Monday, May 28, 2007

Stocks I like now

I've been watching these stocks:

FWLT
BW
FCX
CELG - been watching them for a year and I see them accelerating faster
ICE - Been on the sidelines too long
CPO
WFR - been watching too long
CTV
PCR
NOV

I'm thinking about doubling down on the oil services and energy sector as well as the China growth play (raw material and infrastructure demand)

2 Comments:

Anonymous Anonymous said...

Interesting you picked ICE over CME Andrew. Could you post some comparisons and reasoning for your choice? I am sure it would be very insightful as most of your other analyses. Thanks!

11:27 PM  
Anonymous Anonymous said...

Seeing CELG on your radar, what are your thoughts on PDLI ? Thanks!

11:21 AM  

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