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Valero Energy Corporation Message Board

  • ah673000 ah673000 Mar 28, 2013 12:32 PM Flag

    OT: Q2 is setting up today.

    Q1 - some stocks are at 52 week highs . Those will be window dressing for the MF mangers . You can see the paint brush at work today.

    Q2- the MF managers will need some new horses or just kick back ( sell in May type) . I do not think the sell on May stuff this year.... No place to park the funds .

    My picks for next Q are ATI , XOM, VLO ( to 52- then exit)

    Now , on my watch list are GE, AAPL ( sub 400) , hFC ( if it drops into the 40s)

    Speculative plays continue to be Pxlw, tqnt, fn .

    Midav has me in F ..... I expect it to track Europe .... Europe up, F up and Vice versa .

    This is a very dangerous place to be betting long with no exit plans in my way of looking at the market. What happened in Cyprus is real .... Once we cross hard lines , you never can go back .

    It has been a great Q1..... Q2 will be a tougher track in my book. Need to get our portfolios lined up .... 4X4 stocks will win ( real assets, real profits, real cash in the bank, real customers) .


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