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.
based on the First Data (FDC) bid stock is worth 130-140/sh - is the best "plastic" play - would buy it right here - could be an enormous buyback - more margin improvement expected - growing overseas - will benefit from growth in mobile payment systems - expect more upside surprises
106.96
+117.62%
05/22/07
benefits from Supreme Ct decison restricting civil anti-trust suits - the dark shadow has been removed - American Express suit should be dismissed - a reason to buy - shorts now 17% - squeeze takes stock much higher - gaining share - room to grow internationally - analyst meeting May 31st - see upgrades coming - see another 30 points
138.73
+182.26%
05/30/07
goes to 170
147.13
+199.35%
06/14/07
bears are wrong - goes to 175
150.29
+205.78%
06/18/07
going to 200
164.62
+234.93%
07/10/07
could see 8 point pullback - wait to buy
158.35
+222.18%
07/24/07
let it come down a little - too expensive here
158.77
+223.03%
08/02/07
beat the numbers last qtr - but the analysts saw slowing growth - stock dropped - there is doubt out there - would sell
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