The market will lose a major catalyst when earnings season winds down. Now, there are always earnings plays to look for regardless of the calendar, however it’s just slim pickings until mid January. This week has some interesting plays – one of my favorites being CRM. We have done well with this name in the past both up and down, I suspect some big movement here once again (chart below). Others of interest include HD (Tues am), which delivered a blowout last time. Retail is big this week with SHLD, PERY, PVH, PETM and WMT on the docket. Some key tech names will also deliver numbers – AMAT, MRVL, INTU and ARUN. I’m leading toward playing ARUN here this week along with CRM and perhaps INTU. More later in the week and on the twitter stream!
