- Dow down 145 points on housing and subprime fears
- XLU and XLE may be good bets here
- Unusual options activity in CSC
- Positive options activity in SYMC
- Companies expected to perform well from June SSS numbers are COST, TGT
- Avoid specialty retailers ANF and BEBE
- Buy SKS and COST on dips
- Final trade: GLD, COP, BIIB, ERTS
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