production
A quick review of our AAS market analysis indicates that the Large Cap holdings are leading the market of late with Large Cap Value being the style of choice. However, interestingly we see Small Cap Growth again begin to emerge as a Style leader after having slowed down over the past several months. This supports the shift taking place in our market model mentioned above.
Currently we are rating six of the ten S&P Sectors as AAS Buy’s led by Energy Select Sector SPDR (XLE), iShares S&P Global Telecom (IXP), Industrial SPDR (XLI), Technology SPDR (XLK), Materials SPDR (XLB) and Health Care SPDR (XLV).
Alpha Generating Equities to look at from within these sectors include:
Telecommunications: Cincinnati Bell Inc. (CBB), Embarq Corp (EQ), Verizon (VZ), Qwest Communication International (Q) and Sprint Nextel (S).
“lensing”: filming (example: “Husband-wife directing team Jennifer Flackett and Mark Levin are set to begin lensing in late July in Australia from their adapted screenplay.”
“Prexy”: President (example:”Grass, who joins the studio in October, will be prexy of production for Universal Pictures Intl. Move comes as U ramps up its worldwide acquisitions and local-language productions in a bid for the growing overseas market.”)
Just take a look at the foreward for the site’s “Slanguage” dictionary (GRRRR!) to get an idea of how much of a clique these guys are trying to force themselves to be.
Free Sports Pick of the Day
Well folks we have been throwing out hints for quite awhile, but the time has come! Wolfman Sports has asked StonecoldJZ to bring my astonishing ability to provide picks fully over tois my last day and tomorrow please go to Wolfman Sports for StonecoldJZ’s Lead Pipe Locks!!!
Sports Pick of the Day
It seems that Derek Jeter is getting pissed off because of the lack of moves thus far during the offseason for the Yankees. What’s the matter Derek, Steinnuts spends his ass of every year, maybe a payroll of 300 million would suit your fancy. The fact is, your reign is over. Face it, what made your team great in the late 90’s was lack of ego’s on the team. You were a pup back then and got a lot of the credit. You’re starting to become a “has been”. Why don’t you tell the brass to stop going after the high dollar free agents and stick to the way you built your team in the 90’s, by way of the farm system!!! Get a life!!
http://www.golfnuggets.com/associations/golf-association-denmark.html
http://www.golfnuggets.com/associations/golf-association-ecuador.html
http://www.golfnuggets.com/associations/golf-association-cyprus.html
I can understand why and how an industry publication that’s not meant to be viewed by the general public would adopt certain jargon. And the fact is Variety is an industry publication, despite the fact that its website has thrown it more into the public eye. Nevertheless, the opening paragraph in the “Slanguage Dictionary” (RAAAAR!) shows just how much the magazine tried to shoehorn itself to be an “in the know” exclusive trade publication that normal people just won’t “get”. Most industry jargon develops naturally, be it through the need for brevity or some other reason. But to adopt such arrogant language simply because you want your magazine to be an insider-only publication. . . to alienate the general public just because you can . . . that’s just stupid.
Energy: W-H Energy Services Inc (WHQ), Hornbeck Offshore Services Inc. (HOS), Peabody Energy Corp (BTU), Bristow Group Inc (BRS), Ashland Coal Inc (ACI).
Basic Materials: OM Group Inc (OMG), Chaporral Steel (CHAP), Reliance Steel and Aluminum Co (RS), Lyondell Chemical Co (LYO) and Alcoa Aluminum (AA).
Industrials: Barnes Group Inc (B), Armor Holdings (AH), Woodward Governor Co (WGOV), Edo Corporation (EDO) and KBR INC (KBR).
Health Care: Cryolife Inc (CRY), Chemed Corp (CHE), Bausch & Lomb Inc (BOL), Schering Plough Corp (SGP) and PDL Biopharma Inc (PDLI).
Technology: Novatel Wireless Inc (NVTL), Phoenix Technologies Ltd (PTEC), Acxiom Corp (ACXM), Maximus Inc (MMS) and Commscope Inc (CTV).
Current ProFund mutual funds that match up with these sectors would include: ProFund Ultra Sector Oil & Gas (ENPIX), ProFund Ultra Sector Telecom (TCPIX), ProFund Ultra Sector Basic Materials (BMPIX), ProFund Ultra Sector Industrials (IDPIX) and ProFund Ultra Sector Pharmaceuticals (PHPIX).