Rafael Grillo

Four Stocks I'm Watching This Week

Interesting comments. It is surprising the see ERTS at this price level. However, I gave up on ERTS long time ago. It seems that creativity has abandoned that company, and they haven;t had a significant blockbuster since Battelfield 2. The re-hashing of old titles that gamers are not ineteresting in anymore is a losing strategy. ERTS lost its nimbleness and with it, its growth stock status. I much prefer ATVI at this pint.

GE is a comatose behemoth that has lost its north. The stock has been bleeding value since Immelt took the helm. The current crisis has only exacerbated the decline. GE needs a new, more focused CEO to recover its mojo. A breakup should be in their strategy, spinning off their financial arm.

WFC: It will lead the return of the Financials. Accumulation at this point is a smart strategy.