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.
Monday, August 27, 2007
Subscribe to:
Post Comments (Atom)
No comments:
Post a Comment