Monday, April 4, 2011

Monsanto (MON) (KBH) (GBX) (RAD) Reporting Earnings This Week

Monsanto (NYSE:MON), KB Home (NYSE:KBH), Greenbrier (NYSE:GBX) and RiteAid (RAD) are all reporting earnings this week, with Alcoa (NYSE:AA) set to report earnings on April 11, in what some consider the official kicking off of the earnings reporting season.

These companies will give a snapshot of what to expect going forward, as they represent agriculture, new home starts, freight transportation and retail, although RiteAid may or may not be a legitimate bellwether in the regard because of its struggles and volatility. They probably won't be a good representative of retail and pharmacies because of that.

As for Alcoa, its expected to kick off with some good numbers, as the company has done a decent job of cutting costs and has been riding rising aluminum demand and prices.

What will be important for all of these companies will be in guidance. Recent disruptions in Japan could have an impact on the companies, with Alcoa, KB Home and Greenbrier especially, based on supplies and whether not that could affect home costs and freight delivery, as well as the obvious issues related to Alcoa and its supply of aluminum to the auto industry.

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