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Caterpillar, Eaton, Parker Hannifin: Analyst’s Outlook Now

stockbox.tv — Tue, 20 Oct 2009 16:54:43 +0000

Gartman Foresees Housing Shortage

stockbox.tv — Fri, 03 Apr 2009 12:16:57 +0000

Gartman thinks that we’re building so few houses right now (400,000 new units in a year) that “we’re going to have a shortage of housing in the not too distance future and I want to own the things that go into building.”

Home Price Index Declines in Jan 09

stockbox.tv — Tue, 31 Mar 2009 14:43:39 +0000

The S&P Case Shiller home price index for January shows home prices dropping by the sharpest annual rate on record, says David Blitzer, S&P 500 Index Committee managing director/chairman.

Cramer – Disagrees with Buffet’s New Stake

stockbox.tv — Wed, 18 Feb 2009 06:03:00 +0000

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Cramer says don’t follow Buffett based on Buffet’s new holdings:
-Slashed its holdings in Johnson and Johnson [JNJ] to just 28.6 million shares as of December 31
-Smaller cuts in ConocoPhillips [COP], CarMax [KMX], US Bancorp [USB], Buffett wasn’t just selling in the fourth quarter. Berkshire increased these holdings:
-Increased holdings in NRG Energy [NRG], Ingersoll-Rand [IR], Eaton [ETN]
-New stake in 8.7 million shares of Nalco Holding [NLC]

Buffet appears to be moving money out of stocks that have done fairly well despite the market crash into industrials, probably as a result of Obama’s stimulus plan. I see merit.

Cramer – Pair Trade

stockbox.tv — Tue, 17 Feb 2009 18:02:05 +0000

Jim Cramer tells you how to make money off of Masco’s horrible quarter and Diageo’s rough guidance.