Monday, September 18, 2006

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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