Companies in the news today...
Caterpillar (NYSE:CAT) - This is going to... look, Westport (NASDAQ:WPRT), this is natural gas engines, off-road vehicles, very interesting here, ever since Cummins (NYSE:CMI) decided to not have such a great partnership with Westport, it's been down, this is very positive for Westport
United Rentals (NYSE:URI) - look, if you can get construction going in this country, you have another leg, obviously by the employment numbers people haven't bought this, i like the stock here
Lululemon (NASDAQ:LULU) - wow you know, this is a bold call by USB saying buy it ahead (of earnings) but cotton costs have come down dramatically, its worth thinking about
Kellogg (NYSE:K) - Kelloggs is Europe, Melissa mentioned earlier the fact that a lot of these consumer package stocks have big exposure to Europe, Kelloggs is gigantic there
Chico's FAS (NYSE:CHS) - domestic security, I think this stock can make a stand here
Netflix (NASDAQ:NFLX) - wow, this is horrible for Akamai (NASDAQ:AKAM), of course everyone immediately reiterates Akamai, it's horrible for LVLT, you can't... this is a huge traffic generator for a company like Akamai, be careful out there
Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.