Reports Earnings July 23rd Texas Instruments design and manufacturers semiconductor and education technology. The Semiconductor segment offers analog semiconductors and digital signal processors, which are used in applications that serve the communications, computer, consumer electronic, automotive, and industrial markets. Tech is the place to be right now; unlike INTC Texas Instruments has not really ramped into earnings seasons. While, INTC did report good numbers many people (including Jim Cramer) feel that it ran up to much before earnings. TXN is in a bull market as semiconductors are in a cyclical uptrend; this should affect earnings in a positive way. TXN also makes a lot of secondary school (college) education applications and with more then 100million people in secondary school this should provided a boost in earnings. Last quarter TXN announced a massive buyback; look for them to increase that. Weekly Catalyst: A play on the good INTC quarter and the cyclicality of the semiconductors sector. Look for a big buyback to be announced and a raise in guidance as well.

Reports Earnings July 23rd EMC is on a tear right now due to the highly anticipated spin off of VMware; an apparent God-sent bundle of products that companies live by. Analysts and the market (in general) are going to be forced to value VMware once it comes public (late August). Most, analyses shows that VMware is worth roughly 10Billion which goes directly to EMCs market cap (since they will still own 90% of the company). EMC has acted very strong the past few days in a rocky tape, with signs of heavy buying. The growth figures on VMware are outstanding. Also, VMware cuts companies technology related energy bills by 40%, and with the recent Senate passing the pro-renewable energy bill VMware will benefit. Weekly Catalyst: EMC has JUST started the “road-trip” of VMware to the major I-Banks who will certainly want in. EMC has been a rocket stock before and has treated investors well. With earnings out and investors looking to get into tech EMC is a great play. Weekly Catalyst: After getting two downgrades last week (which had zero affect on EMC) EMC is ready to ramp into earnings and the spin off of VMware.

Reports Earnings July 24th AK Steel is a play off the amazing Schnitzer Steel earnings call which flew under the radar of most investors. If you have yet to listen to Schnitzer’s conference call then go ahead and do so (they can easily be found on www.thestreet.com). Schnitzer talked about the overall global demand of steel and killed earnings on the top and bottom line. It gapped higher 20% the next day. Certainly ASK has had a massive move but the overall demand for the steel commodity will propel the stock higher. AKS also has a short position of 14% which could add fuel to their earnings fire. Weekly Catalyst: AKS is a play off Schnitzer Steel and their amazing conference. Schnitzer said that there is a global demand for steel; which should help AKS beat numbers just as Schnitzer did. Short position of 14% in a booming sector may create a short squeeze

Reports Earnings July 24th Amazon.com, Inc. operates retail Web sites, as well as provides programs that enable third parties to sell products on its Web sites. Amazon is one of Cramer’s four tech horsemen; Jim said that “Amazon is a stock that trades on the quarter. That's because the mammoth short -- 46 million shares on a 300 million basis -- lays on it all the time. There's no doubt this is one expensive stock, the most expensive of all the four horsemen on a growth basis. So why stick with it? Because I don't think people understand the leverage of this model. Amazon has spent and spent and spent. Now it doesn't need to spend much anymore. The infrastructure is in place. This company has huge, huge, huge gearing; it can at last make money off the billions in cash flow. That's why I think this move is for real. That's why I think it can rack up another 10 points before people even realize how much money this company can make. I reiterate my buy, even as it remains the most hated of the four horsemen.” Weekly Catalyst: Massive short position could propel this one higher. With earnings out it may be a good idea to look at the August 80 calls.

Report Earnings July 25th Air Products & Chemicals provides atmospheric gases, process and specialty gases, performance materials, equipment, and services worldwide. Its Merchant Gases segment sells industrial gases, such as oxygen, nitrogen, argon, hydrogen, helium, and medical and specialty gases to the metals. This is also a play on the booming international demand of “the metals” in which APD does a substantial amount of business with. If demand is any indication of supply, then APD is going to handily beat numbers as their air products and sparis are essential in “glazing” metals with chemicals. ASP also does business with refiners and the chemical sector, all which say supply is very tight. Weekly Catalyst: APD does a lot of the grunt work in the specialty gases to metals business yet they tend to profit the most. Look for an increase in the annual yield—maybe to 2 ¼ annually which will certainly attract new investors into this best of bread company.

Reports Earnings July 24th Jacobs Engineering Group (JEC) Jacobs Engineering Group, Inc. provides technical, professional, and construction services to industrial, commercial, and governmental customers worldwide. It offers project services, including engineering, design, and architectural services. The whole infrastructural/engineer sector is a total bull market. Last week we recommend ETN which totally crushed numbers; JEC is poised to do the same. If you look at FLR, KBR and JEC added with the expansion of growth in ROW nations these stocks are poised to beat EPS as long as these nations continue to expand. Weekly Catalyst: Global expansion is the bain of JECs run up and there is no reason this should not continue and according to the ETN CC, JEC will report numbers that are “Better then expected”

Reports Earnings July 24th XTO Energy, Inc. and its subsidiaries engage in the acquisition, development, exploitation, and exploration of producing oil and gas properties in the United States. With oil ripping past $75 it will certainly go directly to the bottom line for the oil service sector. It also has a large amount of natural gas business which has strengthen.

Report Earnings July 25th ConocoPhillips had a bit of a pullback last week as it hit all time highs. COP has been is now a favorite stock on the answers section in stockpickr with more posts coming in the past two weeks then NYX or SHLD. Stockpickr members know that while COP has moved massively this last month it is sill cheap compared to the industrial as a whole. COP’s multiple is still under 10 compared to an industry average of 12x. Look for a Earnings to top analysts estimates as most of the sell side firms have there estimates made with $60-$65 for a barrel of oil and with oil trading $10-$12 higher then those figures earnings should be beaten. Weekly Catalyst: COP is still cheap even thought it has been hitting all time highs. With earnings on the 25th look for the spike in crude to help earnings.