Earnings dominate StockTwits tweets

July 14, 2011: 12:22 PM ET
Yum! Brands stock

Click chart to track Yum! Brands' stock.

NEW YORK (CNNMoney) -- Investors are turning their attention to earnings, as the reporting season gets underway with a vengeance.

YUM! Brands (YUM, Fortune 500), which owns KFC, Pizza Hut and Taco Bell, has become a good bellwether of the state of the emerging market consumer. That's where it's derived the majority of its growth over the past two years...and this quarter wasn't any different. The company beat EPS estimates by 5 cents.

JPMorgan (JPM, Fortune 500) was the first major bank to report. Shares of the financial giant soared 3% on better than expected quarterly earnings: $1.27 vs a consensus for $1.20.

Addition through division is a popular theme on Wall Street this morning. ConocoPhillips (COP, Fortune 500) edged up 4% this morning on news that it is going to split into two separate entities.

These are some of the themes that are attracting investors' attention on StockTwits Thursday:

MOFinancial: $YUM Call: China has great across the board sales growth, plan to open about 500 stores, commodity inflation could be high in second half.

HowardWPenney: $YUM China - expect double-digit, same-store sales growth to continue in the third quarter.

SogoTradeOption: $JPM has beaten earnings estimates 10 quarters in a row. Do earnings estimates really matter???

slangwise: Did I say avoid $JPM around earnings? Clearly I meant buy. This is what "they" get when asking me to write about banks. Stick to cars.

jackstone104: So which piece of $COP to get rid of after the split? My guess is the refining side, much more volatile and margin sensitive.

AZ_Analyst: Now the real question, will any of the other large integrated oils unlock value like $COP??? $XOM $CVX $BP  To top of page

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