We know companies are going to tell us they have no visibility ? they don't know when it's going to get better. Everyone knows its bad so it's in the market. The big question mark is still going to be the economy. |
We like Devon Energy and Louis Dreyfus, ... Both good companies benefiting from natural gas pricing and from supply and demand issues. |
We think this market has separated a bit from the economic fundamentals. We've enjoyed a great goldilocks economy. This can't continue. |
We thought the TCC was a natural location |
We're going to be looking for further evidence that it is a tight (labor) market, ... Or there has been some release on that pressure, but I think today's numbers tell us we had better expect the worst. |
When there is some fear about accounting and growth and the economy, food stocks are a decent place to be, ... This company has been through a bit of a restructuring the last couple of years. Management is doing a great job. The company is improving and people are buying chocolate. So, what a great week to buy it. |