oldschool CxC

Monday, July 24, 2006

well, to take it in another direction, here are a few stock concepts cribbed from CNBC that I will probably never flesh out: (not in any of them)

Casino plays
LVS, Sands, opening in Macau
IGT, makes the slots, 70% of mkt, venetian 98 (huh?), casinos, tracks & barges
SGMS, lotto and OTBS (off track betting) machines

Cramers travel/leisure best of breed, baby boomer plays:
FS, Four seasons/ OEH, Orient express hotels?
BKS, Barnes and Nobles, singles pickup joints (?)
AXP, amex, mfers be payin fo em

Steakhouses with pricing power/high margins:
MRT Mortons
RUTH Ruth Chris

Vid card plays: (what yall runnin these days?)
NVDA, Nvidia
ATYT, ATI, damn i might have missed it: (7/23 AMD to buy ATI?)

wtf is going to happen to american carmakers?

oh yeah someone said Chinese and Singaporean stem cell research companies. (Input, doctor?)

1 Comments:

Blogger Sony said...

It just seems like everything's getting hammered. Seems like a good time to start shorting stuff (e.g., American automakers). Inflation, stagnating wages, uncertain oil supplies, incomptent leadership, war, etc. I can't imagine any sustained bump until 2008 presidential election.

12:20 PM  

Post a Comment

<< Home