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Wednesday, April 24, 2024

Tuesday Musings

CY – looks like today’s the day!

IMAX – finally overcoming the sellers.

SU – I missed this one in my oil picks, goes up and down directly with price of oil

TIVO – people are warming to their new plan. Apparently the Financial Times read my column yesterday and published an almost identical one today!

If you didn’t yesterday, take those housing profits off the table today, rates may go up greater than expected.

I don’t think TWX is actually going to sell AOL. Maybe a partnership with MSFT or GOOG, that might be a win/win if MSFT but GOOG is already a defacto partner so they can only lose. I would think Microsoft wants it more and they are much richer (have you ever won an auction against someone who wants it more than you and is much richer?).

BA will be the clear winner as US airports will not put up with the Airbus 380 on many levels.

Canada Bird Flu scare = BCRX back in play.

If SBUX blows through its high of $32.13 then Buybuybuy (but I told you so on Sunday)

There is a line around the block at NY ToysRUs for the Xbox.

WFMI is looking like its overbought again! I would love for it to fail to test its $152.67 high so I will be watching it closely. It may be out of gas right here though.

XTO is another oil play I like.

There is a rumor that Intel/Micron are already in bed with Apple, this will really rock MU stock if true because it’s all about the future.

I think this is going to be one of those days where the market gains strength all day. I know I’m the only one saying this but I feels it in my bones!

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