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Shifting to Defensive Stocks at 2006-03-22 12:06:55 Recently there seems to be a lot of rotation out of semiconductors, brokers, metals, and Brazil/India and into more defensive names. Roberto over at Nasdaq Trader likes to look at stocks that are positive (in the green) on days when the market is down. I have noticed a lot of the more defensive stocks pop up. Today there is relative strength in what
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Top in Commodities at 2006-03-22 12:06:55 Roger over at Random Roger's Big Picture has a nice article about a potential top in commodities and emerging market stocks. I personally tried to go long Southern Copper but was luckily stopped out. I still have significant exposure with Bema Gold (BGO), Tesoro Petroleu
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AT&T to Buy BellSouth at 2006-03-22 12:06:55 at&t (T), the stock formally known as SBC, is making a $67 billion bid for BellSouth (BLS). SBC recently closed its acquisition of AT&T and subsequently changed its name to at&t. I wouldn't be surprised if this deal gets shot down the government. But the then again, Baby Bells have been friendly wit
Goldcorp (GG) reported record quarterly earnings Sunday. Fiscal 2005 earnings increased 460% to $286 million ($0.91 Per Share). Q4 earnings were $102 million ($0.30 Per Share vs. $0.22 Estimate). Q4 revenues $268,300,000 vs 239,700,000 ( average estimate)<
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Banking on $150 at 2006-03-22 12:06:56 Both Lehman Brothers (LEH) and Goldman Sachs (GS) have been favorites of mine for over a year. I own some shares of Lehman. The question is who will get to $150 first. The next question is who will split their stock first. Goldman, Lehman, and Bear (
