September 29th Show

Front Page Best 3rd Quarter in Years Fall Rally? Hard or Soft Landing? Government Confirms Nat Gas will rise this winter Bolling Play the Presidential Election Cycle Home builders SPDR Homebuilders (XHB) Defensive iShares Dow Jones Select Dividend Index (DVY) Owns Crude Oil Natural Gas storage is limited causing price increases in winter Skeptical of Ethanol Strazzini The strong 3rd quarter was a result of weakness before Small and mid cap stocks not part of the rally Rallies can be deceptive Likes Barr Pharmaceuticals Inc. (BRL) Likes SWS Group Inc. (SWS) Strong industrial period and cold winter increase Nat Gas cost Don’t bet on Nat Gas too big in case of a warm winter Macke Consumer name rally not done yet Best thing for the market would be a pull back Bullish on the DOW Only 2 of 30 DOW companies are at highs. Buy the dip if bad news with ISM Manufacturing numbers on Monday Adami Likes Illinois Tool Works Inc. (ITW) Word on the Street Bolling Owns Corn and Wheat Buy Agrium Inc. (AGU) Buy ConAgra Foods Inc. (CAG) Buy Archer-Daniels-Midland Co. (ADM) Strazzini Likes Templeton Russia and East European Fund Inc. (TRF) Likes Central Europe & Russia Fund Inc. (CEE) Owns iShares MSCI Malaysia Index (EWM) Macke Likes McDonald's Corp. (MCD) Adami Sell Wendy's International Inc. (WEN) Winning Trades Bolling Covanta Holding Corporation (CVA) up 5% in just over a week Strazzini Jefferies Group Inc. (JEF) up 13% since Aug 23rd Macke Gymboree Corp. (GYMB) up 19% since Sept 19th Adami Exxon Mobil Corp. (XOM) up 6% in 7 trading days Sector Trade War on Terror and Guns Bolling Don’t touch Smith & Wesson Holding Corp. (SWHC) Bullish on Military Defense stocks on pull backs. Macke Don’t buy stocks that warn on Fridays! Adami Buy Smith & Wesson Holding Corp. (SWHC) but could pull back Hot Trades Bolling Stay away from Research In Motion Ltd. (RIMM) after big move today Strazzini Buy J Crew Group Inc. (JCG) Trade Foot Locker Inc. (FL) Macke Dead Money with Merck & Co. Inc. (MRK) Buy J Crew Group Inc. (JCG) Adami Slow Money with Merck & Co. Inc. (MRK) Research In Motion Ltd. (RIMM) going down Fast Fire Bad Trades Bolling Wynn Resorts Ltd. (WYNN) down 10% - Stay in it Strazzini Walgreen Co. (WAG) down 12% - Still Long Adami Pacific Ethanol, Inc. (PEIX) down 14% - Sell it Stocks on Sale Bolling Buy Deere & Co. (DE) Strazzini Buy OSI Pharmaceuticals Inc. (OSIP) Macke Buy Korn/Ferry International (KFY) Adami Buy Headwaters Inc. (HW) First Trade of the 4th Quarter Strazzini Short Verizon Communications Inc. (VZ) Macke Buy Circuit City Stores Inc. (CC)