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June 2007

Recs

4

Refiners

June 28, 2007 – Comments (3) | RELATED TICKERS: SUN , TSO , VLO

I love the refiners: Valero, Sunoco, Tesoro. I currently own some VLO, and made a bundle on that stock in the first half of this year. However, I am not positive on the industry for the second half of the year.  [more]

Recs

5

Home Builders

June 26, 2007 – Comments (6)

If you go over my picks, it is obvious that I am no fan of the new home builders. I don't have anything against any of the individual companies (although I am happy now that I did not buy a house from Kara Homes, as I was seriously considering about two years ago). It is just that the housing market is down. That makes it difficult for any seller to succeed, especially the new home builders.  [more]

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