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.
Swiss power engineering & automation tech co may be the single best pure play on infrastructure around the world - don't have to worry about Bernanke raising rates - end markets in a wild bull market - had better than expected qtr - Chinese business incredibly strong - has tons of cash - looking for acquisitions - either they buy something or will return cash to the stockholders - has doubled but is still uunderestimated by the Street
24.39
+211.49%
11/29/07
am a buyer
28.67
+266.16%
02/29/08
not worried that the CEO quit - great infrastructure play