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EQUITY LETTER

  THURSDAY SEPTEMBER 17  2009

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Economic
08:30 Building Permits (Aug.): 596K cons.
08:30 Housing Starts (Aug.): 580K cons.
08:30 Initial Claims: 555K cons.
08:30 Continuing Claims: 6114K cons.
10:00 Philadelphia Fed (Sep.): 8.0 cons.

TOP FINANCIAL NEWS

BUSINESS NEWS

After Hours Summary
 ORCL -4.1% on earnings/guidance

Companies trading lower in after hours in reaction to earnings
 ORCL -4.1%... 
Companies trading lower in after hours in reaction to news
 EK -3.4% (Co reaffirms that GAAP results will be at the low end of previously forecasted 2009 GAAP loss from continuing operations of $200-400 mln); SHO -3.2% (Co provides quarterly update; says quarter-to-date total RevPAR was down 19.9% y/y).

Earnings

Before: CCL, DFS, FDX, MCS, PIR, SMTS

After: CMTL, HIS, PALM, PSEM, TSCM

Events

GE Security Analyst Meeting

ACS Investor Day

TSRA Analyst Day

BHI Analyst Conf.

ALC @ UBS Health Care REITs & Operators Conf.

SVVS, EQIX, TMRK, LVLT @ Jefferies & Co. Communications Conf.

SVVS, LVLT, ABVT, RAX @ Goldman Sachs Communacopia Conf.

JOSB, QDEL, JOYG, NTY @ CL King and Associates Best Ideas Conf.

STRA, BPI, COCO, LINC @ BMO Capital Markets Back to School Education Conf.

SKT, BBY, BJRI, HAIN @ RBC Capital Markets Consumer Conf.

FWRD, GWR, HRZ, WERN @ Morgan Keegan Industrial/Transportation Conf.

DD, PX, HUN, FMC @ Credit Suisse Group Chemical Conf.

FWLT, URS, ORN, PWR @ D.A. Davidson Engineering & Construction, Construction Products Conf.

MDAS, HMSY, NVDA, FSYS @ Think Equity Growth Conf.

CLR, GEOI, INKN, GMXR @ Equities Magazine West Coast Energy Conf.

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MEMORIAL 9 11

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The Wall Street Journal Home Page

STOCK MARKET TOOLS

Monthly Weekly Daily Today 4:26 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 Sep 14

 
 

Elizabeth Duke Speaks
8:35 AM ET


 

Jeffrey Lacker Speaks
12:30 PM ET


 

 

Janet Yellen Speaks
3:50 PM ET


 


 

 

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

 

 
Redbook
[Bullet
8:55 AM ET

 

 
 

 

 

 

 

 

 

 
 

Weekly Bill Settlement

 
Housing Starts
[Report][Star]
8:30 AM ET

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

 

 

 

 

 

 

 

 

 
Money Supply
[Bullet
4:30 PM ET
 

Quadruple Witching
 
Equity Settlement
9-17-09
Equity Settlement
9-18-09
Equity Settlement
9-21-09
Equity Settlement
9-22-09
Equity Settlement
9-23-09

 

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)