JULY 24, 2008 (Dow down 283) - After a day like this we want to find stocks that will benefit from falling gasoline prices, like Disney (DIS) and Tupperware (TUP). Natural gas prices will bottom at $8 mcf.
largest maker of semi equipment is remaking itself - think its solar business will revive co's growth - just received a $1.9B order for industrial solar equipment, it's largest by far - there will be continuing indications of interest from China & India that will send the stock higher - see a potential spinoff in 18 mos - co's large cash flow can finance growth & buybacks - expect more govt subsidies if the Dems win in Nov - the Street sees 15-60% growth - the stock has not priced in the solar transformation - see it up possibly 50% with little downside
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