September 18th - Day 1 of 5
Front Page Play rally with consumer Hedge Fund blow-ups Welch’s bet on biotech Bolling Bullish on: Goldman Sachs Group Inc. (GS) Four Seasons Hotels Inc. (FS) American International Group Inc. (AIG) Look for the bottoms when the hedge funds are unloading Buy Morgan Stanley (MS) Not keen on Biotech Buy Gilead Sciences Inc. (GILD) if you have to be in Biotech Strazzini Take profits from consumer stock rally Hedge funds are betting too big and when the trade goes down, they have to unload and cause huge declines. Buy MedImmune Inc. (MEDI) Macke Take profits from consumer stock rally Still Likes Gymboree Corp. (GYMB) Biotech needs homework - Buy Vertex Pharmaceuticals Inc. (VRTX) Adami Buy FedEx Corporation (FDX) Dylan Check your mutual funds to see if they have loaded up on Energy in case they loaded up and could be losing now in a down energy market. Page Two Bolling Buy Circuit City Stores Inc. (CC) after earnings release Macke Bearish on Circuit City Stores Inc. (CC) Bearish on Nike Inc. (NKE) Buy J Crew Group Inc. (JCG) Buy Hanesbrands Inc. (HBI) Adami Don’t buy Oracle Corp. (ORCL) before earnings Winning Picks Bolling InterContinental Exchange, Inc. (ICE) up 14% in less than a week Strazzini AMR Corp. (AMR) up 5% in 5 days Macke Whole Foods Market Inc. (WFMI) up 13% since August Adami Capital Trust, Inc. (CT) up 19% since August Dirty Trades Ethanol Bolling Ethanol is a Fad – Don’t bet on it Sell Pacific Ethanol, Inc. (PEIX) Sell Verasun Energy, Corp. (VSE) Buy Norfolk Southern Corp. (NSC) Buy CSX Corp. (CSX) Strazzini Bearish on Pacific Ethanol, Inc. (PEIX) Likes TXU Corp. (TXU) Adami Trade Pacific Ethanol, Inc. (PEIX) on volatility Hot Trades Bolling Hold Exxon Mobil Corp. (XOM) but sell below $63 Strazzini Take profits in Applied Materials Inc. (AMAT) or risk it to $21 Macke Buy EchoStar Communications Corp. (DISH) at $30 for volatility Adami Buy Constellation Brands Inc. (STZ) on any close above $29 Sector Trade Target raises boosting same store sales for September Bolling Bullish on Target Corp. (TGT) and Wal-Mart Stores Inc. (WMT) Strazzini Bullish on Target Corp. (TGT) Macke Bullish on Target Corp. (TGT) Fast Fire Bolling Century Aluminum Co. (CENX) down 5% - Still Bullish Strazzini Chevron Corp. (CVX) down 4% Macke United States Oil (USO) – Walk away Adami Kodiak Oil & Gas Corp. (KOG) down 18% - Get out Final Trade Bolling Buy Loews Corp. (LTR) Strazzini Buy Phelps Dodge Corp. (PD) Macke Buy The Childrens Place Retail Stores, Inc. (PLCE) Adami Buy iShares Dow Jones Transportation Average (IYT) |
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