Monday, November 27, 2006

November 27th Show

Front Page
Market Swoon – Big market selloff
Biggest losses since July – Short or Buy?
Dollar Dive – Lowest level in 20 months
Automaker Problems

Bolling
S&P support at 1350 level
Owns Silver
Bullish on Wyndham Worldwide Corporation (WYN) Price at airing: $31.35
Bullish on Euro Currency Trust (FXE) Price at airing: $131.65
Bullish on streetTRACKS Gold Shares (GLD) Price at airing: $63.70
Bearish on General Motors Corporation (GM) Price at airing: $30.36
Bearish on Ford Motor Co. (F) Price at airing: $8.16

Strazzini
Likes the financials
Likes Hotels
Stay away from regional banks
Bullish on streetTRACKS Gold Shares (GLD) Price at airing: $63.70
Is Short General Motors Corporation (GM) Price at airing: $30.36

Macke
The market needs this sort of action from today
The sell-off is a buying opportunity

Adami
Transport stocks are going to continue to correct
Bearish on Imperial Tobacco Group plc (ITY) Price at airing: $71.85
Bearish on FedEx Corporation (FDX) Price at airing: $116.10
Bearish on Toyota Motor Corp. (TM) Price at airing: $117.44

Word On The Street
Palm down 7% after hours

Bolling
Bearish on Research In Motion Ltd. (RIMM) Price at airing: $135.30

Macke
Bearish on Palm, Inc. (PALM) Price at airing: $15.37
Bearish on Research In Motion Ltd. (RIMM) Price at airing: $135.30

Winning Trades

Bolling
China Life Insurance Co. Ltd. (LFC) up 18%

Strazzini
Phelps Dodge Corp. (PD) up 29%

Macke
Gap Inc. (GPS) down 9%

Adami
Novellus Systems Inc. (NVLS) up 15%

Take Your Position

Strazzini
Bearish on National City Corp. (NCC) Price at airing: $36.10
Bearish on Washington Mutual Inc. (WM) Price at airing: $42.60

Adami
Bullish on a dip on Pulte Homes Inc. (PHM) Price at airing: $31.13

Sector Trade

Bolling
Bearish on JetBlue Airways Corp. (JBLU) Price at airing: $13.79

Strazzini
On the Fence on JetBlue Airways Corp. (JBLU) Price at airing: $13.79
They need to get their margins back where they were

Hot Trades

Bolling
Bearish on Exxon Mobil Corp. (XOM) Price at airing: $72.47 - Slow Money
Owns Crude Oil

Strazzini
Bearish on Google Inc. (GOOG) Price at airing: $484.75 - Dead Money

Macke
Bearish on Amazon.com Inc. (AMZN) Price at airing: $40.85 - Dead Money

Adami
Bearish on Amazon.com Inc. (AMZN) Price at airing: $40.85 - Dead Money
Bearish on Altria Group Inc. (MO) Price at airing: $83.42 - Slow Money

Macke’s Mark-up

Macke
Bearish on Wal-Mart Stores Inc. (WMT) Price at airing: $46.61
Bullish on Costco Wholesale Corp. (COST) Price at airing: $53.39

Macke's webiste reference: minyanville.com

Adami
Bullish on General Growth Properties Inc. (GGP) Price at airing: $51.70

Fast Fire
Bad Calls – What to do now?

Bolling
Bearish on Pacific Ethanol, Inc. (PEIX) Price at airing: $17.92

Strazzini
Bullish on Verizon Communications Inc. (VZ) Price at airing: $34.24
Bearish on Hewlett-Packard Co. (HPQ) Price at airing: $38.64

Macke
Bearish on Dillard's Inc. (DDS) Price at airing: $34.86

Adami
Bearish on Dell Inc. (DELL) Price at airing: $27.01

Final Trade

Bolling
Bullish on Euro Currency Trust (FXE) Price at airing: $131.65

Strazzini
Bullish on Anadarko Petroleum Corp. (APC) Price at airing: $46.64

Macke
Bullish on Saks Inc. (SKS) Price at airing: $19.90

Adami
Bullish on AMR Corporation (AMR) Price at airing: $32.20 - Buy on a Dip at $30

Saturday, November 18, 2006

November 17th Show

Front Page
Marching On - DOW on the rise
Crude Reality - Crude at 17-month low
Nymex Mania - IPO double

Bolling
Bullish on and Owns NYMEX HOLDINGS INC (NMX) Price at airing: $132.99

Strazzini
Bullish on Mentor Corp. (MNT) Price at airing: $47.58 - But don't chase
Bullish on Allergan Inc. (AGN) Price at airing: $112.50 - But don't chase
Bullish on Chicago Mercantile Exchange Holdings Inc. (CME) Price at airing: $535.00
Bullish on Target Corp. (TGT) Price at airing: $58.22
More upside in gold.
Copper is overdone.
Sell covered calls on your positions because the market will tread water for the rest of the year.

Macke
Bearish on DreamWorks Animation SKG Inc. (DWA) Price at airing: $29.27
Since volatility is low, selling covered calls is not a good idea.
Still bullish on the market. Buy the dips.

Adami
Bearish on FedEx Corporation (FDX) Price at airing: $117.44
Bearish on Imperial Tobacco Group plc (ITY) Price at airing: $70.45
Bearish on Lions Gate Entertainment Corp. (LGF) Price at airing: $11.47

Take Your Position

Bolling
Bullish on Best Buy Co. Inc. (BBY) Price at airing: $55.00

Macke
Bullish on Gymboree Corp. (GYMB) Price at airing: $44.32
Bullish on Borders Group Inc. (BGP) Price at airing: $23.22

Hot Trades

Bolling
Bearish on Sears Holdings Corporation (SHLD) Price at airing: $172.98

Strazzini
Bearish on Hewlett-Packard Co. (HPQ) Price at airing: $39.77

Macke
Bearish on Gap Inc. (GPS) Price at airing: $19.81

Adami
Bullish on Saks Inc. (SKS) Price at airing: $20.21

Word On The Street

Macke
Bearish on New York Times Co. (NYT) Price at airing: $24.55

Adami
Bullish on Tribune Co. (TRB) Price at airing: $32.25

Stocks On Sale

Bolling
Bullish on iShares FTSE/Xinhua China 25 Index (FXI) Price at airing: $93.48

Strazzini
Bullish on MetLife Inc. (MET) Price at airing: $58.98

Macke
Bearish on Starbucks Corp. (SBUX) Price at airing: $37.42
Bearish on Dell Inc. (DELL) Price at airing: $25.02

Adami
Bullish on Superior Industries International Inc. (SUP) Price at airing: $19.05

Final Trade

Bolling
Bullish on Baidu.com, Inc. (BIDU) Price at airing: $109.76

Strazzini
Bullish on MetLife Inc. (MET) Price at airing: $58.98

Macke
Bearish on Gap Inc. (GPS) Price at airing: $19.81

Adami
Bullish on Saks Inc. (SKS) Price at airing: $20.21

Next Shows: November 27th and December 1st

Friday, November 10, 2006

November 10th Show

Front Page
Main Street – Big Retail Reports
Road To Recovery – Election and Drug Stocks
New China Trade

Bolling
Bullish on Borders Group Inc. (BGP) Price at airing: $23.46
Bearish on Gap Inc. (GPS) Price at airing: $20.19
Bullish on Retail HOLDRs (RTH) if goes above $100 - Price at airing: $97.57
Bullish on Euro Currency Trust (FXE) Price at airing: $128.58
Owns Gold
Owns Crude Oil
Buy Gold or Gold Miners and have some Oil

Strazzini
Bearish on Humana Inc. (HUM) Price at airing: $52.00
Bullish on WellPoint Inc. (WLP) Price at airing: $72.89
Bullish on Varian Medical Systems Inc. (VAR) Price at airing: $52.56
Bullish on iShares FTSE/Xinhua China 25 Index (FXI) - But flat for a while - Price at airing: $89.70

Macke
Bearish on Wal-Mart Stores Inc. (WMT) Price at airing: $46.47
Bullish on Target Corp. (TGT) Price at airing: $57.94
Bullish on Barnes & Noble Inc. (BKS) Price at airing: $42.27
Bullish on Borders Group Inc. (BGP) Price at airing: $23.46
Is Short Gap Inc. (GPS) Price at airing: $20.19

Adami
Bearish on Target Corp. (TGT) Price at airing: $57.94
Bullish on Humana Inc. (HUM) Price at airing: $52.00

Word on the Street

Bolling
Bullish on United Utilities plc (UU) Price at airing: $28.72
Owns and Bullish on Suez (SZE) Price at airing: $47.10
Owns Veolia Environnement SA (VE) Price at airing: $63.55

Winning Trades

Bolling
Norfolk Southern Corp. (NSC) Up 16%

Strazzini
EI DuPont de Nemours & Co. (DD) Up 16%

Macke
Guess? Inc. (GES) Up 13%

Adami
Geron Corporation (GERN) Up 5%

Take Your Position

Bolling
Bearish on Dell Inc. (DELL) Price at airing: $24.89
Don't Short Hewlett-Packard Co. (HPQ) Price at airing: $39.99

Strazzini
Bearish on Dell Inc. (DELL) Price at airing: $24.89
Bearish on Hewlett-Packard Co. (HPQ) Price at airing: $39.99

Adami
Bearish on Dell Inc. (DELL) Price at airing: $24.89
Bullish on Hewlett-Packard Co. (HPQ) Price at airing: $39.99

Sector Trade
Video Games

Bolling
Bullish on THQ Inc. (THQI) Price at airing: $30.61

Strazzini
Bearish on NVIDIA Corp. (NVDA) Price at airing: $34.44 - But don't short because they are holding profits for next quarter

Macke (Has been the “most right” on this sector)
Bullish on Activision Inc. (ATVI) Price at airing: $16.414

Adami
Bullish on The9 Ltd. (NCTY) Price at airing: $24.82

Hot Trades

Bolling
Bullish on Walt Disney Co. (DIS) Price at airing: $32.40 - Fast Money

Strazzini
Bearish on Applied Materials Inc. (AMAT) Price at airing: $17.62 - Slow Money

Macke
Bullish on Kohl's Corp. (KSS) Price at airing: $73.69 - Fast Money

Adami
Bullish on Boeing Co. (BA) Price at airing: $85.62 - Fast Money

Fast Fire
Bad Trades – What to do?

Bolling
Still Bearish on Verasun Energy, Corp. (VSE) Price at airing: $19.65

Strazzini
Still Bullish on Coventry Health Care Inc. (CVH) Price at airing: $45.12

Macke
Still Bullish on TiVo Inc. (TIVO) Price at airing: $5.82

Adami
Still Bullish on Caterpillar Inc. (CAT) Price at airing: $59.60

Macke's Mark-up
Retail by Macke

Strazzini
Bullish on Bebe Stores, Inc. (BEBE) Price at airing: $23.51
Bullish on Coach Inc. (COH) Price at airing: $38.74

Macke
Bullish on The Childrens Place Retail Stores, Inc. (PLCE) Price at airing: $70.01
Bullish on Gymboree Corp. (GYMB) Price at airing: $46.97


Final Trade

Bolling
Euro Currency Trust (FXE) Price at airing: $128.58

Strazzini
Varian Medical Systems Inc. (VAR) Price at airing: $52.56

Macke
NASDAQ 100 Trust Shares (QQQQ) Price at airing: $43.03

Adami
Humana Inc. (HUM) Price at airing: $52.00 - Go long at $50

Next Show: Next Friday November 17th

Friday, November 03, 2006

November 3rd Show

Front Page
Trade the Vote
Fear the Fed – What will Ben Do?
Solid Gold

Bolling
Bearish on the Dollar
Bullish on POWERSHARES DB G10 (DBV)
Owns Gold
Bullish on streetTRACKS Gold Shares (GLD)
Owns Silver
Bullish on iShares Silver Trust (SLV)
Bullish on Teva Pharmaceutical Industries Ltd. (TEVA)

Strazzini
Bullish on Lyondell Chemical Co. (LYO)
Bullish on PPG Industries Inc. (PPG)
Bearish on Mylan Laboratories Inc. (MYL)
Bullish on Novartis AG (NVS)
Bullish on Barr Pharmaceuticals Inc. (BRL)

Macke
Bullish on Lockheed Martin Corp. (LMT) on a dip
Gridlock is good for the markets

Adami
Bullish on Lockheed Martin Corp. (LMT)
Bullish on Geron Corporation (GERN)

Quicker than the Ticker – Winning Picks

Bolling
Companhia Vale do Rio Doce (RIO) up 6%

Strazzini
MedImmune Inc. (MEDI)

Macke
Google Inc. (GOOG) up 12%

Adami
Republic Services Inc. (RSG) up 7%

Trade the Vote
Defence Plays


Bolling
Bullish on L-3 Communications Holdings Inc. (LLL)

Adami
Bullish on DRS Technologies Inc. (DRS)

Hot Trades

Bolling
Bearish on Lincoln National Corp. (LNC) Slow Money
Bullish on China Life Insurance Co. Ltd. (LFC)

Strazzini
Bearish on Humana Inc. (HUM) Dead Money

Macke
Bearish on Wal-Mart Stores Inc. (WMT) Dead Money

Adami
Bearish on SLM Corp. (SLM) Slow Money unless it closes above $50 or the Replicans get power

The Vote, Oil, and Alternative Fuels

Bolling
Bearish on Pacific Ethanol, Inc. (PEIX)
Bullish on Cameco Corp. (CCJ) – But don’t hold him to this pick.

Strazzini
Bullish on Marathon Oil Corp. (MRO)
Bullish on Valero Energy Corp. (VLO)

Adami
Bullish on Exxon Mobil Corp. (XOM)

Fast Fire
Bad Trades


Bolling
Boyd Gaming Corp. (BYD) Down 7% - Sell

Strazzini
Harley-Davidson Inc. (HOG) Up 7% on a Sell recommendation - Short the stock

Macke
Arch Coal Inc. (ACI) Up 28% after a sell recommendation

Adami
LaBranche & Co. Inc. (LAB) Down 20% - Sell

Final Trade

Bolling
Bullish on iShares Silver Trust (SLV)

Strazzini
Bullish on AU Optronics Corp. (AUO)
Bullish on iShares MSCI South Korea Index (EWY)

Macke
Bullish on Activision Inc. (ATVI)