. Inc. (NYSE: BBY) is due to report earnings on Tuesday and the current expectation during the slowdown looks very “Blah!” from where we sit today.  The good news is that the stock is now very cheap and it does screen out as a “value stock” even if the bias is negative ahead of earnings.  Thomson Reuters has estimates of $0.33 EPS and $10.69 billion in revenue; the estimates for the coming quarter are $0.54 EPS and $11.41 billion in revenue.  Shares are trading around $28.70 and its 52-week range is $28.09 to $45.63; Thomson Reuters has a consensus price target objective of almost $36.25.

Capstone Turbine Corporation (NASDAQ: CPST) is due to report on Tuesday.  This is another non-market mover and it won’t even be a sector-mover.  It is still a cult stock in the alternative and green (or less dirty) energy.  We might not even have cared, but a fresh call from FBR Capital brought attention here when it was started with an analyst rating of “Outperform.”  We would caution that it is thinly covered by Wall Street.  Thomson Reuters has estimates of -$0.03 EPS and $25.97 million in revenue; the estimates for the coming quarter are -$0.02 EPS and $24.7 million in revenue.  Shares are trading around $1.66 and its 52-week range is $0.62 to $2.14.

Finisar Corporation (NASDAQ: FNSR) is due to report Wednesday.  Thomson Reuters has estimates of $0.33 EPS and $242.89 million in revenue; the estimates for the coming quarter are $0.38 EPS and $253.9 million in revenue.  Shares are trading around $18.30 and its 52-week range is $11.98 to $46.09.  Needless to say, this one was bashed at its last earnings.  This one got hit this last week when CIENA Corporation (NASDAQ: CIEN) was hit after earnings.  Don’t quote us on this (unless it recovers), but if Finisar can meet its lowered expectations it is actually now showing up as a “value stock” for investors looking at companies that trade at under 10-times forward earnings.  Needless to say, this one has not exactly gone too well in 2011.

China Finance Online Co. Ltd. (NASDAQ: JRJC) has not escaped the China-bash trade, particularly since this company provides online financial and listed company data and information in China.  We only have one real estimate so this one is likely more of a “language” report than a “meet or beat” report. Its earnings report is due Thursday.  Thomson Reuters has estimates of $0.06 EPS and $14.99 million in revenue; the estimates for the coming quarter are $0.04 EPS and $15.06 million in revenue.  Shares are trading around $3.91 and its 52-week range is $3.65 to $8.59.

Kroger Co. (NYSE: KR) is due to report on Thursday.  Thomson Reuters has estimates of $ EPS and $ in revenue; the estimates for the coming quarter are $ EPS and $ in revenue.  Shares are trading around $23.40 and its 52-week range is $19.56 to $25.48.  With cost pressures still persisting, the low margins are something to watch here as companies are not yet able to pass on major price hikes in retail food sales.

Pier 1 Imports Inc. (NYSE: PIR) is due Thursday.  Thomson Reuters has estimates of $0.12 EPS and $334.96 million in revenue; the estimates for the coming quarter are $0.13 EPS and $333.97 million in revenue.  Shares are trading around $11.05 and its 52-week range is $5.67 to $12.75.  As you should have noticed, Pier 1 is back to making money and the stock has held up fairly well since its recovery when you consider that it was an at-risk brand during the recession.

Research In Motion Ltd. (NASDAQ: RIMM) is the Big Kahuna due to report this coming Thursday.  Needless to say, after the warnings and after the rise of Apple and Google, the expectations are low.  R-I-M is one company which could even find itself at-risk in the years ahead if the trends of today are not rectified.   Thomson Reuters has estimates of $1.32 EPS and $5.15 in revenue; the estimates for the coming quarter are $1.42 EPS and $5.51 billion in revenue.  Shares are trading around $36.75 and its 52-week range is $$36.08 to $70.54.  While this looks cheap and sounds cheap from an earnings valuation standpoint, keep in mind that many downgrades have been seen since its earnings warning.  R-I-M is likely a value trap rather than a value stock as shares have continued to slide far worse than when it first warned.  Our take… RIM should try to merge with Nokia Corporation (NYSE: NOK).

Smithfield Foods Inc. (NYSE: SFD) is supposed to be defensive in nature because it is food, but input costs and transportation costs have weighed on the fresh meat and packaged meat producer. Thomson Reuters has estimates of $0.82 EPS and $3.24 billion in revenue; the estimates for the coming quarter are $0.71 EPS and $3.23 billion in revenue.  Shares are trading around $18.95 and its 52-week range is $13.34 to $24.93.

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JON C. OGG

We have added in Thomson Reuters estimates, added in price action, and added in color if appropriate on each. As a reminder, some of the days and estimates could have changed, and many may change before the actual reports.

Fuelcell Energy Inc. (NASDAQ: FCEL) is due on Monday and this one has been a disaster in alternative energy.  We do not even care about the losses nor do we interpret anything that the company says as being a sector-moving event. All that matters is whether or not the company can reach profits by 2013 or so.

The Pep Boys – Manny, Moe & Jack (NYSE: PBY) is just one more auto parts company with earnings, but it is one which some investors are hoping is a buyout.  Thomson Reuters has estimates of $0.30 EPS and $537.03 million in revenue; next quarter estimates are $0.25 EPS and $534.44 million in revenues.  With shares around $13.60, the 52-week range is $7.86 to $15.96.

Thor Industries Inc. (NYSE: THO) is not about the movie, but it is about RVs. Thomson Reuters has estimates of $0.67 EPS and $848.92 million in revenue; next quarter estimates are $0.83 EPS and $869.73 million in revenues.  With shares around $31.00, the 52-week range is $20.74 to $39.12.

Hovnanian Enterprises Inc. (NYSE: HOV) is due on Tuesday and we are not expecting anything of any merit other than from “other operations” as housing data just stinks now.  Thomson Reuters has estimates of -$0.51 EPS and $263 million in revenue; next quarter estimates are -$0.38 EPS and $341.35 million in revenues.  With shares around $2.46, the 52-week range is $2.31 to $6.19.

Ciena Corporation (NASDAQ: CIEN) is due Wednesday and the equipment maker could have some very volatile shares as traders will have very little else to focus on.  Thomson Reuters has estimates of -$0.10 EPS and $428.1 million in revenue; next quarter estimates are $0.06 EPS and $456.42 million in revenues.  With shares around $25.30, the 52-week range is $11.86 to $29.24.

Lululemon Athletica Inc. (NASDAQ: LULU) is due next Thursday and it has been impossible to not notice that the chart is becoming strained after a monster run up in the yoga and athletic-wear retailer.  Thomson Reuters has estimates of $0.38 EPS and $180.91 million in revenue; next quarter estimates are $0.40 EPS and $196.95 million in revenues.  With shares around $87.25, the 52-week range is $31.08 to $102.83.  We do not expect that investors will be happy with a “meet and reaffirm guidance” quarter.  As a reminder, we saw this as one of the top analyst calls of last week based upon its chart and valuation.

National Semiconductor Corporation (NYSE: NSM) is due next Thursday and we want to remind that this is only being evaluated for the Texas Instruments Inc. (NYSE: TXN) angle. Thomson Reuters has estimates of $0.27 EPS and $365.15 million in revenue; next quarter estimates are $0.29 EPS and $374.9 million in revenues.

Finisar Corporation (NASDAQ: FNSR) is due with earnings next Friday morning. Thomson Reuters has estimates of $0.33 EPS and $242.89 million in revenue; next quarter estimates are $0.38 EPS and $253.9 million in revenues.  With shares around $21.57, the 52-week range is $11.98 to $46.09.  Keep in mind that this one got killed last quarter as shares fell from $40 to $25 and its shares have traded in a range of $21 to $25 almost ever since.

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JON C. OGG

Adobe Systems Inc. (NASDAQ: ADBE) Maintained Neutral but cut estimates at Credit Suisse.
Emerson Electric Co. (NYSE: EMR) Reiterated Buy with $70 target at BofA/ML.
Ener1, Inc. (NASDAQ: HEV) Reiterated Buy and $5 target at BofA/ML.
Finisar Corporation (NASDAQ: FNSR) Maintained Outperform and $29 target at Credit Suisse.
Genomic Health Inc. (NASDAQ: GHDX) Cut to Neutral at Piper Jaffray.
Kinder Morgan, Inc. (NYSE: KMI) Started as Neutral with $32 target at BofA/ML; Started as Neutral with $32 target at Credit Suisse.
Kinder Morgan Energy Partners LP (NYSE: KMP) Resumed as Buy at BofA/ML.
Kinder Morgan Management LLC (NYSE: KMR) Resumed as Buy at BofA/ML.
Micron Technology Inc. (NASDAQ: MU) Maintained Outperform but cut estimates at Credit Suisse.
Owens Corning Inc. (NYSE: OC) Raised to Buy at BofA/ML.
School Specialty, Inc. (NASDAQ: SCHS) Maintained Outperform as Bull of the Day at Zacks.
Starbucks Corporation (NASDAQ: SBUX) Reiterated Buy and Raised target to $42 at Argus.
Stillwater Mining Company (NYSE: SWC)
Textron Inc. (NYSE: TXT) Raised to Overweight at JPMorgan.
Tower Group, Inc. (NASDAQ: TWGP) Cut to Underperform as Bear of the Day at Zacks.

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JON C. OGG

AEterna Zentaris, Inc. (NASDAQ: AEZS) is up 13% premarket to $2.05, relative to a 52-week range of $0.79-$2.19.

Finisar, Inc. (NASDAQ: FNSR) is down 37.5% premarket on heavy volume to $25.03, relative to a 52-week range of $11.98-$46.09. The company offered weak guidance for the upcoming quarter.

JDS Uniphase Corporation (NASDAQ: JDSU) is down 12% premarket to $22.35, relative to a 52-week range of $9.05-$29.12.

Oclaro, Inc. (NASDAQ: OCLR) is down 15.5% premarket on moderate volume to $14.05, relative to a 52-week range of $8.25-$18.95.

Cheniere Energy Partners LP. (AMEX: CQP) Raised to Hold at Citigroup.
Dynegy Inc. (NYSE: DYN) Cut to Sell at S&P Equity Research (late-Tuesday call).
Ensco plc (NYSE: ESV) Raised to Outperform and $71 target at Credit Suisse.
Finisar Corporation (NASDAQ: FNSR) Target cut to $29 from $43 at Credit Suisse.
Interactive Brokers Group Inc. (NASDAQ: IBKR) Cut to Underperform and Short-Term Sell at Zacks Investment Research.
Lululemon Athletica Inc. (NASDAQ: LULU) Started as Buy at Stern Agee.
The Mosaic Co. (NYSE: MOS) Cut to Hold at Citigroup.
BankUnited, Inc. (NYSE: BKU) Started as Market Perform at KBW; Started as Buy at BofA/ML; Started as Neutral at Goldman Sachs.
Potash Corp. of Saskatchewan (NYSE: POT) Cut to Hold at Citigroup.
Suntech Power Holdings Co. Ltd. (NYSE: STP) Reiterated Underperform with $7.80 target at BofA/ML; Maintained Buy with $13 target Auriga.
Transocean Ltd. (NYSE: RIG) Started as Market Perform at Morgan Keegan.
Trinity Biotech plc (NASDAQ: TRIB) maintained Outperform as Bull of the Day at Zacks Investment Research.
United Natural Foods Inc. (NASDAQ: UNFI) Cut to Hold at Argus.
United Natural Foods Inc. (NYSE: WEN) Reiterated Sell at Argus.

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JON C. OGG

The outfit’s third quarter revenue was up 58% to $263 million and earnings were $0.47 EPS.  Earnings met expectations and revenues were about $5 million above estimates.

Guidance for the current quarter of $235 million to $250 million in revenue is south of the $269.1 million that had been expected.  Earnings were projected to be $0.31 to $0.35 EPS versus the $0.48 estimate.

While the reasons are many, the magnitude of the miss was enough to take a bite out of peers.  To blame were longer negotiation periods for year-end by telecom customers, Chinese New Year forcing a week of business closure in China, and a generally slower Chinese business demand.

JDS Uniphase Corporation (NASDAQ: JDSU) is indicated down under $22.00 in early trading versus a $25.38 close, but its shares traded over 4.7 million shares in NASDAQ after-hours trading last night.  CIENA Corp. (NASDAQ: CIEN) is indicated down around $24.00 after a $25.68 close.

Finisar shares closed at $40.04 and the stock is now indicated down under $25.00 on more than 75,000 pre-market shares with just under two hours until the close.  Finisar went out at $25.70 on more than 4.3 million shares in the after-hours trading session alone.

JON C. OGG