September 22nd - Day 5 of 5

Front Page HP News Stocks vs. Bonds Quarter End Window Dressing Bolling Hewlett-Packard Co. (HPQ) chart looks great and the business is solid Bond market movement doesn’t signal end to stock market Avoid Caterpillar Inc. (CAT) Strazzini Looks to be conservative till the end of the year but look for a few trades Telecom was up big this quarter and could go up next week on window dressing and could go flat or decline in the first week of October Macke Weak stocks from the quarter will be down this week on window dressing Arch Coal Inc. (ACI) lost in the 3rd quarter so should be weak next week Walgreen Co. (WAG) could decline but not enough juice for a short Adami Buy Hewlett-Packard Co. (HPQ) but there will be hiccups 7th time for an inverted yield curve and the last 6 has lead to a recession Don’t look for a short squeeze in Superior Industries International Inc. (SUP) for the next week. Winning Trades Bolling Harley-Davidson Inc. (HOG) up 10% Strazzini Symantec Corp. (SYMC) up 13% Tibco Software Inc. (TIBX) up 16% Macke Borders Group Inc. (BGP) up 9% Adami Greenhill & Co Inc. (GHL) up 15% Take Your Position Bolling Buy SPDR Homebuilders (XHB) Buy KB Home (KBH) Buy Hovnanian Enterprises Inc. (HOV) Strazzini Would rather buy the stock than chase options Adami Watch the options for Clorox Co. (CLX) Options Analyst Guests – The Narjarians Brothers Bristol-Myers Squibb Co. (BMY) $27.50 Call options Looks for big block buys from institutions The move has been missed on Tribune Co. (TRB)Heavy buying in AT&T Inc. (T) November 35 calls. Hot Trades Macke Sell New York Times Co. (NYT) Adami Buy Target Corp. (TGT) at $51.75 Short Tribune Co. (TRB) Sell Cablevision Systems Corp. (CVC) Fast Fire Bolling CHC Helicopter Corp. (FLI) – Get out of it Strazzini Yahoo! Inc. (YHOO) – Still likes it Macke Newmont Mining Corp. (NEM) - Get out of it Adami Grey Wolf Inc. (GW) – Get out of it Dirty Trades Prisons Bolling Buy Corrections Corp. of America (CXW) Strazzini Buy United States Steel Corp. (X) or November 60 calls Final Trade Bolling Buy Wal-Mart Stores Inc. (WMT) Strazzini Buy MedImmune Inc. (MEDI) Macke Buy AT&T Inc. (T) Adami Buy Goldman Sachs Group Inc. (GS)