7/28 - 8/1 Watchlist

Aside from energy and financials, I still like the fertilizers (MOS, CF, BG, SQM) if CF and MOS can deliver some decent numbers tomorrow. Per my post last week, SINA, SOHU, PTR and a few other China stocks (FMCN, CTRP) are on the radar. In fact, these monster earnings just came out on Briefing.com:

01:28
SOHU Sohu.com beats by $0.25, beats on revs; guides Q3 EPS above consensus, revs above consensus (82.82 )
Reports Q2 (Jun) earnings of $0.92 per share, excluding non-recurring items, $0.25 better than the First Call consensus of $0.67; revenues rose 161.6% year/year to $102 mln vs the $96.5 mln consensus. Co issues upside guidance for Q3, sees EPS of $1.00-1.05, excluding non-recurring items, vs. $0.71 consensus; sees Q3 revs of $112.0-116.0 mln vs. $106.75 mln consensus.

Lastly, the momentum is still in biotech. Be careful with earnings announcements but here are few charts that are setting up nicely:

SQNM - Earnings are after the close, 7/30.

ESRX - Earnings are after the close, 7/30...may get some movement before then.

DNA - Lots of mojo here...earnings are out and it's in play:

CELG - Earnings are already out and it could finally be moving out of the recent base: