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This earnings season comes at a vulnerable time. Europe, looking more and more like an excruciatingly slow train wreck, is trying to sort out its finances. The U.S. is fighting desperately to stave off a plunge back into recession. Equity prices bob every which direction on the comments of politicians on either side of the Atlantic. And in the midst of all this, companies are beginning to report their quarterly earnings.

I like to go into earnings season with an open mind -- but I also have certain things that I'm looking for from each of the companies we own in the Young Gun Portfolio. Here's what I'll be watching for with each stock, listed by the expected earnings release date.

As earnings come out, stay tuned for my thoughts and potential trades. As always, the best way to stay abreast of the latest from the Young Gun Portfolio is to follow me on Twitter.