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Thursday, July 27, 2006

Brief Fast Money Recap

Approach segment:
Bullish
Oil Stocks/Refineries - Belief that oil will go to $100 a barrel
VLO
HES
XOM
STO
Natural Gas
CHK
Canadian oil sands
CNQ
USO
Tech rally in the fall
Bottom fishing in tech is risky
Tech stocks over owned
Tech can be tradable but they are not growth stocks
Next area of growth: Aerospace Defense

Next Segment: ETF Explosion (Exchange Traded Funds)
Bullish
GLD
USO
IYT
Brazil, Russia, Asia, and (maybe) South Korea ETFs
More "juicy" ETFs (ETFs with more volatility):
QID
SDS
Mexico ETF:
EWW

Stocks on Sale Segment:
Bullish
UNH
BA
TJX
AL
WAG

Bearish
SLE
AMZN
CSX (but bullish soon)
MMM

Mixed Reviews from the 4 analysts
MO
RAI
JNJ (Hold)
HES

FINAL TRADE - What the analysts are going to do tomorrow:
SMH
SWY
GLD
SLV
BA

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