Joshua Byrini's Market View
Byrini's obeservations should not be considered recommendations, advice or suggestions to buy, sell or hold securities, commodities, commodity contracts, options, futures, warrants, insurance contracts, real estate, gemstones, art work or derivatives, as he is neither a registered securities, commodities or real estate broker, diamond merchant, art dealer, or investment advisor. These observations are for informational purposes only. In other words, you are on your own chief.Wednesday, November 30, 2005
A Wise Man Once Said... We're Watching.
Within our portfolio now we have stocks like CIT Group [CIT], Bank of New York [BK] and Marathon Oil [MRO] that could definitely be consolidation candidates.
On the capital-spending front, we think the sweet spot is aerospace, automation, oil services and spending for the electric grid. The companies we favor in those sectors are Honeywell [HON], Textron [TXT], Cooper Industries [CBE], Halliburton [HAL] and Weatherford International [WFT].
posted by BoxedMerlot # 11:32 PM 
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