Looks like Illumina (ILMN) did another great quarter tonight - I was hoping it would not so I could buy at a much lower price off of a "miss". No such luck. Former fund holding VMWare (VMW) made $2 million more profit this year than last - which is quite pathetic for what was supposed to be the next great tech stock; but expectations were so low that the stock is bursting higher in after hours. Former fund holding Broadcom (BRCM) also looks decent and expectations are so low, it is enough to get people excited. The bar appears still to be very low right now. Again, this earnings season is a time of wonderment and amazement and you just can never figure out the reaction to the news.

Names I'm watching for in a VERY busy day tomorrow and why...

Wednesday
Amazon.com (AMZN) - a sentiment name for the NASDAQ

Ambak (ABK) - strange how all the "issues" with these simply dropped off the radar - did all their problems get sweeped away? Literally it is as if these 2 bond insurers no longer exist. They were the focus of the market every day for a month and the "resolution" offered the names didn't seem to really fix the problem. Strange.

Fund holding Apple (AAPL) - even more of a sentiment name for the whole market - I expect great news and conservative guidance. Some quarters the market laughs off conservative guidance some they sell off the stock heavily... all on the same guidance. You just never know. Either way, whatever they say tomorrow, they will crush in 3 months at the next earnings report. And keep repeating the game.

Chipotle Mexican Grill (CMG) - a "story" stock in restaurants; great management, great brand, super high valuation.

Fund holding Core Laboratories (CLB) - oil services have been amazing of late.

Fund holding Homex (HXM) - Mexican homebuilder which has shown some nice strength of late

EMC (EMC) - not quite the bellweather it once was for tech

Foundation Coal (FCL) - coal.