Monday, October 20, 2008

Selective After-market Monday/Pre & Post-Market Tuesday...

These are not necessarily positions to enter as much as tell signs for certain sectors. I only like AAPL (see note) because its predictable. This time of the year is still following history for the most part. coals pick up this time of the year - winter is a couple months away.

AXP: they never seem to beat.
NFLX: solid offerings. but options are all over the place, i dont play that.
TXN: semi. toss up.

AKS: steel.
MMM & DD: industrial. i have no experience in this sector.
CAT: slowing eco not good
COH: retail. pricey bags. but they do cater to the those with more $
FCX: metals/comods. toss up short term.
LXK: they should be a little worried. i would lean bearish.
OXPS: just ok volume. bearish
PFE, SGP: pharmaceutical giant. i got no clue whats up in this sector.
PUK: retirement plans & insurance. toss up
SY: software infrastructure/IT for enterprise & mobile. bearish
UAUA: gas down good. economy spending stinks. toss up.
USB: glad they are still in business. but i would NOT touch banks
YHOO: i got no clue here. is google helping them or not?

*AAPL: tech/retail. Apple is the lowest risk in terms of predictability. the iPhone numbers will be awesome but its all about guidance. i am set to buy a call on Wednesday morning and hope for a gap up. and will might buy a put prior to earnings... if AAPL surprises with an aggressive guidance i will be shocked, altho they did it last year prior to holiday quarter. Either way, this is the same story at Apples every earnings conference. Then again... i might just avoid the whole thing and stick with Microsoft/Sony/hotel puts.
BRCM: toss up
EW: health medical equipment.
ETFC: investment/broker.
VMW: so beat up... wish i paid attention. it was a strong sell. i missed it.


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