Thursday, February 15, 2007
Sector Spotlight: Food & Beverage
Does it make me a glutton, eating my entire box of chocolates and then rifling through my wife's box for more? I don't think so. Chocolate tastes good. Besides, I understand eating large quantities of chocolate helps indigenous cacao workers. I am all about helping cacao workers, throughout the world.
After several big days, I expect the market will rest today and offer little excitement. I feel there are a few good trades out there, like NTGR and BWLD ahead of numbers. But, all in all, today will be a napper.
Food and Beverage stocks are doing well, with outsized gains in DA, DKAM, BUD, SFD, TAP, HSY and MSSR.
Additionally, I like the action in the banks. CS, NMR and KB look great. Also, I am thinking about taking a stab at IAAC down here. That stock has been ripped to shreds.
Finally, right now, my favorite market is the NIKKEI. Japan is rocking and I expect they will outperform in 2007. My favorite way to play Japan, is through risky call warrants on the NIKKEI 225-- NKI' or NKI-wt.
After several big days, I expect the market will rest today and offer little excitement. I feel there are a few good trades out there, like NTGR and BWLD ahead of numbers. But, all in all, today will be a napper.
Food and Beverage stocks are doing well, with outsized gains in DA, DKAM, BUD, SFD, TAP, HSY and MSSR.
Additionally, I like the action in the banks. CS, NMR and KB look great. Also, I am thinking about taking a stab at IAAC down here. That stock has been ripped to shreds.
Finally, right now, my favorite market is the NIKKEI. Japan is rocking and I expect they will outperform in 2007. My favorite way to play Japan, is through risky call warrants on the NIKKEI 225-- NKI' or NKI-wt.
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Fly: Any thoughts of perhaps adding something like FXY if your bullish on Japan. Its a new ETF listing as of yesterday which is a play on YEN without having to play with risky currency futures. Some day Japan will need to raise rates because of a strong economy and the Yen should then rise against the dollar. Opinion?
No way. Japan is keeping the Yen down. I don't want to get in front of that.
If you want currency diversification, fo with the FXE (euro).
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If you want currency diversification, fo with the FXE (euro).
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