- INTC might crush the numbers
- International exposure for UTX and KO having currency benefit
- ASML ready to go higher
- MCD international play 12% growth in Europe
- MAT bodes well for HAS
- CCJ and USU pulling back, wait for a better buy point
- Lumber names are good: WY, PCL, RYN
- Follow the smart money: Bill Ackman, Nelson Peltz
- Refining capacity coming back online and summer driving season almost half over, margins have dropped from $37 a barrel to $15 a barrel, get out of refiners and into integrated oil first COP, then CVX and XOM
- Trading India: IBN
- Final trade: INTC, UTX, SKX, VIP
Monday, July 16, 2007
Fast Money Recap July 16
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