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MarketGeometry

11/01/08 6:44 PM

#4112 RE: langlui #4108


I would focus on BZ and Auto sector then because sector is recovering -example SAH explosion last week ...so DAN and NOBL would be good choce to focus(But per yahoo, ESTimated EPS are not suppose to be good(2/3 cents loss) but i think they are priced in , also Auto parts business is not gonna go bankrupt, way undervalued right now)

PRS technically looks very good but could be risky based on earnings(industry expect postive earnings). They have negative book value.. CDS (credit Default Swap)business is risky sector and i dont understand very well. If they have positive earning this could reverse very quickly. Its speculative play.

GNW relative safe long term investment and earning is next week. CVI will continue to clime next week IMO.