Seeking Alpha
  • Chines33
    Long SBUX PRU DD APA ESV EMC..will continue to look to buy consumer names here as commodities fall..UPS DECK AXP MAR YUM EAT V PG on radar.
    12/11/11
    Reply (11)
    • Chines33: Others I like regardless I am eying QCOM FLR JCI CELG SLB WY SWN OKE PAA ABT CMI
      12/11/11
    • Chines33: AVAV looks interesting to me as well.
      12/11/11
    • cheme: McCullough short any commodities while he's long stocks?
      12/11/11
    • Chines33: Not that I know of...maybe. I am bullish oil but not really any other commodity at this moment.
      12/11/11
    • cheme: Yes, I see some dollar strength here even while the indices move up. Changed my view on prec mtls...will pick up some for the long haul.
      12/11/11
    • Chines33: I don't particular like Mcculloughs investing strategy but he is very good on information and market directions.
      12/11/11
    • Youngone91: you're not going to have dollar strength and indices moving up. However, barring liquidation events strong companies/multinationals
      12/11/11
    • Youngone91: could rally as many have been priced for a worst case scenario
      12/11/11
    • Chines33: I think for reasons you just said dollar could stay firm while indices rally..USD was basically unchanged during Fridays ramp up.
      12/11/11
    • Youngone91: ok I can see the dollar staying in a tight range from 75-79 but i think breaking above 80-81 would be deflationary
      12/11/11
    • cheme: What is McCullough's strategy? Credit HY? Distressed?
      12/12/11