The Week Ahead: Hope You've Rested Up

Although last Tuesday marked the official start of fourth-quarter earnings season, with Alcoa (AA) kicking off the fun as usual, the true focus was on the Consumer Electronics Show. This time around, the highlights included ultra-high-definition television, organic light-emitting diode (OLED) TVs and 3-D printing. Also notable were chip announcements from the likes of Intel (INTC), Qualcomm (QCOM) and ARM Holdings (ARMH), as well as some interesting display technologies.

On the earnings and pre-earnings front, Alcoa met analyst expectations and issued a cautiously optimistic view on the coming year. Management sees aluminum consumption rising 7% in 2013, up slightly from the 6% climb last year. Long-term, the company is still calling for aluminum demand to double between 2010 and 2020. This is the latest data point that supports the idea of an improving industrial landscape, and it also backs my recent call to get behind shares of Freeport-McMoRan (FCX) and laser-optics company II-VI (IIVI). ...640 more words left in this article. To read them, just click below and try Real Money FREE for 14 days.

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