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January 2008



More Signs That Retailers Are Desparate

January 29, 2008 – Comments (5) | RELATED TICKERS: WMT , RTH

Just look at what Walmart is doing for Superblow Sunday. I am sticking with my Retailers Underperform call,,,



Refiners to Outperform

January 16, 2008 – Comments (2) | RELATED TICKERS: VLO , ANDV , SUN

Over the last week or so, pure refining stocks have been hit hard. Some might argue that these stocks have been oversold. I think these stocks were "undersold" (if there is such a word) over the past 3 months. Refining margins have been squeezed, due to higher oil prices and roughly stable gasoline prices (just under $3 in my neck of the woods for the last couple of months). However, stock prices of refiners did not go down with the margins. I really did not understand why (just read my October blog on this topic). Now it is finally sinking in that refining margins are crap, and the stocks are playing catch-up with reality. In the end they always do!  [more]



Oil Exploration to Outperform

January 03, 2008 – Comments (8)

Yesterday, oil finally passed the 'magical' $100 limit.  I think there is nothing magical about it. After all, 100 is just a number, one more than 99 and one under 101.  [more]

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