September 19th - Day 2 of 5

Front Page Yahoo and Oracle Iran and Thailand Conflict Housing Plunge Bolling Oracle Corp. (ORCL) has a good chart Doesn’t like Intel Corp. (INTC) Microsoft Corp. (MSFT) is flat Likes Cisco Systems, Inc. (CSCO) General Dynamics Corp. (GD) chart looks good Thailand conflict – No trade off this Buy Hovnanian Enterprises Inc. (HOV) Strazzini Rally tomorrow after strong numbers from Oracle Corp. (ORCL) The following should benefit from Oracle: Microsoft Corp. (MSFT) Cisco Systems, Inc. (CSCO) Intel Corp. (INTC) Macke Every excuse from today for a rally tomorrow Buy Gymboree Corp. (GYMB) Adami Buy General Dynamics Corp. (GD) Buy Pulte Homes Inc. (PHM) Take Your Position Fed Meeting Bolling Doesn’t think rates will move Strazzini If the market is down tomorrow buy puts on iShares Russell 2000 Value Index (IWN) and stay out of small-caps Sector Trade Semi-conductor Comeback Bolling Likes Semiconductor HOLDRs (SMH) Strazzini Take profits in semi-conductors Adami Skeptical on Micron Technology Inc. (MU) high PE Hot Trades Bolling Buy Morgan Stanley (MS) now Strazzini Don’t buy Imclone Systems Inc. (IMCL) until $26 Macke Buy Sony Corp. (SNE) at $40 Adami Buy Hansen Natural Corp. (HANS) now and stop out on any close below $30 Dirty Trades Bolling Buy Inco Ltd. (N) For the Record Macke Not high on Starbucks Corp. (SBUX) Adami Hard to bet against Starbucks Corp. (SBUX) Final Trade Bolling Wait till after the Fed tomorrow and go with market direction Strazzini Wait for Fed Macke Buy NASDAQ 100 Trust Shares (QQQQ) with a tight stop Adami Buy streetTRACKS Gold Shares (GLD)