Friday, September 25, 2009

Quick thoughts

Been a busy morning, many calls out there but must say I have no idea how the market is going to be today. Don't know what calls to choose for highlighting so I just give you a list:

* Airlines sector upgrade at UBS - not sure it is going to work in this market, also the stocks have already seen a nice rally after JP Morgan upgrade. Still, if it gets going 5+% moves are very possible
* TEX upgrade at Credit Suisse - CAT and PH were also upgraded but TEX is the best one out of these. Should move regardless of the market
* BC upgrade by RBC
* STEC upgrade by B. Riley
* GNK & DSX downgrades at Stephens

These might work but don't have enough conviction with any of these.

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