Wednesday, September 13, 2006

September 13th

Front Page
Retail Run
Gold and Oil’s next move?
Wall Street Earnings

Bolling
Buy Best Buy Co. Inc. (BBY)
Owns Gold
Scale down Buy iShares Goldman Sachs Natural Resourc (IGE)
Bear Stearns Companies Inc. (BSC) is a buy before earnings

Strazzini
Caution on Dick's Sporting Goods Inc. (DKS)
Buy Cabela's Inc. (CAB)

Macke
Bullish on Retail
Buy specialty retail names
Don’t buy the “falling gas = retail sales” theory
Buy Nordstrom Inc. (JWN)
Buy Jos. A Bank Clothiers Inc. (JOSB)
Buy Advance Auto Parts Inc. (AAP)
Buy Gymboree Corp. (GYMB)
Buy Urban Outfitters Inc. (URBN)
Avoid Gold
Still Bullish on Morgan Stanley (MS)

Adami
Buy Saks Inc. (SKS)
Gold is a Sell
Goldman Sachs Group Inc. (GS) going to $200

Page Two

Semi-Conductor Sector Rally

Bolling
Positive on Chip Sector
Buy ASML Holding NV (ASML)

Strazzini
Trade semi equipmentTake Profits on Applied Materials Inc. (AMAT)
Take Profits on KLA-Tencor Corp. (KLAC)

Macke
Chip sector rally is overdone

Adami
Take profits on CITIGROUP GLOBAL (SMN)
Buy Advanced Micro Devices Inc. (AMD)


Winning Picks

Bolling
American Eagle Outfitters Inc. (AEOS) up 16% in less than a month

Strazzini
CVS Corp. (CVS) up 6%

Macke
Activision Inc. (ATVI) up 13% in a month

Adami
Coldwater Creek Inc. (CWTR) up 22% in a month

Sector Trade
Airline Sector

Bolling
Buy Boeing Co. (BA)

Strazzini
Buy AMR Corp. (AMR)
Buy Continental Airlines Inc. (CAL)

Adami
Buy Rockwell Collins Inc. (COL)
Airlines need to consolidate
Airline turnaround should benefit suppilers

Hot Trades

Bolling
Buy InterContinental Exchange, Inc. (ICE)

Macke
Buy Hewlett-Packard Co. (HPQ)

Adami
Buy Hewlett-Packard Co. (HPQ) at $33.50
Buy Molson Coors Brewing Company (TAP) Stop out at $63.50

Fast Fire
Bad Trades

Bolling
Silver Wheaton Corp. (SLW) down 7% Still likes it

Strazzini
Archer-Daniels-Midland Co. (ADM) Still likes it

Macke
Hershey Co. (HSY) down 10% Still likes it

Adami
Textron Inc. (TXT) down 6% Still owns and likes it

Apple News

Strazzini
Stay away from Apple Computer Inc. (AAPL) now
Doesn’t want to follow the crowd

Macke
Sell Apple Computer Inc. (AAPL)

Stocks on Sale

Bolling
Buy Sovran Self Storage Inc. (SSS)

Strazzini
Buy EI DuPont de Nemours & Co. (DD)

Adami
Buy Ecolab Inc. (ECL)

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