Wednesday, August 09, 2006

August 9th Show




Plays off the Pipeline Mess at BP

Bolling
Stay with Refiners
Avoid big oil
More corrosion in pipes to be found
Is currently short crude
Owns BP BP plc
VLO
Valero Energy Corp.
TSO
Tesoro Corp.
HES
Hess Corporation

Strazzini/
Macke
USO U.S. OIL FUND ETF

Adami
Oilfield Service Plays
BHI
Baker Hughes Inc.
SLB Schlumberger Ltd.





Playing the Bizzaro Earnings Numbers


Bolling
Owns Coffee
Gold ETF GLD
streetTRACKS Gold Shares
ADM Archer-Daniels-Midland Co
CME Chicago Mercantile Exchange Holdings Inc
GS Goldman Sachs Group Inc.

Strazzini
Sell Call Options into the Rally
Large Caps Semi-conductors
Big Banks
Health Care
UNH
Unitedhealth Group Inc.
INTC Intel Corp.

Adami
Hedge funds are playing off earnings
Allow volatility to work for you




Hurricane Plays

Bolling
FLI CHC Helicopter Corp.
RNR RenaissanceRe Holdings Ltd.
HET Harrah's Entertainment Inc. but has bad chart

Strazzini
If you own HD Home Depot Inc. and LOW Lowe's Companies Inc. sell calls as the hype dies down. But both are buys.
Reinsurers

Macke
Don't guess on the hurricanes

Adami
SGR Shaw Group Inc.

Winning Picks

Bolling
CME Chicago Mercantile Exchange Holdings Inc up $35
Strazzini
TRI Triad Hospitals Inc. up 6% in 2 weeks
Adami
FL Foot Locker Inc. buy puts - the stock fell 8%
Macke
MS Morgan Stanley up 4% in 2 weeks





BP President Interview


Bolling

If Force Majore - Spike in oil

Strazzini

Oil will go up on this problem


Macke

Negative on BP
BP plc
Oil will not go up on this problem


Adami

Oil will go up on this problem




Bolling
Buy NWPX
Northwest Pipe Co.

Strazzini
Buy AMAT
Applied Materials Inc.

Macke

Buy IMAX Imax Corp.

Adami
Be Careful with NWPX Northwest Pipe Co.
Buy CT Capital Trust, Inc.

Fast Fire
Bad Picks and opinions

Bolling
RIG
Transocean Inc. down 13% - Don't sell here

Strazzini
VRSN
VeriSign Inc. down 17% - Sticking with pick.

Macke
SCSS Select Comfort Corp. down 13% - Still great trading stock with earnings

Adami
LLL L-3 Communications Holdings Inc. down 12% - Still a takeover target

Money Mail
Playing the drought

Bolling
VE
Veolia Environnement SA
SJW SJW Corp.

Final Trade

Strazzini
CVS
CVS Corp.
PD Phelps Dodge Corp.

Adami
CT
Capital Trust, Inc.

Bolling
SLW
Silver Wheaton Corp.

Macke
IMAX Imax Corp.

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