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- Target lowering sales projections is a symptom of slowing discount retail.
- NRG submitting the first license application for a nuclear power plant in 30 years sure is commentary on energy issues.
- The social security news was quite interesting and something we will be watching. Just one more thing to effect the psychology of the market. Retirees are going to make up more and more of the economy over the next 15 years. Housing issues, energy issues, and potential lowering of benefit could be a nightmare.
- Apple estimates upgraded by Citigroup continues to lift this stock. As we have said before, this is a long term position for us, but we are happy to see the continued strength.
- NationStar stopped accepting all wholesale loan applications. NationStar is the subprime unit of Fortress. Just continued weakness in housing.
- MSFT has once again filled their product pipeline and is positioned well for great sales over the next 18 to 24 months. We are going to try to pick this one up fairly agressively on a small low end of the range.
- Keep TXN and OLN open, if we get a strong down day we should pick these up; unless the stock picks run away from us.
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- NYX had a real nice rise on Friday, over 5%. We are back in positive territory and we expect good things for this stock.
- Dollar falling, Oil way up, Housing meltdown and the markets are going back up. Irrational exuberence.
- We will be giving another stock pick this week. Our two open orders are running away from us a bit, but we will keep them open just in case.
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- Crude topped $84 for an intraday high. Paired with the housing fallout, this is not good. Not good at all. We truly believe in the possibility for this recession to get a lot worse. While we have two open buys, we are not going to be more agressive with stock picks and pricing yet.
- Some say the Bank of England's inaction led to a a run on Northern Rock where thousands of people withdrew their savings due to reports of insolvency. News like this everyday means that the problems are working their way through the system.
- Good news, our overall portfolio stock picks improved in a down market.
- Stick with us, this will be a long road and we are navigating cautiously.
- This is all for tonite, while we have some more buys ready, we are in a good moderate non-agressive stance right now.
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- TXN is a stock pick that meets all of our screen terms, especially undervalued and ROE. We hope to pick this one up on a pullback.
- OLN is running away from us. Right stock, entry was too low. Those who have been with us since last year know that this happens with a lot of our picks and is the nature of our screener and one of the cornerstones of our ROI. Not to mention our name...The Limit Order.
- Numerous housing starts fell to 12 to 15 year lows across the board. More evidence of an area of the economy which is still receding dramatically.
- Remember when we said that we will start to see brokers lower estimates and miss estimates? Etrade, LEH, Morgan Stanley, etc have all done this. We are watching financials and want to enter them soon. More to come over next 2 weeks.
- AHM agreed to taking a lower price from Lone Star. Great news for them and the people who have mortgages there. A shining beacon in an awful sector.
- Oil continues to rise and break records. $82 and rising. Winter coming. We keep saying that this is not a good co-conspirator for bad economy influences; the other being housing. The potential for a perfect storm of influences is forming.
- We are eyeing a few small caps for our portfolio. These have been outperforming and it should continue. We have found two stock picks that meet our screening criteria. Once our detailed research is complete we will release some entry prices.
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- The fed lowered rates more than everyone was expecting and the markets responded, as did our stock picks.
- We could have gambled on the cut and opened a few more stock picks before this cut, but we don't gamble, we invest. Over the long term, we will be more successful. We have seen it go the other way plenty of times. It still may.
- If this cut repairs the credit markets the markets will come back, but we are still in wait and see mode before a new stock pick.
- We want to get a buy or two more in for the next pullback. Tomorrow we will release the tech stock pick.
- NovaStar termintated its REIT status and ended its dividend. Impac also termindted its payout. Stopped most lending. Accredited Home Lenders said it may not be able to resume lending. E-Trade slashed estimates over mortgages, exiting some parts of this business. Foreclosures double. Housing issues are not behind us. A fed cut is just psychological for us, not the problems inherent in these business'.
- However, the House did pass a bill which would allow tens of thousands that are deliquent on their loans to refinance. This could be way bigger for the housing market than the rate cut. The White House looks like they will not veto also. Great news.
- Apple continues to advance as iPhone prepares to rollout in multiple other countries. There are some other exciting tech stock picks we are ready to enter.
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