Wednesday, August 02, 2006

August 2nd Show




Playing The Heat

Bolling - EME EMCOR Group Inc.
Strazzini - EIX Edison International
Macke - EMR Emerson Electric Co.
Adami - September $50 PUTS on ECA EnCana Corp.

Bolling - Now short crude oil. Long Natural Gas. Hesitant to short ECA.





Playing the Fed Meeting

Strazzini - Sell Covered Calls
Macke - SPY SPDRs
Adami - Thinks rates will go up but market will rally






Macke - July retail numbers could disappoint. Long SBUX Starbucks Corp. and JWN Nordstrom Inc.
Strazzini - Short Department Stores KSS Kohl's Corp. JCP J C Penney Corporation, Inc.
Adami - FL Foot Locker Inc. November 25 Puts

Recent winning picks: CEO LGF MNST ARE





Adami - Buy BUD Anheuser-Busch Companies Inc. at $45.50
Bolling/Adami - Sell PEP Pepsico Inc. if below $57 but buy on up tick
Macke - Buy WFMI Whole Foods Market Inc. at $50
Adami - Buy WFMI Whole Foods Market Inc. for a trade
Strazzini - Buy QCOM QUALCOMM Inc. now and sell at $42
Bolling - Buy T AT&T Inc. now If it dips below $26 let it go.





Macke - Buy TM Toyota Motor Corp.
Adami - Stay away fromTM Toyota Motor Corp.
Strazzini/Adami - Buy FE Firstenergy Corp.
Adami/Bolling - Buy GW Grey Wolf Inc. for trade. Could hit $9
Bolling - Buy CVA Covanta Holding Corporation
Make - Buy ATVI Activision Inc.
Strazzini/Adami - Buy ROP Roper Industries Inc.





Bolling - Buy CME Chicago Mercantile Exchange Holdings Inc. ICE InterContinental Exchange, Inc. BOT CBOT Holdings Inc.
Strazzini - Buy NYX NYSE Group, Inc.

Bad Picks to date shown from previous shows:
Adami - WY Weyerhaeuser Co. down 5%
Strazzini - RHI Robert Half International Inc. down 21%
Bolling - FS Four Seasons Hotels Inc. down 8%
Macke - SIRI Sirius Satellite Radio Inc. down 11%




Adami - Short ECA Long GW
Strazzini - Short KSS and JCP and Buy QCOM
Bolling - Buy GLD
Macke - Buy JWM

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