Pages

Sunday, January 23

State of the Union Address may be positive for stocks

Since China is’nt going to increase its interest rates this weekend, there is still hope for a continued rally. With some analyst expecting the S&P going to 1350 before a correction, and GE good earnings, there is reason to believe that any dip should be bought.

BAC earnings showed slight improvements over the last quarter, credit cost remains substantially high, but it is expected to decrease over the course of the year. I am long BAC and expect it to remain at this level for a while before making its upward climb again.

Commodities might start its down trend after a wonderful rally that has sent most commodities stocks up by 50% to 100%.

Stocks that should outperform are retails and service sectors as the economy shows great signs of improvements.

I am long LVS, BAC for the next week. Neutral on CLF, FCX, X, MT.

 

Nice artichoke Pizza

033

This is a photo shot in Washington DC.

064

3 comments:

Marcelo said...

Hi, I would like to know why do you choose or preferr BAC intead C , to long
Thanks

Unknown said...

Because the uptrend of C is very slow...it tooks years to make money.

Marcelo said...

Thanks tolits , I bought BAC, but I start to think that the uptreand of C is
better and the potencial to recovery is higher. I hope not done a mistake.
Thanks again.

Post a Comment