Earnings Call is July 18th: CSX provides rail, intermodal, and rail-to-truck transload services in the eastern United States. It also provides coast-to-coast intermodal transportation services linking customers to railroads, through trucks and terminals. The company transports chemicals, forest products, agriculture products, metals, phosphates and fertilizers, and food and consumer products. CSX also delivers loads of coal, coke, and iron ore to electric utilities and manufacturers, as well as finished vehicles and auto parts. In addition, the company engages in the leasing of equipment and vessels. With CSX reporting numbers next week it seems likely they will beat for a number of reasons. 1) Transporting of chemical, agriculture products along with phosphates are in a total bull market (look at POT and TNH for phosphate plays) and have been so for the past 6-9 months. It is logical that if demand is high for such projects then demand will be high for transporting such goods. WEEKLY CATALYST: Booming overall demand for transportation of goods should reflect on CSX’s bottom line. Major hedge funds such as: TCW, Children’s Investment Fund and Atticus Capital offer investors a great chance to piggyback off of the best funds while also offering downside protection. Weekly Catalyst: Booming overall demand for transportation og goods should reflect on CSX's bottom line. Major hedge funds such as TCW, Children's Investment Fund and Atticus Capital offer investors a great chance to piggyback off of the best funds while also offering downside protection.

Earnings Call is July 16th: Eaton designs, manufactures, markets, and services electrical systems and components worldwide. It offers electrical products for power quality, distribution, and control; fluid power systems and services for industrial, mobile, and aircraft equipment; intelligent truck drivetrain systems for safety and fuel economy; and automotive engine air management systems, powertrain solutions, and specialty controls for performance, fuel economy, and safety. ETN is a tech play on global expansion as well; just like EMC (a former rocket stocks name which is up a cool 20% since we first talked about it) ETN is more involved in the infrastructure aspect of global expansion while at the same time offering a flavor of tech to investors. Weekly Catalyst: Industrial Electrical Sector is on fire and Eaton has a large portion of the market share, which could help earnings. Barclays has been accumulating shares since March now controlling over 15,302,924 shares or 1/13th of the company. Weekly Catalyst: Industrial Electrical sector is on fire and Eaton has a large portion of the market share, which could help earnings. Barclays, has been accumulating shares since March; now owning more hten 15MM shares or 1/13th of the company. Update: Wednesday: take profits

Earnings Call is July 18th: There was a recent report which highlighted the fact that on average the Chinese people smoke 3x as much as Americans; it also said that its common for Chinese people to smoke as much as 3-4 or even 5 packs of cigarettes a day. With Altria reporting numbers this week it sees as though there international exposure is going to help them beat once again. Major Holders of MO are Capital Research and Management Company, State Street Corporation and Barclays. MO is also a good long-term hold; it offers investors great international exposure (which is why it is a rock stock this week) while offering a good dividend ( 3.6%) Weekly Catalyst: Great play on the international addiction of smoke.

Earnings Call is July 18th: STJ engages in the design, manufacture, and distribution of medical devices for heart-related and neurological conditions in the United States and internationally (Stockpickr loves international growth thus we focused most of our earnings play on companies that have this). BSX has been dead money so we feel that investors are trading out of BSX and into STJ which offers them: A safer way to play the “Heart Health Issue” that America faces today. STJ offers our readers an interesting way to play on the face that BSX is now a horrible company not worth owning; with some reports even showing that STJ has been stealing a large number of contracts and business from BSX. Major Holders included: Wellington Management Company, Capital Research and Management Company and Jennison Associates.

Earnings Call is July 19th: BRCM had $3.67 billion revenues for 2006 but the story of 2007 for Broadcom all amounts to the AAPL iPhone. Broadcom supplies the I/O controller for the video interface to the touch screen. According to iSuppli and this gets Broadcom about $1.15 per iphone sold. BRCM also recently won a lawsuit for $19.6mm in damagers for infringing on some of BRCM’s more than 2000 patents. In other words, BRCM is kicking *ss and taking prisoners. Steve Jobs doesn’t award business slightely and the touch screen interface was a huge risk for AAPL. A risk that appears to be paying off and will guarantee BRCM future business, not just with AAPL but everyone else that will start to upgrade their game to compete against Apple. The win of the patent lawsuit should also help BRCM secure future business. With earnings coming up on July 19, and BRCM with a score to settle (Q1 2007 earnings went from $117mm in Q1 2006 to $61mm) I wouldn’t be surprised to hear a buyback program announced also with their $2.5bb cash and no debt. Weekly Catalyst: Earnings will be above what major wallstreet firms have projected. As the company is expanding into new markets.

CSUN subsidiaries engage in the design, development, manufacture, and marketing of solar cells in China. The company manufactures solar cells from silicon wafers utilizing crystalline silicon solar cell technology to convert sunlight directly into electricity through a process, known as the photovoltaic effect. China Sunergy sells its solar cell products through direct sales force to module manufacturers and system integrators, who assemble its solar cells into solar modules and solar power systems for use in various markets worldwide. The last time Stockpickr talked about a Chinese Solar company was three weeks ago: SOLF, which we said was a buy at $9.6- Its now at $13.25. And we feel the same way about CSUN which just announced an approval of N-type cell patent; which is there for 20 years. This announcement is a major one which resloves the issue of polysilicon and the shortage issue in the sector. Trades at 12x ESTS

XFML leverages XFL's proprietary financial content to create high quality programming, financial print publications and advertising which targets the prime demographic group of high net worth Chinese individuals. Sounds like a pretty good long term area to be in. XFML is a "busted IPO" which came out at $13 a share but has now dropped to around $8.00. It had some corporate governance issues reported back in May that killed the stock price, but most of this was caused by a few disgruntled employees at Glass Lewis who resigned. Glass Lewis is owned by XFL (not XFML) but the media coverage of the Glass Lewis resignations had a negative affect on XFML's stock price. There are also some shareholder class action lawsuits based on lack of disclosure in the prospectus of some unfavorable facts about the prior CFO and related to the post-IPO stock price drop. But these law suits have almost become automatic whenever any stock price drops because of all the class action securities lawyers looking for work. I believe most of the XFML negatives are out, and we are starting to see some positive developments. Here are some of the things I like about XFML- 1) Sponsorship: Vinik Asset Management acquired 2 million shares in the first quarter of 2007. Jeff Vinik is a savvy active trader, so his XFML position may have changed since then, but we at least know that XFML is on his watch list. 2) Stock buy back of $50 million was recently announced. 3) The company is growing rapidly. On July 9, XFML raised its second quarter revenue guidance up to $27-29 million from $23 million. 4) XFML recently acquired Beijing Mobile Interactive Co. in June 2007 which sells mobility, interactive products and services to the booming mobile phone population in China. Their other advertising sales and services businesses are also growing rapidly" From http://quantinvestor.blogspot.com/2007/07/xinhua-finance-media-xfml.html

7-5-07 In an amended 13D filing on Vitesse Semiconductor (OTC: VTSS), 6.3% holder Chapman Capital informed the company's management that they intend to submit to the SEC a Schedule 14A commencing a process of soliciting proxies to replace the Board of Directors. Chapman likes the semi space alot also owning Cypress.