- Automobile makers do well in low interest environment, F is better than GM right now
- DA is a buy
- Oil at $71.20, own energy though XLE, oil on the way to $80 may be higher
- OIH provides exposure to oil services sector
- Big pharma crushing biotechs lately, BMY better than AMGN
- Trades on "Transformers" movie: DIS
- Don't short in a quite market and before holidays
- Security plays: DRS, LLL, FRPT, ATK
- Lighten upon BIDU and RIMM
- Final trade: DIS, HLT, FCX, CVX
Wednesday, July 4, 2007
Fast Money Recap July 3
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