TWTR GPRO and P

Good morning folks 
Another mixed bag for earnings and we also have the jobs report this morning. TWTR seems to have taken the street by surprise and reported better than expected metrics that are pushing the shares higher this morning. GPRO gave week guidance and P just plain missed expectations. 

Oil  continued to show signs of bottoming and the indexes had another strong day breaking over my shorter term trendline in the SPY IWM and the Nasdaq. The jobs report could change things if it comes in too hot or surprises by coming in much weaker than expected. With the bulk of earnings season behind us the volatility may settle a bit. February has been a good month for all the indexes for the last 5 years and this February, at least for now, is looking like it may continue that trend. I am looking forward to seeing how we close this week out. 

Stocks on my Radar

GSVC sympathy play to TWTR like the daily, FEYE continuation, ONNN earnings winner nice daily, AFFX possible continuation, NLST continuation, SZYM posible continuation, MRVL nice daily, HNSN possible dollar roll, ASTI another possible dollar roll

Small oils like GST GDP SSE EXO MHR REXX REN and Solars like SUNE TSL CSUN YGE JASO  still in play as long as oil holds or rises

NUGT JDST IWM IBB SPY USO TVIX TZA NDAQ for sentiment 


CNBC in the News

	IN THE NEWS TODAY

U.S. stock futures were little changed ahead of the 8:30 a.m. ET release of the January employment report. Another powerful rally on Wall Street Thursday pushed the Dow, S&P 500, and Nasdaq into positive territory for the year. (CNBC) Steady economic growth is expected to translate into nonfarm payrolls above 200,000 for the 12th straight month. Economists see a gain of 230,000 for January. (CNBC) Philadelphia Fed President Charles Plosser joins CNBC's "Squawk Box" for 40 minutes, starting at 8 a.m. ET. He's going to be with us to react to the jobs report. Twitter (TWTR) was sharply higher in premarket trading, after doubling estimates with adjusted earnings and also beating on revenue. Dick Costolo defended his record as CEO against critics in a CNBC interview. Twitter added a less-than-expected 4 million new users last quarter, and the company's CFO blamed an "unforeseen bug" in Twitter's integration with iOS 8, Apple's mobile software update that launched in September. (Re/Code) GoPro (GPRO) tanked in the premarket, after issuing a profit warning and announcing the resignation of its COO. However, the action video camera maker easily beat expectations on earnings and revenue. (CNBC) Verizon (VZ) is selling $15.6 billion in assets to Frontier Communications(FTR) and American Tower (AMT). The deal with Frontier marks the second time in six years the two companies have done business together. (CNBC) RadioShack has filed for bankruptcy protection, after striking a deal to sell up to 2,400 stores to Sprint (S) and hedge fund Standard General, the electronics chain's biggest shareholder. (NY Times) The SEC is investigating a Jan. 14 spike in BlackBerry (BBRY) options tradinghours before Reuters said Samsung was in talks to buy the Canadian smartphone maker. Both companies later denied the report. (Reuters) In the wake of the November hacking and damaging leaked emails, Amy Pascal, head of Sony's movie business for more than a decade, will be stepping down and taking on a new role as producer. (WSJ) Anthem (ANTM) failed to protect the data in its computers through encryption in the same way it protected medical information. Hackers exploited that weakness to access 80 million records. (NY Times)

	BY THE NUMBERS

In addition to this morning's jobs report, the government is also out withDecember consumer credit figures at 3 p.m. ET, with economists expecting credit to expand by $14.5 billion after a $14.1 billion increase in November. It's a light day for corporate earnings, with numbers out from Marsh & McLennan (MMC), Moody's (MCO), and Madison Square Garden (MSG) this morning. Dominion Resources (D) leads today's rather skimpy after-the-bell list.

	STOCKS TO WATCH

Pandora (P) matched estimates with adjusted quarterly profit of 18 cents per share, but revenue fell below analyst projections, hurt by slower ad sales growth. The online music service also gave a downbeat revenue forecast for the current quarter. LinkedIn (LNKD) earned an adjusted 61 cents per share for its latest quarter, 8 cents above estimates, with revenue also scoring a solid beat. The professional social network saw an increasing number of businesses use the service to evaluate prospective employees. Yelp (YELP) came in a penny above estimates with adjusted quarterly profit of 8 cents per share, and its revenue also beat forecasts. The consumer review website gave a downbeat earnings forecast for 2015, however, because of slowing subscriber growth. Buffalo Wild Wings (BWLD) missed estimates by 4 cents with quarterly profit of $1.07 per share, with revenue matching estimates. The restaurant chain did see a more than 5 percent increase in same store sales, and a nearly 20 percent pickup on overall sales. Buffalo Wild Wings CEO Sally Smith joins us at 7:30 a.m. ET to talk about the numbers. Dr Pepper Snapple (DPS) increased its dividend by 17 percent to 48 cents per share, and also announced it would add $1 billion to its stock buybackprogram.

Seeking Alpha

Today's economic calendar:
8:30 Non-farm payrolls
12:45 PM Fed's Lockhart: U.S. Economic Outlook and Monetary Policy
3:00 PM Consumer Credit

Notable earnings before today's open: AAN, ALU, AON, AXL, BECN, BPL, CAE, CBM, CBOE,DWSN, FLIR, HRS, MCO, MMC, MSG, SIRO, STRA, UFS, WETF

Notable earnings after today's close: CCJ, D, GBDC

Best of Success!