What do I know?
1. Oil is rising, almost $70 per barrel.
2. IPhone developer conference is next week.
3. The Palm Pre goes on sale on Saturday.
4. Bulk Dry Index is at an 8-month high and China’s stimulus plan is spurring demand.
5. Housing sales have risen.
With the above facts, how do I capitalize on this information?
1. I could buy oil or start looking at alternative energy plays. Think LDK, First Solar, Linn Energy, CHK.
2. Buy more AAPL. When? After the recent run up or wait for a pull back.
3. With the stock up over 300%, I don’t think this is a good entry point. However, Sprint might make sense.
4. Having been burned on DRYS recently, SB looks more attractive from an valuation perspective.
5. Home Depot or Lowes should work here.
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