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. Oil has not bottomed yet.
One of the ATF - "leave morality behind" stocks - Jack Dabiels , Southern Comfort & Finlandia vodka producer also has a line of wines (trend is away from beer)
74.31
+29.44%
08/30/06
show was a re-run of the "Leave Morality Behind" episode - favorate "sin" stocks - see previoius comments above
75.66
+31.79%
04/29/08
like it but prefer Diageo (DEO)
68.70
+19.67%
06/06/08
(Dow down 395) - the selloff today provides a buying opportunity in stocks that reported big numbers beats recently - had a fantastic earnings report - is growing overseas (50% of sales) in the high single digits - weak dollar helps - would have been a lot higher today but for the market weakness
77.25
+34.56%
06/18/08
think weakness is an oppty to buy - co is taking share from competitors - 50% of sales is now international where there is higher growth - 3 analysts have wrongly put sells on the stock - CEO interviewed: the US market has been challenging recently but the analysts are missing our international story where the upside is very large - will continue to make brand acquisitions - Cramer says to pull the trigger - the stock goes higher
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