Friday, July 28, 2006

July 27th Show (Game On)




Bullish
Oil Stocks/Refineries - Belief that oil will go to $100 a barrel
VLO
HES
XOM
STO
Natural Gas
CHK
Canadian oil sands
CNQ
USO
Tech rally in the fall
Bottom fishing in tech is risky
Tech stocks over owned
Tech can be tradable but they are not growth stocks
Next area of growth: Aerospace Defense

ETF Explosion (Exchange Traded Funds)
Bullish
GLD
USO
IYT
Brazil, Russia, Asia, and (maybe) South Korea ETFs
More "juicy" ETFs (ETFs with more volatility):
QID
SDS
Mexico ETF: EWW




Bullish

UNH
BA
TJX
AL
WAG

Bearish
SLE
AMZN
CSX (but bullish soon)
MMM

Mixed Reviews from the 4 analysts
MO
RAI
JNJ (Hold)
HES




What the analysts are going to do tomorrow:


SMH
SWY
GLD
SLV
BA

Thursday, July 27, 2006

June 28th Show

The first segment titled "The Approach" highlighted stocks based on the recent mergers and aquisitions and playing quality names in a down market.

AA Alcoa Inc.
FDX FedEx Corporation
OSG Overseas Shipholding Group Inc.
Coal Stocks

The next segment looked at the "Word on the Street". M&A and commodity prices should support stocks. It looked at the new IPO for J Crew and what does it mean to go public in a down market. Does it mean the company is a strong one? There was mixed reviews from the panel about if IPO's are a good thing to play. The charts look good for IPO's but its smart people who are trading them so be careful.

Another segment named "Roll The Dice" made some bold picks:

GM General Motors Corporation (September 20 Puts/Short)
NYX
NYSE Group, Inc. BUY
PAAS Pan American Silver Corp. BUY

The next segment titled "Take Your Position" focused on some earnings reports tomorrow and what people should do.

ACN Accenture Ltd. Buy before earnings
CRMT America's Car-Mart Inc. Buy before earnings
RIMM Research In Motion Ltd. sell before earnings
FLS Flowserve Corp. Buy before earnings
STZ Constellation Brands Inc. Sell before earnings
EEQ Enbridge Energy Management LLC Buy before earnings

The next segment was "Stocks On Sale"

Natural Gas Sector:
CHK Chesapeake Energy Corp.
THX Houston Exploration Co.
APA Apache Corp.
ECA EnCana Corp.

KR
Kroger Co.
JNJ Johnson & Johnson
YSI U-Store-It Trust
SYY Sysco Corp.
DOW Dow Chemical Co.
CNQ Canadian Natural Resources Ltd.
QCOM QUALCOMM Inc.
DG Dollar General Corp.

The next segment was "Fast Money World" that looked at stocks to buy around the world.

RIG Transocean Inc.
HSE.TO HUSKY ENERGY INC

How to trade all the RAIN

DE
Deere & Co. Buy because with all the rain, grass will be growing and people will need lawnmowers.
RTH Retail HOLDRs Short It because they will blame rain for poor sales.
YHOO
Yahoo! Inc. Buy because people will be indoors due to the bad weather.