Autos, Housing, Energy: What to Expect Next Quarter
Cruise line CEO's will continue to face weak pricing and demand in the wake of Carnival's string of bad publicity and continued recession in Europe. Susquehanna warns not to be fooled by any positive year-on-year statistics, which will reflect more the very steep price cuts offered in the wake of the Costa Concordia tragedy in February of last year.
For the top three online travel agencies the trade off will continue between expanding internationally and generating lower margins. Evercore said Priceline is most compelling for T&L investors because it trades at a 20 percent discount to Expedia and roughly 50 percent discount to TripAdvisor.
Here's what to watch for in the housing sector in the quarter ahead.
Spring is supposed to be the busy season, but a serve lack of inventory may push sales lower or at least keep them from surging ahead. Prices will push higher due do to this short supply.
(Read More: Map: Tracking the US Real Estate Recovery)
Watch for the possibly that foreclosures will ramp up as banks seem to be pushing more delinquent loans through the system more quickly. But hungry investors are ready and waiting, and that continues to be good news for home builders.
Expect to see new orders rise even more, but watch for slower delivers as the builders are lacking in both land and labor.
-By CNBC's Diana Olick; Follow her on Twitter @diana_olick
In the quarter ahead, Facebook's impact of its ads will be in focus. Also, expect the company to extend mobile search as it looks at other ways to make money off of users on the go.
Meanwhile, Twitter will continue its push towards eventually going public. We'll see more ad renvue with more targeting tools and accurate metrics. And a music service is in the works.