Stock Picks for September 20, 2007
  1. 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.
  2. 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.
  3. 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.
  4. 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.
  5. 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.
  6. 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.
  7. 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.