Monday, December 04, 2006

12/4/06 RECAP

12/4/06 RECAP



FRONT PAGE: Old Man Rally, Innovation, Dollar Weakness


GUY ADAMI: THE NEGOTIATOR "In '07 you might see consolidation in the rails"


Wabtec Corporation (Public, NYSE:WAB) (BUY)


ERIC BOLLING: THE ADMIRAL


Chevron Corporation (Public, NYSE:CVX) (BUY)


Corn Products International, Inc. (Public, NYSE:CPO) (BUY)


Merck & Co., Inc. (Public, NYSE:MRK) (BUY)


Halliburton Company (Public, NYSE:HAL) (BUY)


Schlumberger Limited (Public, NYSE:SLB) (BUY)


Baker Hughes Incorporated (Public, NYSE:BHI) (BUY)


Cameco Corporation (USA) (Public, NYSE:CCJ) (BUY)


TIM STRAZZINI: THE RISK DOCTOR "You want to find things that aren't being talked about"


Pfizer Inc. (Public, NYSE:PFE) (BUY)


E.I. du Pont de Nemours & Company (Public, NYSE:DD) (BUY)


JEFF MACKE: THE LONE WOLF "You can't bet against the old man Rally"


SAP AG (ADR) (Public, NYSE:SAP) (BUY)


Oracle Corporation (Public, NASDAQ:ORCL) (BUY)



WORD ON THE STREET: SEASONAL TRADES


ERIC BOLLING: THE ADMIRAL


Diamonds Trust, Series 1 (ETF) (Public, AMEX:DIA) "Buy just before the end of the year"


CurrencyShares Canadian Dollar (Public, NYSE:FXC) "Sell short 12/6, cover 12/18"


iShares Silver Trust (ETF) (Public, AMEX:SLV) "Buy 12/9, Sell 1/26/07"


Retail HOLDRS (Public, AMEX:RTH) (BUY)


TIM STRAZZINI: THE RISK DOCTOR


iShares FTSE/Xinhua China 25 Index (ETF) (Public, NYSE:FXI) "Buy just before the end of the year"


JEFF MACKE: THE LONE WOLF


Nordstrom, Inc. (Public, NYSE:JWN) (BUY)


Saks Incorporated (Public, NYSE:SKS) (BUY)



HOT TRADES


GUY ADAMI: THE NEGOTIATOR


Apple Computer, Inc. (Public, NASDAQ:AAPL) "FAST MONEY"


ERIC BOLLING: THE ADMIRAL


Google Inc. (Public, NASDAQ:GOOG) "SLOW MONEY"


TIM STRAZZINI: THE RISK DOCTOR


Bank of America Corporation (Public, NYSE:BAC) "FAST MONEY"


JEFF MACKE: THE LONE WOLF


Limited Brands, Inc. (Public, NYSE:LTD) "FAST MONEY"



FAST FIRE


GUY ADAMI: THE NEGOTIATOR


Caterpillar Inc. (Public, NYSE:CAT) "Stop out under $59"


ERIC BOLLING: THE ADMIRAL


Alon USA Energy, Inc. (Public, NYSE:ALJ) (BUY)


TIM STRAZZINI: THE RISK DOCTOR


Harley-Davidson, Inc. (Public, NYSE:HOG) (SELL)


JEFF MACKE: THE LONE WOLF


IMAX Corporation (USA) (Public, NASDAQ:IMAX) (SELL)



MONEY MAIL


ERIC BOLLING: THE ADMIRAL


General Motors Corporation (Public, NYSE:GM) "Look at March $7.50 Puts if Jan '07 is too early"


TIM STRAZZINI: THE RISK DOCTOR


iShares MSCI Emerging Markets Indx (ETF) (Public, AMEX:EEM) (BUY)


iShares FTSE/Xinhua China 25 Index (ETF) (Public, NYSE:FXI) (BUY)


JEFF MACKE: THE LONE WOLF


Sirius Satellite Radio Inc. (Public, NASDAQ:SIRI) "SLOW MONEY"



FINAL TRADE


GUY ADAMI: THE NEGOTIATOR


Johnson & Johnson (Public, NYSE:JNJ) (BUY)


ERIC BOLLING: THE ADMIRAL


Corn Products International, Inc. (Public, NYSE:CPO) (BUY)


TIM STRAZZINI: THE RISK DOCTOR


Celanese Corporation (Public, NYSE:CE) (BUY)


JEFF MACKE: THE LONE WOLF


Walgreen Company (Public, NYSE:WAG) (BUY)