Stock Picks for September 25, 2007
  1. Target lowering sales projections is a symptom of slowing discount retail.
  2. NRG submitting the first license application for a nuclear power plant in 30 years sure is commentary on energy issues.
  3. 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.
  4. 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.
  5. NationStar stopped accepting all wholesale loan applications.  NationStar is the subprime unit of Fortress.  Just continued weakness in housing.
  6. 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.
  7. 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.
 
 

All Content © thelimitorder.com -- Stock Picks. All rights reserved.