Notable Earnings: Amgen (AMGN), Satyam (SAY)

Lots of earning to run through tonight.. i’ll be fairly brief.  Lots of research to do and new features to implement over at the member site.  Once again I start with companies with the best fundamental score and will then highlight the best of the rest (Note: these scores don’t include the latest results)

Companies with Fundamental score of [26/30]

Satyam Computer (SAY), the Indian outsourcer reported earnings and revenues that beat analyst estimates handily with revenue and net profit increasing 34% from the year ago period.  Satyam looks very good technically and may bounce nicely off the 50 day moving average tomorrow.  However this is a group that is very week.  Its competitors (INFY, WIT, CTSH) all look more and more like short opportunities every day.

Amgen (AMGN) is getting hit in after hours trading after posting revenue growth below estimates.  Excluding one time charges the company posted earnings of .85/share which beat analyst estimates of .83/share as well as the whisper number of .84/share.  That’s a 33% increase over the year ago period.  The problem is in the revenue, which just missed analyst estimates by 40 million and rose by just 16% from the year ago period.  It marks the first time in several years that the company posted quarter over quarter revenue growth below 20%.

Navteq Corp (NVT), a GPS maps/navigation company, beat revenue estimates, but missed on earnings by a penny when excluding a one time tax benefit.  The stock had been strong technically, but looks like it may knife through the 50 day moving average tomorrow, at least at the open.

Best of the Rest

LifeLine Systems (LIFE) [25/30] a leader provider of personal response services, grew earnings 24% and revenue 17% from the year ago period which beat analyst estimates.  This is an incredibly consistent company and this kind of result has been automatic for the last several years.  The stock is currently forming a good looking long shallow base.

Labor Ready (LRW) [24/30] beat both revenue and earnings estimates with growth in earnings and revenue of 40% and 22% respectively.  The stock is soaring over 25% after hours.  The didn’t blow out estimates, so not sure why the steep rise, but gross margins continued to improve in the quarter and also raised guidance.

Harman Intl (HAR) [24/30] blew out estimates and beat by .12/share, but revenue growth continues to come in on the light side with quarter over quarter growth of just 9%.  Revenue was shy of estimates.  But appears Wall St. likes the earnings as well as in the increased guidance for ’06.  The stock is up over $4 and may break out of consolidation tomorrow.

Covance (CVD) [24/30], a contract pharma testing company, posted earnings growth of 24% (in line) on revenue growth of 15%.  Margins increased and the company raised guidance for ’05.  Results this quarter were solid, but it marked the end of 5 straight quarters of accelerating earnings and revenue growth.  The stock is currently carving out the right side of a base on base pattern and looks strong technically.

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