Monday
The new trading week kicks off with Lennar (NYSE: LEN) posting its quarterly results. The Florida homebuilder has apparently come a long way since the crash in residential real estate. Analysts expect the developer to post a small profit, reversing a large deficit during the same period last year. Although the company has closed out two of its previous three quarters in the black, you have to go all the way back to 2006 to find the last time it posted positive net income during the third quarter.

Tuesday
ConAgra (NYSE: CAG) and cruise-line giant Carnival (NYSE: CCL) are two of the companies delivering their quarterly financials on Tuesday. Wall Street is banking on bottom-line improvement at both companies, so eating and cruising are apparently lucrative pastimes these days for those who offer such services.

Wednesday
IHS (NYSE: IHS) checks in on Wednesday. The industrial-information specialist is targeted to earn $0.73 a share for its latest quarter, just ahead of the $0.66 it put up a year ago. IHS has met or exceeded expectations for years, so place your wager on $0.73 a share or higher.

Bed Bath & Beyond (Nasdaq: BBBY) also reports its quarterly results. What happens here should offer a good read on the economy in general, because if consumer discretionary spending is improving, we may very well see it in the form of shower curtains and throw pillows.

Yes. I'm being serious.

Thursday
Vail Resorts (NYSE: MTN) hits the slopes on Thursday, but don't read too much into what should be a significant deficit. Even though most of the company's mountain resorts have tried to position themselves as summer getaways, ski season is the time Vail really makes its money.

Friday
A homebuilder kicks off the week, and another one wraps it up. KB Home (NYSE: KBH) is Friday's report to watch. It's unlikely to match Lennar's leap to profitability, but the pros do see a substantially narrower deficit this time around.

Until next week, I remain,

Rick Munarriz