Just One Man's Opinion - 09 July 2005
by JMac
IF you think the U.S.economy is on the upswing screen these stocks :
Cendant, Starwoods, Harrah's (they also own Caesar's, The Flamingo and Treasure Island), Carnival Cruise Lines, Disney, Tiffanys, Nordstroms, Dardens Resturants, Nike, Fortune Brands (Titleist Golf), IGT, Coach, NY Times, and IF oil trends down to $55, Yellow Freight, Dupont, Dow Chemical and Eastman Chemical, Union Pacific and Burlington Northern RR's.
QUESTION OF THE WEEK : With litigation winding down, both here and in Europe, hordes of free flowing cash, NO, I say NO !!!, long term debt, I value Microsoft @ $34, or above, yet it is stuck in the mid 20's; WHY ? Steve WHY ?
p.s. I own a lot of Softee in my fund portfolios.
IF you think the U.S.economy is on the upswing screen these stocks :
Cendant, Starwoods, Harrah's (they also own Caesar's, The Flamingo and Treasure Island), Carnival Cruise Lines, Disney, Tiffanys, Nordstroms, Dardens Resturants, Nike, Fortune Brands (Titleist Golf), IGT, Coach, NY Times, and IF oil trends down to $55, Yellow Freight, Dupont, Dow Chemical and Eastman Chemical, Union Pacific and Burlington Northern RR's.
QUESTION OF THE WEEK : With litigation winding down, both here and in Europe, hordes of free flowing cash, NO, I say NO !!!, long term debt, I value Microsoft @ $34, or above, yet it is stuck in the mid 20's; WHY ? Steve WHY ?
p.s. I own a lot of Softee in my fund portfolios.
posted by TandaPundit at 12.7.05
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