The Finance Professor

5 Things to Watch This Earnings Season

Stock quotes in this article:DELL, AAPL, BRCM 

There are indications that advertising is turning around. For example, Adobe(ADBE) just announced a $1.8 billion acquisition of Omniture(OMTR), an Internet advertising optimization company. On the other hand, some of these media companies also produce movies, which have had a disappointing summer and a very unimpressive holiday release schedule.

Media results can also be an indicator of a rebounding economy and perhaps investment opportunities in an industry that was considered down and out. Be careful not to make any bets just yet. Let's see what earnings tell us.

-- Written by Scott Rothbort in Millburn, N.J.

>To order reprints of this article, click here: Reprints

At the time of publication, Rothbort was long AAPL, BRCM, GOOG, RIMM and URBN, although positions can change at any time.

Scott Rothbort has over 20 years of experience in the financial services industry. In 2002, Rothbort founded LakeView Asset Management, LLC, a registered investment advisor based in Millburn, N.J., which offers customized individually managed separate accounts, including proprietary long/short strategies to its high net worth clientele. He also is the founder and manager of the social networking educational Web site TheFinanceProfessor.com.

Immediately prior to that, Rothbort worked at Merrill Lynch for 10 years, where he was instrumental in building the global equity derivative business and managed the global equity swap business from its inception. Rothbort previously held international assignments in Tokyo, Hong Kong and London while working for Morgan Stanley and County NatWest Securities.

Rothbort holds an MBA in finance and international business from the Stern School of Business of New York University and a BS in economics and accounting from the Wharton School of Business of the University of Pennsylvania. He is a Term Professor of Finance and the Chief Market Strategist for the Stillman School of Business of Seton Hall University.

For more information about Scott Rothbort and LakeView Asset Management, LLC, visit the company's Web site at www.lakeviewasset.com. Scott appreciates your feedback; click here to send him an email.

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