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The Late Cycle Indicators of Industrials
27 Apr 2012 EDT - CNBC.com
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From: James CramerSent: Friday, April 20, 2012 6:42 PMTo: Nicole UrkenSubject: Next week

I want to do a couple of different things next week. First, we always say that you shouldn’t pull the trigger during earnings season. It’s too wild. But how about a look back at everyone who reported last week. We call it, Upon Further Review, and we pick the best qs…

From: Nicole Urken Sent: Sunday, April 22, 2012 11:45 AMTo: James CramerSubject: Next week

Attached is the list. We talked about specialty (DD/PPG) vs non-proprietary (FCX) and standouts like Ebay (EBAY) along with closer look at the rails (UNP/CSX) hit on coal concerns. Will go through.

What a week of earnings this week handed to us — upside blowouts, including Apple, Amazon, Citrix , Expedia and Regeneron. Debacles at Deckers, Big Lots and Netflix . As always, digesting this data (vs. trading on it) is the most important aspect of earnings. This week on "Mad Money," we highlighted a couple of the stand-out quarters from last week to highlight the winners, including Coca-Cola (See the Coke segment here ) and Ebay (Watch the Ebay segment here ).

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