As a long-term investor, earnings season can be a frustrating period.

Consider that most companies only report "real" news four times yearly. When these quarterly reports come out, they can generate volatility in a stock.

Hopefully, your long-term holdings are doing great operationally. Still, even executing companies can be vulnerable to disappointing the stock market.

The reality is that no matter how good a company's business model is, it is almost impossible to predict how operations play out in the short term.

This means that even the best companies can disappoint, and the share prices get hit.

While this can be very frustrating for long-term holders, it can be an opportunity for traders.

This week’s HX Trader idea is one of these situations: a company with a great business model and a long history of execution where a minor change has hit the stock in guidance.

Here is the idea…