Media Appearance: Kudlow & Company (7/17/07)

Tuesday, July 17, 2007 | 03:55 PM
in Media


Its the regular 5 pm appearance on Kudlow tonite: And, we've gotten 2/3rds of the old band together -- Marketwatch's Herb Greenberg, John Rutledge, along with Dennis Kneale of Forbes. James Galbraith   and John Harwood will also be popping in.

The discussion will cover last week's breakout, the new market highs, terrorism and oil.

Also, last week, after the Thursday rally, we sent out to clients/subscribers a note where we (shocker!) said surprisingly nice things about the semiconductor space:

"The semiconductors are coming back to life here. Stocks in the group with a good technical patterns, rising institutional ownership, improving money flow, and/or high short interest include Altera (ALTR), Sandisk (SNDK), Infineon Tech (IFX), Applied Materials (AMAT), Intel (INTC) and Maxim Integrated (MXIM).

Our favorite market sectors continue to be agricultural chemicals and the seismic data group.  If Thursday's action holds, we will consider increasing our tech exposure, besides the aforementioned semi's, a recent stock that keeps popping up on our quantitative screens is Western Digital (WDC). 

What will cause the market to top? We still believe it will happen when speculation picks up and investor sentiment becomes even more bullish -- i.e., excessively so -- but until then expect normal trading volatility with an upward bias. Bond yields remain the wild card, and any move over 5.30 % could likely trigger a corrective wave"

To say the least, it should be interesting.

Tuesday, July 17, 2007 | 03:55 PM | Permalink | Comments (22) | TrackBack (0) add to | digg digg this! | technorati add to technorati | email email this post



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Good call Bary...I'm overweighted tech as well. I've been flamed before, but still feel tech capex will emerge (like in the telco space currently). Productivity has another up leg in front of us if I'm correct.

Posted by: Fred | Jul 17, 2007 4:08:07 PM

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