• Private Equity/Bears/The pain is yet to come for PE
• Dell (Dell is trading at less than 4 times earnings)
• Black & Decker (Process of adjustment should maintain BDK stock price)
• Caterpillar (Process of adjustment should maintain CAT's stock price)
• Google (GOOG primed for the recession)
• Microsoft (MSFT stocks priced in for the recession)
• Coinstar (Is Coinstar A Countercyclical Play?)
• KBC Groep NV (Overexposure to eastern europe leads to selloff)
• Societe Generale (Overexposure to eastern european banks triggers global sell off)
• Cisco Systems (Great value in CSCO)
• Goldman Sachs Group (GS is still okay after 4Q loss)
• Goldman Sachs Group (4Q Loss for GS)
• General Motors (General Motors (GM)/Bears/GM Bankruptcy Possible - Various banks on the street)
• 2008 Financial Crisis/Bears/Bad news from almost every sector
• 2008 Financial Crisis/Bulls/Smart money is buying
• Las Vegas Sands (Casino's teetering with economy going down the drains)
• MGM MIRAGE (Casino's teetering with economy going down the drains)
• Darden Restaurants (Stock down and consumer spending is under pressure)
• Target (Deterioration In Credit Card Portfolio Hits Target’s Bottom Line)
• Chipotle Mexican Grill (The hot momentum stock has cracked)
• Merrill Lynch (MER)/Bank of America (Merrill Sells $31 Billion In Mortgage Securities For 22 Cents On The Dollar)
• Garmin (Hottest performers for Fiscal 2007)
• Pfizer (Dividend may become a casualty of patent expirations)
• Lehman Brothers (Lehman Bros Releases Second Qrt Results)
• Mastercard (Stock too hot, valuation too stretched)
• Fannie Mae (Too much debt)
• Walt Disney Company (Weaker dollar increases number of foreign visitors to Disneyland)
• Toyota Motor (High profit level in conjunction with growth)
• Freeport-McMoRan Copper & Gold
• Freeport-McMoRan Copper & Gold (Good long term shape)
• Freeport-McMoRan Copper & Gold (Expensive valuation and short term pressure.)
• Best Buy (Valuetrap?)
• Borders Group (Bulls)
• Thornburg Mortgage (Bears)

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