Earnings reports have been trickling in for the past week, and two analysts have predictions for which companies and sectors will perform well next quarter.
Jeff Macke, of CNBC's Fast Money, thinks Hasbro, maker of games, puzzles, and electronic toys, is an investment, not a trade.
"This is the peak for them. They did real strong orders on Transformers, and they've done great on Spider-Man," Macke said on "Power Lunch," naming two movies released this summer. "The bet I'm making as a shareholder who's not selling into this...is that this is a well-managed company."