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

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

Nightly_business_report

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)
de.li.cious add to de.li.cious | digg digg this! | technorati add to technorati | email email this post

bn-image

TrackBack

TrackBack URL for this entry:
https://www.typepad.com/services/trackback/6a00d8341c52a953ef00d8350fc8ff69e2

Listed below are links to weblogs that reference Media Appearance: Nightly Business Report (1/17/07):

» 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

Comments

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.

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

Bearish
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

The comments to this entry are closed.



Recent Posts

December 2008
Sun Mon Tue Wed Thu Fri Sat
  1 2 3 4 5 6
7 8 9 10 11 12 13
14 15 16 17 18 19 20
21 22 23 24 25 26 27
28 29 30 31      

Archives

Complete Archives List

Blogroll

Blogroll

Category Cloud

On the Nightstand

On the Nightstand

 Subscribe in a reader

Get The Big Picture!
Enter your email address:


Read our privacy policy

Essays & Effluvia

The Apprenticed Investor

Apprenticed Investor

About Me

About Me
email me

Favorite Posts

Tools and Feeds

AddThis Social Bookmark Button

Add to Google Reader or Homepage

Subscribe to The Big Picture

Powered by FeedBurner

Add to Technorati Favorites

FeedBurner


My Wishlist

Worth Perusing

Worth Perusing

mp3s Spinning

MP3s Spinning

My Photo

Disclaimer

Disclaimer

Odds & Ends

Site by Moxie Design Studios™

FeedBurner