Next Week: JOBS and TOMO Report Earnings

Earnings: 51Job (JOBS) reports earnings pre-market tomorrow 3/14, and Tom Online (TOMO) reports earnings pre-market Tuesday 3/15. Two in a row.

I don't know what to expect with JOBS, other than volatility. The traders will be out tomorrow. Either way, I think JOBS is a good longer-term play at this level. 51Job has the same general story as the WVAS stocks: it is a big fish in a rapidly growing, fragmented market, with a huge potential market size.

I personally expect TOMO to get a bump after earnings, as the stock's valuation is already so low, and I expect a WVAS stock rally if TOMO performs well.

Full disclosure: I am long JOBS and TOMO