Week Ahead for Stocks

The week ahead presents some interesting catalysts for stocks. First and foremost, Janet Yellen appears for the first time on the very public scene as she testifies before both houses of Congress. She’ll need to present more like an iron fist than a timid librarian to win the trust of investors here. I’m worried about that, especially as a ton of other Fed members are set to speak and possibly undermine her credibility. Look also for critical trade data out of China; you’ll recall what that did to us last time around, unless you drank your pain away. The earnings wire has some heavy hitters across a wide spectrum of industries – see our notation below. Please do visit the blog regularly for our daily updates of voice and video! Also, note our newly added Twitter feed for constant contact and discussion – we call it “Live Stock Chat.”

Our founder earned clients a 23% average annual return over five years as a stock analyst on Wall Street. "The Greek" has written for institutional newsletters, Businessweek, Real Money, Seeking Alpha and others, while also appearing across TV and radio. While writing for Wall Street Greek, Mr. Kaminis presciently warned of the financial crisis.

5-Day Chart at Yahoo Finance

Stocks soared into the close of the week in the last five-day trading period. Friday’s Employment Situation Report was as questionable as ever, so many attributed the rise to bargain hunting. There’s also some consideration being given to future Fed tapering of its asset purchase tapering plan. Institutional investors may in fact be coming back to stocks to start the new month. If there is no economic slowdown and the weather is in fact holding back real estate and the economy, then the smart money may be worth following here.

Security	Year-to-Date	Last 12 Months
SPDR S&P 500 (NYSE: SPY)	-2.8%	+18.3%
SPDR Dow Jones (NYSE: DIA)	-4.8%	+12.8%
PowerShares QQQ (Nasdaq: QQQ)	-0.7%	+28.5%
SPDR Gold Shares (NYSE: GLD)	+5.9%	-23.9%
iPath S&P Crude Oil (NYSE: OIL)	+1.1%	+3.0%

The Week Ahead

Janet Yellen will have our full attention this week as she testifies for the first time to both houses of Congress. When Ben Bernanke first faced the scene, many will have forgotten that he came across as meek and weak, if not as nervous as they get. He proved to be perhaps the strongest Fed Chairman since Paul Volcker. Janet Yellen, being an older woman who looks like a librarian, might not get as much of a break from the rough and relentless market. I’m truly concerned about how perception of her and her Fed could lose market confidence in the coming months. On top of that, other Fed members seem to have come unhinged since Bernanke started packing, and too many of them are set to speak this week – hopefully it will not be about their inflation concerns again. Be afraid… be very afraid. This is going to matter more than data this week, but be sure to be on top of the retail sales data, which will be reported in the period. Oh, and don’t miss the trade data out of China this week, because last time around, that disappointment hurt us badly.

THIS WEEK’S ECONOMIC REPORT SCHEDULE
Economic Data Point	Prior	Expected
MONDAY
Investor Movement Index	4.94 (+1.65%)
CFTC Panel Discusses Swap Reporting
EU Foreign Ministers Meeting
Syria Peace Talks Resume
Westminster Kennel Club Dog Show
TUESDAY
ICSC Weekly Store Sales	+0.3%
-Year-to-Year Pace	+0.0%
Redbook Store Sales	+2.7%
NFIB Small Business Optimism	93.9	93.4
Wholesale Trade (Inventory)	+0.5%	+0.6%
-Wholesale Sales	+1.0%
JOLTS Index	4.0 Mln.
Janet Yellen Testimony
Charles Plosser Speaks
Jeffrey Lacker Speaks
Richard Fisher Speaks
Japan Markets Closed
WEDNESDAY
China Reports January Trade Data
Atlanta Fed Business Inflation Exp.	1.9%
ECB Draghi at EMI Meeting
Treasury Budget	+$53.2 B
Mortgage Activity	+0.4%
EIA Petroleum Status
-Crude Oil Inventory	+0.4 M B
-Gasoline Inventory	+0.5 M B
James Bullard Speaks
THURSDAY
Retail Sales	+0.2%	-0.1%
-Ex Autos & Gas	+0.6%	+0.2%
Business Inventories	+0.4%	+0.5%
-Business Sales	+0.8%
Weekly Jobless Claims	331K	330K
Bloomberg Consumer Comfort	-33.1
EIA Natural Gas Report	-262 Bcf
Janet Yellen Testimony
Bank of Korea Monetary Policy
Pitchers & Catchers Report
FRIDAY
Industrial Production	+0.3%	+0.3%
-Capacity Utilization	79.2%	79.3%
Consumer Sentiment	81.2	80.0
Import Prices	+0.0%	-0.1%
-Export Prices	+0.4%	+0.1%

Earnings season is wearing down, but we wore down a bit as well because we still had to note a bunch of reporters for you here. Look for interesting news from Nuance (Nasdaq: NUAN) – Carl Icahn bought this after we had some nice things to say about it (Good morning Carl). I believe he has divested his interest more recently, but you’ll have to check for yourself. Sprint (NYSE: S), PepsiCo (NYSE: PEP) and a bunch of insurers, biotech names and industrials are reporting. Maybe take note of the news from Total (NYSE: TOT), Encana (NYSE: ECA) and Pioneer (NYSE: PXD) if you want to get a gauge on energy.

HIGHLIGHTED EPS REPORTS
Company	Ticker
MONDAY
Alkermes	Nasdaq: ALKS
American Residential Properties	Nasdaq: ARPI
Amkor Technology	Nasdaq: AMKR
Annie’s	Nasdaq: BNNY
ArthroCare	Nasdaq: ARTC
Avis Budget	NYSE: CAR
BioTelemetry	Nasdaq: BEAT
Capstone Turbine	Nasdaq: CPST
CNA Financial	NYSE: CNA
Electromed	Nasdaq: ELMD
Farmer Bros.	Nasdaq: FARM
Financial Institutions	Nasdaq: FISI
First Marblehead	NYSE: FMD
Foster LB	Nasdaq: FSTR
Garrison Capital	Nasdaq: GARS
Gentiva Health	Nasdaq: GTIV
Hasbro	NYSE: HAS
Highwoods Properties	NYSE: HIW
HomeStreet	Nasdaq: HMST
Jones Group	NYSE: JNY
Kite Realty	NYSE: KRG
KVH Industries	Nasdaq: KVHI
LCA-Vision	Nasdaq: LCAV
Loews	NYSE: L
Markel	NYSE: MKL
Masco	NYSE: MAS
Molina Healthcare	NYSE: MOH
Momenta Pharmaceuticals	Nasdaq: MNTA
Motorcar Parts of America	Nasdaq: MPAA
NAPCO Security	Nasdaq: NSSC
National Bankshares	Nasdaq: NKSH
Nordic American Tanker	NYSE: NAT
Nuance Communications	Nasdaq: NUAN
Origin Agritech	Nasdaq: SEED
Pacer International	Nasdaq: PACR
Park City Group	Nasdaq: PCYG
Pioneer Natural Resources	NYSE: PXD
Primerica	NYSE: PRI
Rackspace	NYSE: RAX
Realogy	Nasdaq: RLGY
Ruth’s Hospitality	Nasdaq: RUTH
S&W Seed	Nasdaq: SANW
Senior Housing Properties	NYSE: SNH
Sohu	Nasdaq: SOHU
Taro Pharmaceuticals	Nasdaq: TARO
Taylor Morrison Home	Nasdaq: TMHC
Valmont Industries	NYSE: VMI
Vantage Drilling	NYSE: VTG
Xplore Technologies	Nasdaq: XPLR
TUESDAY
Arch Capital	Nasdaq: ACGL
Argo Group	Nasdaq: AGII
Black Diamond	NYSE: BDE
Barclays	NYSE: BCS
Calix	Nasdaq: CALX
Cambrex	NYSE: CBM
CBIZ	NYSE: CBZ
Charles River Labs	NYSE: CRL
Ciber	NYSE: CBR
CNO Financial	NYSE: CNO
comScore	Nasdaq: SCOR
Control4	Nasdaq: CTRL
Conversant	Nasdaq: CNVR
Cornerstone OnDemand	Nasdaq: CSOD
Corperate Executive Board	NYSE: CEB
Covanta	NYSE: CVA
Cutera	Nasdaq: CUTR
CVS Caremark	NYSE: CVS
CYS Investments	NYSE: CYS
Danaos	NYSE: DAC
Dean Foods	NYSE: DF
Demandware	Nasdaq: DWRE
Diodes	Nasdaq: DIOD
Energen	NYSE: EGN
Entergy	NYSE: ETR
Federal Realty Investment	NYSE: FRT
Fossil	Nasdaq: FOSL
Genesee & Wyoming	NYSE: GWR
Guidance Software	Nasdaq: GUID
HCC Insurance	NYSE: HCC
Health Net	NYSE: HNT
Henry Schein	Nasdaq: HSIC
Huntsman	NYSE: HUN
Ingersoll-Rand	NYSE: IR
Intercontinental Exchange	NYSE: ICE
Jive Software	Nasdaq: JIVE
Kforce	Nasdaq: KFRC
Ligand Pharmaceuticals	Nasdaq: LGND
LPL Financial	Nasdaq: LPLA
Marketo	Nasdaq: MKTO
Marsh & McLennan	NYSE: MMC
MoneyGram	NYSE: MGI
Mosaic	NYSE: MOS
Navios Maritime	NYSE: NNA
NGL Energy	NYSE: NGL
Packaging Corp	NYSE: PKG
PG&E	NYSE: PCG
PHH	NYSE: PHH
Protective Life	NYSE: PL
ReachLocal	Nasdaq: RLOC
Reynolds American	NYSE: RAI
Service Corp.	NYSE: SCI
Sprint	NYSE: S
Tanger Factory Outlet	NYS:E SKT
TripAdvisor	Nasdaq: TRIP
USA Truck	Nasdaq: USAK
ViaSat	Nasdaq: VSAT
WEDNESDAY
A.H. Belo	NYSE: AHC
Acadia Realty Trust	NYSE: AKR
AllianceBernstein	NYSE: AB
Alpha Natural Resources	NYSE: ANR
Angie’s List	Nasdaq: ANGI
Applied Materials	Nasdaq: AMAT
B&G Food	NYSE: BGS
Atlas Air	Nasdaq: AAWW
BGC Partners	Nasdaq: BGCP
Blackbaud	Nadsaq: BLKB
C&J Energy	Nasdaq: CJES
CBS	NYSE: CBS
CenturyLink	NYSE: CTL
Cisco Systems	Nasdaq: CSCO
Cohu	Nasdaq: COHU
Corrections Corp of America	NYSE: CXW
Ctrip.com	Nasdaq: CTRP
Cynosure	Nasdaq: CYNO
DDR	NYSE: DDR
Deere	NYSE: DE
Dr. Pepper Snapple	NYSE: DPS
Eastgroup Properties	NYSE: EGP
Ellington Financial	NYSE: EFC
Enbridge Energy Partners	NYSE: EEP
Equifax	NYSE: EFX
Euronet Worldwide	Nasdaq: EEFT
Evertec	Nasdaq: EVTC
Excel Trust	NYSE: EXL
Famous Dave’s	Nasdaq: DAVE
Fidelity National Financial	NYSE: FNF
FireEye	Nasdaq: FEYE
Forrester Research	Nasdaq: FORR
General Cable	NYSE: BGC
Hanger	NYSE: HGR
Hatteras Financial	NYSE: HTS
Hospira	NYSE: HSP
Intrepid Potash	NYSE: IPI
iPass	Nasdaq: IPAS
LeapFrog	NYSE: LF
Manchester United	Nasdaq: MANU
Metlife	NYSE: MET
Mine Safety Appliances	NYSE: MSA
Morningstar	Nasdaq: MORN
Nanosphere	Nasdaq: NSPH
NewStar Financial	Nasdaq: NEWS
NVIDIA	Nasdaq: NVDA
Owens Corning	NYSE: OC
Pinnacle Entertainment	NYSE: PNK
Pzena Investment Management	NYSE: PZN
Qualstar	Nasdaq: QBAK
Rovi	Nasdaq: ROVI
Skechers	NYSE: SKX
TAL International	NYSE: TAL
Taubman Centers	NYSE: TCO
Cheesecake Factory	Nasdaq: CAKE
Valspar	NYSE: VAL
Total	NYSE: TOT
Wellcare	NYSE: WCG
Whole Foods	NYSE: WFM
Zillow	NYSE: Z
THURSDAY
Acorda Therapeutics	Nasdaq: ACOR
Agilent	NYSE: A
Alnylam Pharmaceuticals	Nasdaq: ALNY
AIG	NYSE: AIG
Apache	NYSE: APA
Avon Products	NYSE: AVP
Bankrate	Nasdaq: RATE
BorgWarner	NYSE: BWA
Brocade	Nasdaq: BRCD
Build-A-Bear	NYSE: BBW
Burger King	NYSE: BKW
Cabelas	NYSE: CAB
Calpine	NYSE: CPN
CDW	NYSE: CDW
Cliff’s Natural Resources	NYSE: CLF
Cloud Peak Energy	NYSE: CLD
CoreSite Realty	NYSE: COR
CRA International	Nasdaq: CRAI
Diebold	NYSE: DBD
Encana	NYSE: ECA
EQT	NYSE: EQT
First American Financial	NYSE: FAF
GNC Holdings	NYSE: GNC
Healthways	Nasdaq: HWAY
Higher One	NYSE: ONE
ICU Medical	Nasdaq: ICUI
inContact	Nasdaq: SAAS
International Flavors & Fragrances	NYSE: IFF
Joe’s Jeans	Nasdaq: JOEZ
Key Energy	NYSE: KEG
Kona Grill	Nasdaq: KONA
Koppers	NYSE: KOP
Kraft Foods	Nasdaq: KRFT
Learning Tree	Nasdaq: LTRE
Limelight Networks	Nasdaq: LLNW
Local	Nasdaq: LOCM
Louisiana-Pacific	NYSE: LPX
Masimo	Nasdaq: MASI
McClatchy	NYSE: MNI
Molson Coors	NYSE: TAP
Move	Nasdaq: MOVE
Oaktree Capital	NYSE: OAK
Overland Storage	Nasdaq: OVRL
PepsiCo	NYSE: PEP
Pool Corp.	Nasdaq: POOL
PVR Partners	NYSE: PVR
Realty Income	NYSE: O
Regal Entertainment	NYSE: RGC
Rio Tinto	NYSE: RIO
Sonoco	NYSE: SON
Goodyear	NYSE: GT
TreeHouse Foods	NYSE: THS
Vanda Pharmaceuticals	Nasdaq: VNDA
VCA Antech	Nasdaq: WOOF
Weight Watchers	NYSE: WTW
Weingarten Realty	NYSE: WRI
WhiteWave Foods	Nasdaq: WWAV
FRIDAY
ALLETE	NYSE: ALE
Arbor Realty	NYSE: ABR
Brookfield Asset Management	NYSE: BAM
Campbell Soup	NYSE: CPB
Coty	Nasdaq: COTY
DTE Energy	NYSE: DTE
Hyatt Hotels	NYSE: H
Interpublic Group	NYSE: IPG
IPG Photonics	Nasdaq: IPGP
ITT Corp.	NYSE: ITT
J.M. Smucker	NYSE: SJM
LifePoint Hospitals	Nasdaq: LPNT
Lincoln Electric	Nasdaq: LECO
MagnaChip Semiconductor	NYSE: MX
Mobile Mini	Nasdaq: MINI
Red Robin Gourmet Burgers	Nasdaq: RRGB
Scripps Networks Interactive	NYSE: SNI
TRW Automotive	NYSE: TRW
Ventas	NYSE: VTR
VF Corp.	NYSE: VFC
World Wrestling Entertainment	NYSE: WWE

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Please see our disclosures at the Wall Street Greek website and author bio pages found there. This article and website in no way offers or represents financial or investment advice. Information is provided for entertainment purposes only.