Just One Man's Opinion - 20 August 2005

by JMac

SECTORS BETS - Best of breed

Tech - INTEL, MOTOROLA, MICROSOFT, QUALCOMM, APPLE

Telecommunications - SPRINT/NEXTEL, CORNING

Healthcare - GENENTECH, UNITED HEALTH

Retail - HOME DEPOT, WALGREENS

Entertainment - COMCAST A, HARRAH'S, (sell SONY)

Defense - BOEING, HONEYWELL, GEN.DYNAMICS

Food & Beverage - GEN. MILLS, SYSCO FOODS, PEPSI, ANHUESER BUSCH, STARBUCKS

Energy - BURLINGTON RESOURCES, CONOCO PHILLIPS, ARCH COAL, PEABODY, EXXON/MOBIL

Banks - BANK OF AMERICA, NATIONAL CITY

Industrials - GE

Steel & Materials - NO BETS (sell PHELPS-DODGE)

Autos - NO BETS

Airlines - NO BETS

Foreign Stocks - DODGE & COX INTERNATIONAL (mutual fund)

Consumer Staples - ALTRIA (could go to $80), P & G, J & J

Utilities - DUKE ENERGY, FPL, PUBLIC SERVICE OF NEW MEXICO, HAWAII ELECTRIC

Banks, housing and small caps will be hurt by rising interest rate enviorment. Retailers, restuarants and theme parks will be hurt by high gasoline prices.

Will screen stocks for food - make requests as comments at tandapundit.blogspot.com

Just One Man's Opinion - 18 August 2005

by JMac

A MEGA DEAL? There is a rumor going around that BANK OF AMERICA' S investment arm may buy FIDELITY. This would be a gigantic deal. FIDELITY is the largest investment company in the world with over one trillion dollars under management.

WENDY'S - Last week nine insiders sold 1.27 million shares.

Electric utilities are hard pressed to keep up with demand this summer and with oil and natural gas at all time highs they are using more coal than ever. Best of breed - ARCH COAL and PEABODY INTERNATIONAL.

Just One Man's Opinion - 09 August 2005

by JMac

UNOCAL - What's up here? The board approved Chevron's cash offer of $63 per share and the shareholders vote on Wednseday, but today it closed at $65.66 per share. Why would anyone buy at that price when they are going to get only $63 for their shares?

An analyst at Langer Co. projects Trump Entertainment will not make a profit until 2006 or 2007 and recommends short sell. Want to make money off Donald Trump? .... Marry him.

Fed raises rates tomorrow and at least two more times and housing and bank stocks will fall.

Caterpillar insiders are selling.