Wednesday, January 31, 2007

 

Bernanke is the Man

Everything is on fucking fire, post Bernanke/Bush.

After seeing Bush on the floor, I had a feeling something good would happen today.

Basically, if you are short-- you must cover.

I like the action in the Retailers, specifically LOW, HD and ANF.

Also, BA and its derivative plays LMIA, SPR and BEAV look great.

If you have an aerospace suggestion, leave a comment.

Comments:
HXL - aircraft parts. Good earns, some insider buying at recent highs, still a good ways below mania levels.
 
Bombardier, class B.
 
^ it's a double.
 
ticker?
 
BBD.B

Toronto
 
BBD.B

Not well liked stock.
Used to trade it for nickles and dimes. You are now forcing me to look at it again. Haven't traded it in months.
 
How about ATI. They signed a multi-yr multi-bn$ contract with BA couple of months ago to supply them with titaniums needed to make the jets. ATI is also a play for infrastructure upgrades in oil and chemical industry.
 
RTI is another
 
XOM reports tomorrow. I figure it would be a decent spec. short since good earnings are already built into the price and if they are too good and exceed expectations the price might go down with the rational that the Dems will nail them for making too much money. Any thoughts?
 
Rockwell Collins (COL).

I am already long this stock.
 
WU beat by 2 cents, reaffirmed guidance.
 
Look at a 3 year chart of BA and explain to me why you'd mess with riskier names when you can make that much coin in a blue chip.
 
Nevermind. That 3 year chart on ATI is kickin'...
 
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