SEPTEMBER 05, 2008 - The Fed will not raise rates after today's employment report that showed unemployment rising to 6.1% - there will be a call for them to lower rates now. Would continue buying recommended banks and brokers. The July 15 lows of banking and consumer stocks will hold - commodity stocks will go lower but think natural gas has bottomed. It may be getting time to buy the semis (SOX) that hit a five year low today.
great mineral play - has 30% growth - could trade up another 15 points
35.70
0.00%
06/19/07
next day close
35.77
+0.20%
10/02/07
like it but prefer Caterpillar (CAT)
36.99
+3.61%
05/01/08
growing mining machinery maker's technological advances has given it an edge over the competition - see a new 5-10 year replacement cycle starting - has had a big run - wait for a pullback before adding to positions
62.10
+73.95%
06/05/08
think stock has just begun to move - trades at only 20x 2009 earnings vs 31% growth - 70% of sales is related to coal - 65% of sales are overseas where the growth is - has 20% growth in China - has a major technological edge over the competition - CEO interviewed: BUCY is a high tech co with computerized drive systems that can be operated remotely by laptop - has the fastest operating machines available - can pass on higher input costs to customers - Cramer says the stock could double
73.79
+106.69%
06/19/08
can't meet demand for coal mining equipment - will blow away the numbers
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