Thursday, October 28, 2010

Stock Meeting 10-28-2010

Stock Meeting 10-28-2010

WES. Added to the Buy list, BT $27

WES: below average risk profile in natty gas. Fixed fee contracts. Would buy $27 and below.

Consumer stocks
Inflation is hidden in new packaging, lighter contents
Will look at ETF's as an alternative to individual equities

Novozymes have had a good run over the last couple of weeks
ITRI bought for MB & Ellen
Highwater has bought Canon
Chris has been buying Accretive Health

Brazilian investment foreign tax still some uncertainty

Next week:
Fed action
TIPS
discuss buy and watch lists, clean them up, add and remove tickers
Consumer ETF

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