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

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