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[Biff Nixon]

Biff--BDC & BGC Earnings Play for July 25 07
These Stocks have been on fire and have bee doing reorganization of thier business that should show up in this earnings

BDC Earning Tuesday July 26th
The earnings should be good
And the will be a precursor to…
BGC earnings on AUG 1st

Friday I went into with 50 Calls
BDC Sep 2007 65.0000 call (BDCIM.X)
BDCIM.X: Summary for BDC Sep 2007 65.0000 call - Yahoo! Finance

I plan to make a ton on BDC earnings and run it into BGC earnings

BGC Following their prior earnings announcement in May, the stock rallied 12%.
BDC Belden Cable weekly
BDC - SharpCharts 2 from StockCharts.com

Belden to Broadcast Second Quarter 2007 Earnings Release Conference Call
St. Louis, MO - Belden (NYSE:BDC) plans to release its results for the second quarter ended June 24, 2007, on Thursday, July 26, 2007. Management will discuss the results of the quarter during a conference call at 10:30 a.m. Eastern Time, which Belden will broadcast live, via the Internet.
The live listen-only audio of the conference call will be broadcast in its entirety. To listen to the call, go to Belden Investor Relations. A replay of this conference call will be archived for a limited time on the web site as well.
About Belden
Belden is a leader in the design, manufacture, and marketing of signal transmission solutions for data networking and a wide range of specialty electronics markets including entertainment, industrial, security and aerospace applications. To obtain additional information contact Investor Relations at 314-854-8054, or visit our web site at Belden Cable.


BGC General Cable weekly
BGC - SharpCharts 2 from StockCharts.com


General Cable Corporation to Webcast Discussion of its Second Quarter 2007 Results
HIGHLAND HEIGHTS, Ky.--(BUSINESS WIRE)--July 10, 2007--General Cable Corporation (NYSE:BGC) will webcast a discussion of its second quarter 2007 earnings on Wednesday August 1, 2007 at 8:30 a.m. ET. Chief Executive Officer Gregory B. Kenny and Chief Financial Officer Brian J. Robinson will discuss the second quarter results. The news release detailing the results will be issued after the market closes on Tuesday July 31, 2007.
Media and investors may access the live audio webcast at General Cable Home Page beginning at 8:30 a.m. ET. The webcast will also be available for replay.
General Cable (NYSE:BGC), headquartered in Highland Heights, Kentucky, is a leader in the development, design, manufacture, marketing and distribution of copper, aluminum and fiber optic wire and cable products for the energy, industrial, and communications markets. Visit our website at General Cable Home Page.


General Cable: Anything But Generic
Posted on Jul 3rd, 2007 with stocks: BGC
Dan Pritch submits: General Cable (BGC) goes down in my book as one of those investments that passed right under my nose until it came back and smacked me in the face. The stock has returned over 120% year over year, yet gets virtually no press. The reason this one is especially ironic is that I was face to face with a company leader and didn't research the company's prospects myself and pull the trigger following this encounter. About a year ago, a senior executive from this company was a guest speaker in one of my MBA classes. I recall being thoroughly impressed with his charisma, experience and leadership style. He was ex-British military and delivered a story of his company's recent tactics and execution that left quite an impression on me. He had taken us through a case study in a new strategy his company pursued in diversifying their business into energy and telecom and the payday that had ensued as a result of their execution and focus on customer service. Had I gone back and done my homework following this encounter, I would have found that from the prior year period (July 2005-Jul 2006), the stock had rallied over 140%! I could have then enjoyed a further 120% to date with more likely to follow.
The name is as generic as it gets. What does General Cable do?
General Cable derives its revenues from a broad array of products and services, which helps it mitigate risk in various industry down-cycles and react to rapid changes in commodity prices. It offers copper, aluminum, and fiber optic wire and cable products worldwide. It services various industries from electric utilities to telecom and networkers. With the boom in energy prices, it has benefited from high margins in its refining, natural gas and oil extraction sales. It services these customers with a premium quality/priced product and very strong focus on customer service metrics, which is their differentiating factor. They benefited from the destruction of oil rigs following Katrina, the rapid expansion in oil exploration worldwide, the international construction boom, and the continual upgrading and return visits from satisfied customers in the various industries, including the highly regulated nuclear industry. Although it sounds like a bit of a commodities business, they invest heavily in Research and Development and include their customers in the development of their pipeline and pricing models to optimally focus on high profit margin product cycles. Think of them as the best in breed of this surprisingly important sector.
The fundamentals - Where from here?
The stock reached another all-time high today and has no signs of abatement. Worldwide demand continues to be strong and barring a global recession, or some sort of accounting irregularity, the stock's fundamentals are strong. The barrier to entry in this business are high due to the intellectual property and recurring business model. Additionally, General Cable has been an acquirer of competing firms in China and Canada of late. Their leadership is unlikely to be supplanted any time soon. Best in class service in concert with high customer satisfaction in an industry with constrained supply equals pricing power.
Recent performance vs. S&P500:

Following their prior earnings announcement in May, the stock rallied 12%.

[Biff Nixon]

HWCC Houston Wire & Cable Company

HWCC: Company Events for HOUSTON WIRE CABLE - Yahoo! Finance

Earnings AUG 01 07


HWCC weekly
HWCC - SharpCharts 2 from StockCharts.com


Another Wire Earnings play if BDC has good earnings.......

[Biff Nixon]

HWCC had simply a blowout first quarter 2006.

Their #1/#2 suppliers Belden (BDC) General Cable (BGC)

have both seen their stock prices rise substantially in the past year, both are currently trading at a more expensive 2006 multiple then HWCC in range. In addition analysts have taken BDC and BGC's 2006/ 2007 earnings estimates up substantially the past 90 days. HWCC had a blowout quarter and their 2 largest supplier have had their annual earnings estimates going forward taken up substantially....

Houston Wire & Cable IPO Should Continue To Perform Well (HWCC) - Seeking Alpha


Houston Wire & Cable Impresses Easily - Seeking Alpha

[Biff Nixon]

BDC: Summary for BELDEN INC - Yahoo! Finance





Run hard BDC

[Biff Nixon]

I am HOLDING 90 Call's

RUN BABY RUN

Belden 2Q Earnings Rise
Thursday July 26, 8:25 am ET
Belden Second-Quarter Earnings Rise on Sales Growth Overseas


ST. LOUIS (AP) -- Electronic cable maker Belden Inc. said Thursday second quarter profit rose 40 percent as sales grew, especially in Europe and Asia.
Belden posted net income for the quarter ending June 24 of $30.1 million, or 60 cents per share, compared with $21.5 million, or 44 cents per share in the quarter a year earlier.

Revenue rose 34 percent to $549.9 million, from $409.6 million in the prior year.

Excluding one-time charges, like expenses incurred as a result of acquisitions, the company earned 79 cents per share. The results topped Wall Street expectations, with analysts surveyed by Thomson Financial expecting a profit of 71 cents per share.

[Biff Nixon]

Belden Raises Full-Year View
Thursday July 26, 8:41 am ET
Belden Raises Full-Year Outlook After Strong Second Quarter Results


ST. LOUIS (AP) -- Electronic cable maker Belden Inc. on Thursday raised its full-year earnings outlook above Wall Street estimates after posting strong second-quarter results.
The company now expects a profit of between $2.80 and $2.95 per share, compared with prior expectations of $2.50 to $2.70 per share. Belden hiked revenue estimates to more than $2 billion, up from an earlier estimate of about $2 billion.

Analysts polled by Thomson Financial expect a year-end profit of $2.69 per share.

John Stroup, the company's chief executive, said the company's expects its healthy second-quarter results to be sustained through the year, citing an improved tax rate.

[Biff Nixon]

Belden sees Q2 profit hike 40%
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bizjournals.comAll bizjournals.com News

Belden Inc. saw its second-quarter profit rise nearly 40 percent despite charges and accounting effects related to restructuring and acquisitions, respectively.

The company reported that for the second quarter ended June 24, its net income rose to $30.1 million from $21.5 million in last year's quarter. During the recent quarter, Belden recorded $2.9 million in pretax charges associated with its previously announced restructuring activities in North America and Europe and $12.2 million pretax in nonrecurring purchase accounting effects related to acquired businesses, according to a release.

Belden's second-quarter revenue grew 34 percent to $549.94 million from $409.57 million in last year's quarter. Revenue in the recent quarter included $149.3 million from acquisitions during the quarter and $8.1 million of favorable currency translation, the company said in a release.

"We attribute our strong results in the second quarter to the ongoing execution of our strategic priorities announced less than one year ago," John Stroup, Belden's president and chief executive, said in a statement.

"We are pleased that all three of our strategic acquisitions -- LTK, Hirschmann Automation and Control, and Lumberg Automation -- posted strong financial results in the quarter. Moreover, we are encouraged by the progress being made on the various commercial and cost synergies identified in the acquisition process."

Belden completed the purchase of Hirschmann Automation and Control for about $260 million on March 26, the purchase of LTK Wiring for about $195 million on March 27, and acquired Lumberg Automation for about $115 million on April 30.

Stroup said the company now expects 2007 revenue to exceed $2 billion and earnings per diluted share to be between $2.80 and $2.95 for the year, excluding certain charges and nonrecurring costs. The company's previous guidance called for 2007 revenue of about $2 billion and earnings per diluted share of between $2.50 and $2.70 for the year.

St. Louis-based Belden (NYSE: BDC) designs, manufactures and markets signal transmission products for data networking and specialty electronics applications.

[Biff Nixon]

Let BELDEN run MARKET

[Biff Nixon]

Investor's Business Daily
Electric Equipment Makers Ride Industrial, Construction Demand
Friday July 27, 7:00 pm ET
Vance Cariaga

The growth drivers behind the recent run-up in electrical equipment stocks will have a familiar ring to anyone who pays attention to industrial and construction markets.

An uptick in international business has fattened sales at companies that supply everything from soldering gear and lighting fixtures to telecom cables and electronic instrument panels.

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Meanwhile, robust end markets -- including energy, petrochemical, aerospace and commercial construction -- should keep the top lines humming well into the future.

The payoff has been a steady rise in the shares of electrical gear suppliers -- at least before the stock markets' overall sell-off sent the group into a tailspin that righted itself somewhat on Friday.

The 26 stocks in IBD's electrical equipment group hit an all-time high on July 19, continuing a longer-term run that dates back nearly five years. The group's value is up about 26% for 2007.

'Extended Buildout'

The sector features a diverse lineup of players. Some firms, such as Cooper Industries (NYSE:CBE - News), make electrical tools, while others like General Cable (NYSE:BGC - News) supply fiber-optic cables. The common link is that almost all are getting a lift from industrial and international markets.

Those markets continue to expand at a rapid clip due to demand for infrastructure and energy.

"The numbers in the industrial space are solid because there's been such an extended buildout," said Chris Kotowicz, analyst at A.G. Edwards. "When you look at that and the global economy, it's really helped these companies."

Swiss electric engineering giant ABB Ltd. said Thursday that second-quarter profit rose 80%, the best gain in six quarters and well above forecasts. Sales spiked 27% to $7.14 billion, fueled by demand in the energy and metals markets.

Though analysts cheered the results, ABB's stock fell 2.5% Thursday as the general markets sold off.

Cooper, the biggest U.S. player by sales and market cap, hit a new high on July 16. Three days later the company met second-quarter profit views with a 22% increase. Quarterly sales moved up 14%. It was the third straight quarter both have risen in double digits.

"Growth in developing markets and continued strong utility and industrial demand contributed to our performance in the quarter," Cooper CEO Kirk Hachigian said in a prepared statement.

Cooper also raised its full-year EPS targets. Still, some observers speculated that the new guidance -- 4 cents on the high end -- was lower than the Street wanted, sending shares down.

Powering Up

Ametek (NYSE:AME - News), the No. 2 U.S. player, also reported second-quarter results July 19. Its earnings rose 26%, topping views. The firm has run off six straight quarters of at least 23% profit growth. Its stock hit a new high that day but later fell back.

Ametek's recent success is equal parts M&A activity, international growth and end markets, said analyst Ned Borland of Next Generation Equity Research.

"Ametek serves a wide variety of end markets, with aerospace the most promising recently," he said. "Asia is the strongest region they're in, and they've invested in Europe through acquisitions the last few years. International growth is something they're focused on because they want to be pretty diversified geographically."

Like Cooper, Ametek continues to benefit from strong sales to the chemical, oil/gas and power generation markets worldwide.

"Cooper probably has more exposure to petrochemical, but both are going to participate in the electrical transmission and distribution buildout," Kotowicz said. "There continues to be investment in (the electrical grid). That's still early on, and it's attractive for both."

Hubbell (NYSE:HUB-B - News), which hit a new stock high on Friday, is another top player in the electric transmission and distribution markets.

Hubbell supplies old-line electrical gear such as lighting fixtures, switches and connectors. It sources much of its equipment from cheap foreign markets, which helps keep costs low.

Hubbell said Friday that profit gained 33% to 89 cents a share -- 14 cents above forecasts. Sales growth of 6% fell short of views, though Hubbell's shares still rose 7%.

Shares of electric-motor supplier Beldor Electric (NYSE:BEZ - News), which also beat profit forecasts and missed sales targets, fell nearly 3% Friday, capping a 9.6% weekly dive.

But while shares of some top firms have softened, Kotowicz figures the overall trend should be bullish over the near term.

"The stocks will probably continue to go up," he said. "The international exposure has really been a tail wind