Confession Season Bodes Well for Fourth Quarter

Financial, technology and industrial stocks also are expected to show solid growth, with analysts projecting an increase of 42%, 34% and 25%, respectively. In contrast, communication services should see earnings decline by 6%, while health care and consumer staples are projected to post a small increase.

As for specific companies that could surprise on the upside, analyst tracker Starmine points to firms such as Jefferies Group(JEF Quote - Cramer on JEF - Stock Picks), General Motors (GM Quote - Cramer on GM - Stock Picks) and Parker Hannifin(PH Quote - Cramer on PH - Stock Picks).

Sears Roebuck(S Quote - Cramer on S - Stock Picks), Seagate Technology(STX Quote - Cramer on STX - Stock Picks) and AT&T(T Quote - Cramer on T - Stock Picks), on the other hand, could miss expectations.

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