Thursday, August 03, 2006

August 3rd Show - Game On




Buying On Health Hope

Bolling
TEVA Teva Pharmaceutical Industries Ltd.
Biotech ETF's

Strazzini
AZN AstraZeneca plc
NVS Novartis AG
MRK Merck & Co. Inc.
SEPR Sepracor Inc.

Macke
WAG
Walgreen Co.
CVS CVS Corp.

Adami
JNJ Johnson & Johnson
BBH Biotech HOLDRs
IBB iShares Nasdaq Biotechnology




Bolling - Assisted Living - HCR Manor Care Inc. and BKD Brookdale Senior Living Inc.
Strazzini - IMCL Imclone Systems Inc.(high Risk) and DNA Genentech Inc. and AMGN Amgen Inc.
Macke - MRX Medicis Pharmaceutical Corp.
Adami - Mental Health Stocks - PFE Pfizer Inc. (and Strazzini's Diabeties play)

Winning Picks

Bolling - VE Veolia Environnement SA
Strazzini - COH Coach Inc.
Macke - Shorted PIR Pier 1 Imports Inc.
Adami - MLI Mueller Industries Inc.




Bolling

Buy CVX Chevron Corp.
DD EI DuPont de Nemours & Co. will go lower then $35
Buy CAT Caterpillar Inc.
Buy ED Consolidated Edison Inc.
Buy MOT Motorola Inc.
Buy GS Goldman Sachs Group Inc.

Strazzini
Buy CSCO Cisco Systems Inc.
Buy PG Procter & Gamble Co.
Buy VZ Verizon Communications Inc.
Doesn't like DD EI DuPont de Nemours & Co.
Buy ED Consolidated Edison Inc.
Buy SNE Sony Corp.

Macke
Doesn't like DIS Walt Disney Co.
Doesn't like PG Procter & Gamble Co.
Doesn't like DD EI DuPont de Nemours & Co.
Doesn't like ED Consolidated Edison Inc.
Doesn't like SBUX Starbucks Corp.
Doesn't like MOT Motorola Inc.
Buy MCD McDonald's Corp.

Adami

DIS Walt Disney Co. could go lower.
PG Procter & Gamble Co. pulls back to 57.50 but is a buy.
Buy VZ Verizon Communications Inc.
DD EI DuPont de Nemours & Co. buy at 35.
Buy CAT Caterpillar Inc.
ED Consolidated Edison Inc. Room on the downside before buying.
Doesn't like GM General Motors Corporation
Buy GS Goldman Sachs Group Inc.

Derivative Play - Plays off Energy = Banks.

Bolling
Open a bank account with a private bank that could go public so you get in on the IPO

Strazzini
PRSP Prosperity Bancshares Inc.
SBIB Sterling Bancshares Inc.
CFR Cullen/Frost Bankers Inc.
SWS SWS Group Inc.

Stay Away From:

BBX
BankAtlantic Bancorp Inc.
BK Bank of New York Co. Inc.




Bolling - ERTS Electronic Arts Inc. vs ATVI Activision Inc. Winner: ERTS
Macke - MSFT Microsoft Corp. vs. GOOG Google Inc. Winner: GOOG
Adami - HD Home Depot Inc. vs LOW Lowe's Companies Inc. Winner: HD

Losing Trades

Adami - AMR AMR Corp. down 21% - Sticking with pick
Macke - NTES Netease.com Inc. down 18% - Buying more
Strazzini - PNR Pentair Inc. down 13% - Sticking with pick
Bolling - PDA Perdigao S.A. down 12% - Sticking with pick

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