Stock Picks for October 18, 2007
  1. Wow.  Where do I start.  How about with oil?  $89 per barrel high today.  Not good.  Not good.  How is the general market missing what this could do to the economy?  We only hope this is temporary.  The fair price for oil is around $55 to $65 by our calculations.  The falling dollar is not helping btw.
  2. The good news?  Our portfolio is doing well compared to the general market.  This is exactly how we structured it.
  3. ETFC and a host of other stocks missed earnings.  The bad part is they missed earnings guidance they had recently gave lower.  In Etrade's case, it was moving to a quarterly loss.
  4. Here are some earnings rundowns for our portfolio
    1. CTSH stock picks -- Early November
    2. Google stock picks  -- tomorrow, after close
    3. Mylan Labs stock picks -- Early November, probably 11/7/2007
    4. Toyota stock picks -- Early November, probably 11/7/2007
    5. Ensco stock picks -- 10/25/2007, before open
    6. NYX stock picks -- 11/2/2007, before open
    7. Pfizer stock picks -- tomorrow, before open
    8. Apple stock picks -- 10/22/2007, after close
  5. Tomorrow is a big day for the portfolio of stock picks from two points of view.  First, Pfizer and Google are reporting.  Second, Google is reporting and it can lead the market one way or the other.  Stay tuned!
 
 

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