BA - Boeing - many people who liked this analyst meeting,I liked it too, EADS reported a decent number but Boeing was better
CRM - salesforce.com - this is a dice roll, OK, there's a lot of people betting against this, this is a battleground stock, I favor it longer term
MO - Altria - there are a lot of people who thought we're about to have a tobacco war, they're taking that off the table, no Marlborough Friday coming up
HLF - Herbalife - talk about battleground, this is the Irish Zone conference, the stock's coming back, people say will Einhorn lower the boom a la Green Mountain Coffee, I don't know the answer
V - Visa - this is one of the best stocks of the year, and every time it goes down a couple of smackers someone reiterates
CLR - Continental Resources - Alaska? Sorry you're now #3, North Dakota is now the #2 oil producer in this country, Hal Hamm has said that North Dakota Bakken is as big as if not bigger than Prudhoe Bay, that's the way to play it, I don't like oil right here though
Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.