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Cramer's Top 20 Earnings To Watch: February 2010

February 2010 Earnings To Watch
With the economy on the mend, the next few earnings seasons are set to give investors a good perspective on the trajectory of the overall economy, and individual company reports can do the same for specific segments of the market.  As earnings season comes to its midway point, Cramer has put together a list of 20 February 2010 earnings reports to watch; suggesting that if you pay close attention to these companies, you'll get a good handle on both the sector they represent and the overall health
Posted 29 Jan 2010

With the economy on the mend, the next few earnings seasons are set to give investors a good perspective on the trajectory of the overall economy, and individual company reports can do the same for specific segments of the market. 

As earnings season comes to its midway point, Cramer has put together a list of 20 February 2010 earnings reports to watch; suggesting that if you pay close attention to these companies, you'll get a good handle on both the sector they represent and the overall health of the economy.

Keep in mind that Cramer is not specifically recommending these stocks. Instead, he is suggesting them as individual barometers - stocks whose earnings reports should guide your overall investment strategy - and give you an idea of where the rest of the pack is headed. And remember, if you missed the earnings, go back and listen to the conference call on the company's website. Cramer believes those calls can reveal hidden nuggets about a sector, or possible profits from pin action.

So, what are the most important earnings reports to watch, according to Cramer? Click ahead to find out!

Exxon (XOM)
Reports Earnings: Feb 1When: Before The BellAs America's largest company by market capitalization, Exxon Mobil's earnings will offer a gauge for the country's energy sector and the prospects for the future. Cramer has recently suggested that the company is a Exxon's planned acquisition of XTO Energy also hangs in the balance of government regulation on a hydraulic fracturing - a natural gas drilling method which XTO employs - and has the right to back out of the deal if regulation is laid down.
Photo: Getty Images

Reports Earnings: Feb 1
When: Before The Bell

As America's largest company by market capitalization, Exxon Mobil's earnings will offer a gauge for the country's energy sector and the prospects for the future. Cramer has recently suggested that the company is a potential target as the government's next scapegoat.

Exxon's planned acquisition of XTO Energy also hangs in the balance of government regulation on a hydraulic fracturing - a natural gas drilling method which XTO employs - and has the right to back out of the deal if regulation is laid down. Cramer thinks this company's earnings report is definitely one to watch.

Humana (HUM)
Reports Earnings: Feb 1When: Before The BellAfter Ted Kennedy's Senate seat turned over to the  Republican side of the aisle, , as the huge government program faces potential spending cuts.Cramer has also added Humana, along with other individual health-care stocks for this reason. Cramer picked Humana as the health care company to watch, as its February earnings could give a pulse for the sector as a whole.
Photo: J.D. Pooley | Getty Images

Reports Earnings: Feb 1
When: Before The Bell

After Ted Kennedy's Senate seat turned over to the  Republican side of the aisle, Cramer identified medicare-related HMOs as serious targets, as the huge government program faces potential spending cuts.

Cramer has also added Humana, along with other individual health-care stocks on his sell block for this reason. Cramer picked Humana as the health care company to watch, as its February earnings could give a pulse for the sector as a whole.

Anadarko (APC)
Reports Earnings: Feb 1When: After The BellWith Anadarko coming off a strong third quarter, the company is a good indicator of international energy demand, especially China, in which the company has exposure in the energy sector. Although the company's 2009 capital spending trended downwards, the CEO, Jim Hackett has stated that their CAPEX, depending on the price of commodities and growth possibilities, will increase in 2010. The company is also expected to announce their capital plans this Feb
Photo: Anadarko.com

Reports Earnings: Feb 1
When: After The Bell

With Anadarko coming off a strong third quarter, the company is a good indicator of international energy demand, especially China, in which the company has exposure in the energy sector. Although the company's 2009 capital spending trended downwards, the CEO, Jim Hackett has stated that their CAPEX, depending on the price of commodities and growth possibilities, will increase in 2010. The company is also expected to announce their capital plans this February. Cramer also has selected the company as one of his top 10 natural gas stocks.

This upcoming earnings report will offer an indication of where the company and its peers are headed.

Dow Chemical (DOW)
Reports Earnings: Feb 2When: Before The BellCramer has identified Dow Chemical , who has been the beneficiary of upgrades and has seen its stock rise as a result, a situation that has been typical of many of its peers. Andrew Liveris, recently speaking from Davos, although he maintained that the outlook for the company is uncertain, he suggested that 2010 will be better for the company than 2009. The company has also undergone restructuring that makes the company increasingly more exposed to spe
Photo: MIRA OBERMAN/AFP/Getty Images

Reports Earnings: Feb 2
When: Before The Bell

Cramer has identified Dow Chemical as a company with "underestimated earnings power", who has been the beneficiary of upgrades and has seen its stock rise as a result, a situation that has been typical of many of its peers. Andrew Liveris, recently speaking from Davos, although he maintained that the outlook for the company is uncertain, he suggested that 2010 will be better for the company than 2009. The company has also undergone restructuring that makes the company increasingly more exposed to specialty chemical products, which is expected to account for 80% of the company's business.
For these reasons, Cramer thinks Dow Chemical's earnings will be quite telling.

Emerson (EMR)
Reports Earnings: Feb 2When: Before The BellEmerson Electric is one of , with a 3.1% yield that has been raised for 53 consecutive years. Cramer also expects to have another dividend announcement early in February, that could potentially be linked with the company's earnings announcement on February 2nd. He's also been a fan of the firm, as , offering two compelling reasons to follow Emerson's February earnings report.
Photo: EmersonProcess.com

Reports Earnings: Feb 2
When: Before The Bell

Emerson Electric is one of Cramer's newest picks for dividend plays, with a 3.1% yield that has been raised for 53 consecutive years. Cramer also expects to have another dividend announcement early in February, that could potentially be linked with the company's earnings announcement on February 2nd. He's also been a fan of the firm, as it's a cyclical company which is well-exposed to the economy's rebound, offering two compelling reasons to follow Emerson's February earnings report.

Novo-Nordisk (NVO)
Reports Earnings: Feb 2When: Before The BellAfter recently getting , the company may have paved the regulatory way for similar treatments coming out of peer companies. Cramer also sees drug stocks are classic recession plays, so Novo-Nordisk is his pick for whether this strategy will still benefit investors even as the economy recovers.
Photo: Novonordisk.com

Reports Earnings: Feb 2
When: Before The Bell

After recently getting FDA approval for a new type of diabetes drug, the company may have paved the regulatory way for similar treatments coming out of peer companies. Cramer also sees drug stocks are classic recession plays, so Novo-Nordisk is his pick for whether this strategy will still benefit investors even as the economy recovers.

UPS (UPS)
Reports Earnings: Feb 2When: Before The BellShipping companies such as UPS and Fedex are routinely looked at as indicators of economy-wide sales, as they handle packages after transactions. If UPS earnings are good, this may bode well for retailers and consumer confidence. UPS, a company which upped its guidance early in January, is Cramer's pick to get the pulse of the shipping industry. Keep an eye on UPS when it reports earnings on February 2nd, and take note that .
Photo: AP Photo/Chris Gardner

Reports Earnings: Feb 2
When: Before The Bell

Shipping companies such as UPS and Fedex are routinely looked at as indicators of economy-wide sales, as they handle packages after transactions. If UPS earnings are good, this may bode well for retailers and consumer confidence. UPS, a company which upped its guidance early in January, is Cramer's pick to get the pulse of the shipping industry. Keep an eye on UPS when it reports earnings on February 2nd, and take note that Cramer recently recommended the company over its competitors.

Cisco Systems (CSCO)
Reports Earnings: Feb 3When: After The BellCramer has traditionally been a fan of this network-equipment maker, and has He likes the company for its behind-the-scenes presence in the mobile internet community, and has identified the February 3rd earnings report of this Dow component as the one to watch to get a handle on the direction of the industry.
Photo: Getty Images

Reports Earnings: Feb 3
When: After The Bell

Cramer has traditionally been a fan of this network-equipment maker, and has also included the company in his "Mobile Internet Index". He likes the company for its behind-the-scenes presence in the mobile internet community, and has identified the February 3rd earnings report of this Dow component as the one to watch to get a handle on the direction of the industry.

Pfizer (PFE)
Reports Earnings: Feb 3When: Before The BellAnother one of , he has taken a liking to the company after its acquisition of Wyeth. Cramer has highlighted that the company has plenty of cash on hand, and now that the company has broadened its scope of products via acquisition, Cramer thinks its February earnings report will act as a nice gauge of the pharmaceuticals sector as a whole.
Photo: Getty Images

Reports Earnings: Feb 3
When: Before The Bell

Another one of Cramer's New Dividend Plays, he has taken a liking to the company after its acquisition of Wyeth. Cramer has highlighted that the company has plenty of cash on hand, and now that the company has broadened its scope of products via acquisition, Cramer thinks its February earnings report will act as a nice gauge of the pharmaceuticals sector as a whole.

Visa (V)
Reports Earnings: Feb 3When: After The BellA pure play on the credit card industry,  it has a $38 billion market cap, over $10 billion more than its industry peer MasterCard, and gives a broad perspective on the health of the sector. Cramer thinks you should watch Visa's earnings closely, as credit card companies are often looked at to gauge the health of the American consumer, along with their willingness to spend. Cramer also made the call .
Photo: DON EMMERT/AFP/Getty Images

Reports Earnings: Feb 3
When: After The Bell

A pure play on the credit card industry,  it has a $38 billion market cap, over $10 billion more than its industry peer MasterCard, and gives a broad perspective on the health of the sector. Cramer thinks you should watch Visa's earnings closely, as credit card companies are often looked at to gauge the health of the American consumer, along with their willingness to spend. Cramer also made the call that Visa's stock could reach $100.

Mastercard (MA)
Reports Earnings: Feb 4When: Before The BellJust like Visa, getting a handle on the health of the credit card industry can tell you a lot about the economy and market as a whole. With American Express (AXP) and Capital One already reporting in January, Mastercard's announcement in February will round out this important sector.
Photo: AP

Reports Earnings: Feb 4
When: Before The Bell

Just like Visa, getting a handle on the health of the credit card industry can tell you a lot about the economy and market as a whole. With American Express (AXP) and Capital One already reporting in January, Mastercard's announcement in February will round out this important sector.

Coca-Cola (KO)
Reports Earnings: Feb 9When: Before The BellWith uncertainty coming out of Washington on health care, financials and the overall economy, Cramer has been pushing names that are more immune to any changes coming out of the nation's capitol.  He's suggested, which are generally consumer staples, and Coca-Cola is one of them. Keep an eye on their February 9th earnings to get a feel of how these companies fare compared to the overall market.
Photo: JUAN BARRETO/AFP/Getty Images

Reports Earnings: Feb 9
When: Before The Bell

With uncertainty coming out of Washington on health care, financials and the overall economy, Cramer has been pushing names that are more immune to any changes coming out of the nation's capitol.  He's suggestedstocks that are outside of Washington's scope, which are generally consumer staples, and Coca-Cola is one of them. Keep an eye on their February 9th earnings to get a feel of how these companies fare compared to the overall market.

Walt Disney Co. (DIS)
Reports Earnings: Feb 9When: After The BellThe major media and entertainment company is looking for new ways to expand its revenue streams, most notably with its recent partnership with Apple and its new iPad device. Cramer also lists this stock as , in part because of the company's brand recognition. Disney is Cramer's media company to watch as we move into the second half of earnings season. Also, check out .
Photo: Joe Raedle/Getty Images

Reports Earnings: Feb 9
When: After The Bell

The major media and entertainment company is looking for new ways to expand its revenue streams, most notably with its recent partnership with Apple and its new iPad device. Cramer also lists this stock as one of the 10 to buy your kids in 2010, in part because of the company's brand recognition.

Disney is Cramer's media company to watch as we move into the second half of earnings season. Also, check out Cramer’s recent interview with Disney’s Bob Iger.

Prudential Financial (PRU)
Reports Earnings: Feb 10When: After The BellAnnouncing its earnings after the bell on February 10th, this insurance company has been identified by . His point is well taken, especially when you see that the stock price is up over 500% from its March lows. Positive earnings news from this company could also be key for the health of the economy moving forward, so Cramer has highlighted it as a report to watch.
Photo: Chris Hondros/Getty Images

Reports Earnings: Feb 10
When: After The Bell

Announcing its earnings after the bell on February 10th, this insurance company has been identified by Cramer in the past as "key" to an economic recovery. His point is well taken, especially when you see that the stock price is up over 500% from its March lows. Positive earnings news from this company could also be key for the health of the economy moving forward, so Cramer has highlighted it as a report to watch.

Flir Systems (FLIR)
Reports Earnings: Feb 11When: Before The BellFlir Systems, a company which produces infrared cameras, night vision and thermal imaging systems, is . The company's products can be found everywhere from soldiers on the ground in Afghanistan to security checkpoints in major airports. The company gives a good cross-section of companies exposed to homeland security spending, which is why their earnings should be watched closely.
Photo: Ethan Miller/Getty Images

Reports Earnings: Feb 11
When: Before The Bell

Flir Systems, a company which produces infrared cameras, night vision and thermal imaging systems, is one of Cramer's picks for stocks related to national security and anit-terrorism. The company's products can be found everywhere from soldiers on the ground in Afghanistan to security checkpoints in major airports. The company gives a good cross-section of companies exposed to homeland security spending, which is why their earnings should be watched closely.

PepsiCo (PEP)
Reports Earnings: Feb 11When: Before The BellAnother stock that Cramer has identified as is Pepsi, in the political-economic sanctuary that is consumer staples. The second largest beverage manufacturer is worth watching, if you're looking to get a read on this segment of the market. Also, check out Cramer’s .
Photo: Justin Sullivan/Getty Images

Reports Earnings: Feb 11
When: Before The Bell

Another stock that Cramer has identified as "outside Obama's glare" is Pepsi, in the political-economic sanctuary that is consumer staples. The second largest beverage manufacturer is worth watching, if you're looking to get a read on this segment of the market. Also, check out Cramer’s recent interview with PepsiCo’s CEO, Indra Nooyi.

Merck (MRK)
Reports Earnings: Feb 16When: Before The BellCramer has , but as the country emerges from the crisis, the health of this pharmaceuticals company will help investors gauge the industry and the way the potential for a complete recovery.
Photo: Chris Hondros | Getty images

Reports Earnings: Feb 16
When: Before The Bell

Cramer has identified Merck as a "recession" stock, but as the country emerges from the crisis, the health of this pharmaceuticals company will help investors gauge the industry and the way the potential for a complete recovery.

Hewlett-Packard (HPQ)
Reports Earnings: Feb 17When: After The BellThe major hardware manufacturer, which is expected to report earnings on February 17th, is also on Cramer's list of companies to watch throughout the rest of this earnings season. The company, which is newly off a digital music venture in Europe, is extending itself into new areas, and should provide an interesting gauge on the consumer and business technology market.
Photo: David Paul Morris/Getty Images

Reports Earnings: Feb 17
When: After The Bell

The major hardware manufacturer, which is expected to report earnings on February 17th, is also on Cramer's list of companies to watch throughout the rest of this earnings season. The company, which is newly off a digital music venture in Europe, is extending itself into new areas, and should provide an interesting gauge on the consumer and business technology market.

Wal-Mart (WMT)
Reports Earnings: Feb 18When: Before The BellThe world's largest retailer may also be one of the best indicators for what is happening in the general economy. and can give a perspective on how  consumers are spending and determine whether consumer behavior is set for a change.
Photo: WalMartStores.com

Reports Earnings: Feb 18
When: Before The Bell

The world's largest retailer may also be one of the best indicators for what is happening in the general economy. It's a stock that Cramer still likes and can give a perspective on how  consumers are spending and determine whether consumer behavior is set for a change.

Home Depot (HD)
Reports Earnings: Feb 23When: Before The BellThe go-to location for do-it-yourself-ers, Home Depot may provide an interesting perspective on .  Cramer also recommends and , which are competitors in the same space.
Photo: Spencer Platt/Getty Images

Reports Earnings: Feb 23
When: Before The Bell

The go-to location for do-it-yourself-ers, Home Depot may provide an interesting perspective on both retail and an improving housing market.  Cramer also recommends the stock over both Sears and Lowe's, which are competitors in the same space.