My guess is:
(1) The tone will be conciliatory & low key.
(2) #analysts - same or lower, unless Russell, NASDAQ & Navieller generate add'l interest. I'll defer to FHM on that one
(3)Yes, I do think we'll at least get some hints, but the actual news may be announced separately. This lets each "event" (i.e. the cc & earnings are a discrete event) have its own impact.
(4)Yes, on ARH update. I would consider Home Depot expansion a separate event, per above.
(5)PPS, yes they have to address it & the whole SL, hedge fund shorting issue. They have to address it before questions or that will be the first question asked. I expect their statements on this subject to be brief, though. We might actually hear for the first time, in public, what legal recourse they are contemplating. Then again, we might not, other than the generic
"we're exploring all legal options, etc.".
(6) Pool guy on cc? No, or if he is, no reference to that.
(7) Reaffirmation of guidance? Yes, slam dunk on that. |
