Media Appearance: Nightly Business Report (1/17/07)

Wednesday, January 17, 2007 | 04:00 PM
in Media


This is a first: Tonite at 6:30, I am appearing on PBS' Nightly Business Report with Paul Kangas and Susie Gharib.

Tonites subject is the impact of slowing housing on the economy. For a refresher, see Real Estate and the Post-Crash Economy from earlier this year.

We will discuss sectors to avoid: Electronics Retailers, Durable Goods makers, Mortgage Underwriters, and the Sub-prime  mortgage lenders.

With new Mortgages and refis down -- and revolving credit use up -- the credit card companies have become much more attractive. Also well positoned are the big caps and exporters who can take advantage of the week dollar.

Streaming video (eventually) can be found here.

Wednesday, January 17, 2007 | 04:00 PM | Permalink | Comments (10) | TrackBack (1) add to | digg digg this! | technorati add to technorati | email email this post



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» Borrowing from The Big Picture
We recently looked at how Retail was doing. Given the noise yesterday from Home Depot (HD) and Sears Holdings (SHLD), warning about poor earnings and lowering guidance, let's revisit the subject on what the consumer is up to: The amount of cash people ... [Read More]

Tracked on Jul 11, 2007 11:46:07 AM


Watch PBS tonight - interviews are always short on there. Im in the same camp about housing - thinking the worst is still yet to come.

My thoughts on Boeing because I have thought about some long term puts out to 09. The stock is priced to perfection. The 787 Dreamliner is almost sure not to come on line on time with test flights this summer. The plane is too complictated and the parts are made all over the globe. The schedule is too tight and there have been some articles about a few problems.

About 3/4 of there future sales are non military.

1. Oil is a little cheaper for now.
2. Weak dollar.
3. DOD spending is out of control.
4. Foreign airlines growing.

1. Economic slowdown is probably going to happen ie. bad for air travel.
2. 787 is very complicated and getting a new plane out anywhere near on time is uncertain. Look at the A380 and the pounding Airbus took.
3. Lot of airlines bankrupt or near it and any slowdown is going to cream them - See 1
4. Terrorism with anything doing with oil supply or airplanes.

Posted by: gerald | Jan 17, 2007 7:14:01 PM

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