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EQUITY LETTER

TUESDAY JUNE 9  2009

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Economic
10:00 Wholesale Inventories (Apr.): -1.0% cons.

TOP FINANCIAL NEWS

Nine Banks to Repay TARP Money

Pep Boys, Banks Gain After The Bell

BUSINESS NEWS

After Hours Summary
 TXN +4.7% (raises Q2 outlook)

Companies trading higher in after hours in reaction to earnings
MW
+9.1%... 
Companies trading lower in after hours in reaction to earnings
 ZQK -16.0%... 
Companies trading higher in after hours in reaction to news
: TXN +4.7% (raises Q2 outlook); TC +4.7% (announces changes to 2009 operating plans)... 
Companies trading lower in after hours in reaction to news
: ZQK -16.0% (announces financial restructuring plans; Private Equity to Provide $150 mln 5-yr term; loan Bank of America and GE Capital to provide new $200 mln line of credit); CBL -7.5% (announces 50 mln common share stock offering); CMS -3.5% (announces offerings of convertible senior notes and senior notes). Earnings

Before: BTH, CRAI, GIGM, MOV, PBY, TLB, TITN 

After: NDN, NCS, NOA, OXM, RENT, SHFL, SINA, NCTY, VIMC

Events

IP Investor Day 2009

ADSK, MOT, N, TEL at UBS Technology and Service Conf.

CNU, CYNO, XRAY, ALGN at Gabelli & Company Smallcap Healthcare Conf.

VCLK, OMTR, FLWS, MDCA at Needham & Company Internet & Digital Media Conf.

GOOG, EBAY, DIS, LGF at Credit Suisse Convergence Conf.

CBZ, CMTL, INMD, NTCT at Noble Financial Austin Power Brokers Emerging Growth Equity Conf.

CELG, NTRS, GILD, HPY at William Blair & Company Growth Stock Conf.

BMRN, EXEl, ITMN, VPHM at Goldman Sachs Global Healthcare Conf.

GES, WSM, ZUMZ, GMCR at Piper Jaffray Consumer Conf.

TOMO at Lazard Capital Markets Radiation Oncology Day

AZO at Credit Suisse Group Annual Retail Round-up Conf.

PC at Merrill Lynch Samurai Conf.

VZ, VMW, DLR, RAX at RBC Capital Technology, Communications and Media Conf.

GNK, EGLE, GMR, ESEA at Morgan Stanley Shipping & Commodities Conf.

FED: $35 bln 3-yr Treasury Note Auction

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2009 U.S. Economic Events & Analysis
Monthly Weekly Daily Today 3:41 PM ET
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30
Monday Jun 8

 
 

 

 

 
 

 

 
Redbook
[Bullet
8:55 AM ET

 
Wholesale Trade
[Bullet
10:00 AM ET

 

 
 

 

Charles Evans Speaks
8:00 AM ET


 

 

 

 

 
Beige Book
[Bullet
2:00 PM ET

 
 

Weekly Bill Settlement

 
Retail Sales
[Report][Star]
8:30 AM ET

 
Jobless Claims
[Report][djStar]
8:30 AM ET

 
RBC CASH Index
[Bullet
9:00 AM ET

 

 

 

 

 

Dennis Lockhart Speaks
1:05 PM ET


 
Money Supply
[Bullet
4:30 PM ET
 

 

 
 
Equity Settlement
6-11-09
Equity Settlement
6-12-09
Equity Settlement
6-15-09
Equity Settlement
6-16-09
Equity Settlement
6-17-09

 
 

 

the market

MARKET UPDATES

Advanced Sectors Sectoring by Industry Group

BUSINESS WEEK MARKET ANALYSIS

 By Paul Cherney

 Economic Indicators

Top Ten Online Business Newspapers

     1. The New York Times
     2. USA Today (money)
     3. The Washington Post (business)
     4. Los Angels Times (business)
     5The Boston Globe (business)
     6Financial Times
     7Houston Chronicle (business)
     8The Seattle Times (business)
     9Chicago Tribune (business)
   10San Francisco Chronicle (business)