Seeking Alpha
  • Chines33
    MAR CEO retires shares surge 2% pre market..I am long (US consumer)
    12/14/11
    Reply (12)
    • Chines33: Ya SBUX YUM MCD taking out 52 week highs...long SBUX
      12/14/11
    • Chines33: Even if the consumer stays flat or slightly lower most of them have had 25-20% cheaper raw costs..much more important.
      12/14/11
    • Chines33: US consumer strong and getting stronger with dollar move.
      12/14/11
    • Chines33: I like some oil names not buying oil itself...Oil stocks are trading as if oil were at 75.But all other costs are down nicely.
      12/14/11
    • Chines33: Not bearish oil...I think it stays elevated and outperforms all other commodities so I am bullish oil against all other commodities.
      12/14/11
    • Chines33: My main point is I am bullish oil stocks that atre trading like it's at 75
      12/14/11
    • Chines33: Consumer strong like bull.
      12/14/11
    • Chines33: IMO
      12/14/11
    • Tom Guttenberger: Problem with oil stocks is big proven reserves are being drained, and each barrell is getting more costly. Long commodity & short majors
      12/14/11
    • Tom Guttenberger: should be a great trade for years. MCD & YUM both cheap food, a staple, should be good. SBUX - yuppie brand machine, they kill me.
      12/14/11
    • cheme: Pokalolo, you trade quickly so DTO might be the way to go...much better volume than SZO.
      12/14/11
    • Tom Guttenberger: I mean, oil up and every renewable down. At some point there will be a price that makes these projects "economical" again. Matter of time.
      12/14/11