Wednesday, September 06, 2006

September 6th

Front Page
CEO Turnover
Energy Trade Over?
Commodities September Sprint
Apple Announcement

Bolling
CEO change at F Ford Motor Co is just window dressing
Bolling is Short Crude Oil
Hurricane season was a non-event
Don’t be long big oil right now
Owns Gold
Foresees China selling Dollars to buy Gold
Owns Silver
Buy
GLD streetTRACKS Gold Shares
Buy SLV iShares Silver Trust
Buy SLW Silver Wheaton Corp.

Strazzini
Beware of CEOs chosen by Founders
Buy
CVX Chevron Corp.
Short NOV National Oilwell Varco, Incorporated
Buy ATI Allegheny Technologies Inc.
Thinks announcement is already built into AAPL Apple Computer Inc. share price
Better chance that the announcement will bring the stock down
Risky play – buy $70 puts


Macke
Wal-Mart needs a shake up
Oil deserves a break
Buy
SUN Sunoco Inc.
Buy NEM Newmont Mining Corp.
Trade AAPL Apple Computer Inc. and sell before the announcement

Adami
CEO change at
F Ford Motor Co. is good
AMZN Amazon.com Inc. needs a change
Oil Exploration is good
Buy
KOG Kodiak Oil & Gas Corp.
Buy PD Phelps Dodge Corp.
Buy AWC Alumina Ltd.
Buy AAPL Apple Computer Inc. but sell strength before announcement

Winning Picks

Bolling

RNR RenaissanceRe Holdings Ltd. up 8%

Strazzini
AMAT Applied Materials Inc. up 9%

Macke
JWN Nordstrom Inc. up 13%

Adami
SGR Shaw Group Inc. up 15%

Hot Trades

Bolling

Buy HPQ Hewlett-Packard Co. now
Doesn’t understand options hype with
WMB Williams Companies Inc. Just short instead of buying out of money puts.

Strazzini
Buy FCS Fairchild Semiconductor International Inc. now and sell at $21 by year end

Macke
Wait on HPQ Hewlett-Packard Co.
Don’t buy INTC Intel Corp.

Adami
HPQ Hewlett-Packard Co. Buy at $34.25

Page Two
China Gambling

Bolling
Buy WYNN Wynn Resorts Ltd.

Strazzini
Buy LVS Las Vegas Sands Corp.

Adami
Buy WPTE WPT Enterprises Inc.

Bad Trades

Bolling
ALJ Alon USA Energy Inc. Sell now

Strazzini
CHS Chico's FAS Inc. Sell now

Macke
IMAX Imax Corp. Take your time – will still be bought out

Adami
STO Statoil ASA Sell now

Stock on Sale

Bolling
Buy CENX Century Aluminum Co.

Strazzini
Buy WAG Walgreen Co. Goes to $55
Or Sell 50 Puts


Macke
Buy VRTX Vertex Pharmaceuticals Inc. (High Risk/High Reward)

Adami
Buy IRM Iron Mountain Inc.

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