Monday, August 27, 2007


With the news from letter X, I want to own more steel via RS. By my metrics I believe RS is the cheapest in the group, and I will continue to add to my position-- the industry is ripe for more consolidation.

What's going on with NTRI, I'm thinking of buying a little here. The stock is still incredibly cheap despite trading up 2 bucks.

I'm looking at picking up a few shares of AMZN. The stock was upgraded this morning-- had a nice spike, but pulled back.

JOYG has been on a run the last couple of days. The company reports Wednesday morning-- website.

Note: Financial insiders buying back massive amounts of stock.

Note II: Who would buy CROX clothing? Not me! A top may be near.

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