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- A downgade on SAIA sent it tumbling. We do not agree with this analyst from Bear Stearns for the long term. Earnings are tomorrow and we will see what they have to say and make our decision from there.
- TM may hit our entry price yet. We will be patient for a few more days and then consider raising if we need to.
- The whole pharma industry got a psychological lift off of Merck's results. This should bode well for this position over the next few weeks.
- Eventually the buying will return to financial stock picks. It is very popular for everyone to say stay away from them right now. This is just follow the herd mentality and not the long term approach we take. Be patient, this stock will be back.
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- Order to average down on LEH filled.
- There is major downward pressure on financials right now. There certainly could be more downside in LEH, however, long term when it comes back we have picked up some major deals at this level.
- TM is trading back down where we purchased it last time. It has been going down for weeks, and now the earthquake has given it more downward pressure. Nothing has changed fundamentally for this stock so it is a great opportunity to pick up one of our favorite companies at a major discount.
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- Dow at 14,000!
- Please note we lowered the entry price for the LEH average down. Good potential for a better price if the irrational selling continues.
- Ok, now have a good weekend!
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- Dow was down over 100 most of the day before the buyers came back late and recovered more than half. Bulls still sticking around, for now. The same logic applies when we were saying that the market would come back during the last correction, and it did (of course). The logic being reversed now. Eventualy the bulls will take a rest and the bears will drive the market down. We still believe with high energy prices, sub-prime and housing, inflation, and the deficit that it will eventually change. Of course energy could correct and extend the bulls even more. The truth, no one knows. I do know one thing, eventually there will be a correction again and eventually the bears will get their turn again.
- Not worried about one quarter for PFE. Still excited about this stock over the next 18 months. For now, enjoy the dividend.
- We are still extremely excited about the NYX prospects. Just watch when the Euro synergies start to play out. Whoa.
- Some analysts downgraded some of the brokers and combine that with the continued rumors that Lehman has more subprime exposure than currently released is weighing on stock. We do not believe either. Global economic expansion is a huge play for Lehman. Much like GS, LEH is a global financial giant. Eventually the stock will continue up. Just in case we get lucky enough to average down, we are going to put a really low buy in to average down.
- Will release another buy next week. Have a good weekend.
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- Earnings are heating up. On the surface it looks like INTC did well, but reading shows they did not do well at all once you back out the tax gain. Will be interesting to see how the INTC results impact the markets, specifically tech.
- PFE earnings report tomorrow before open.
- SAIA earnings report next Tuesday.
- AAPL next Wed. after close.
- NYX 8/2/2007 before open.
- We have some more picks ready in the screener, however we want to see if any of them become more of a bargains during or after earnings.
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