ST still Iooks good. Chris sent a piece around.
Graph - tech resistance spot at 68.1. More and more indications it's toppy. $ printing starts tomorrow. Bubble building, no choice but to play it, but play it carefully.
Grantham interview worth the half hour
Copasa not for every client. On the Watch List.
EOG -Chris working on it. Management first rate.
WIP and TIP to the Watch List
SI as a potential replacement for GE and/or Phillips. Expect margins to improve, 87 B backlog.
CSCO-F11 1.65 to 1.63. Cheap but not sure the reset can happen as quickly as they say it will.
Ag Sector: JCWIX is the John Hancock agribiz fund, but not available via Fideltiy's platform. Cou,d do a small pot of securities. Includes Yara, potash, Deere, Syngenta, Wilmar International, The Mosaic Co, CF Industries, Monsasanto, Bunge Ltd.
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