Monday, March 19, 2007

12/23/2005 Notes

Barrons (12/19/2005 Issue)

- Book: Little Book That Beats the Market

- Gazprom removing foreign ownership limits
- AIG - value play?; clean, new leadership, asia growth
- BA - growth in asia, dividend hike; should we sell puts on BA?

- Sandra Wood of Westwood Holdings Group
- visionary - early into aapl, reits, energy
- likes developing markets, transportation, infrastructure
- tankers - OSG and DHT
- engines - CMI and ETN

- MON and PFE
- raised dividend
- sell puts?
- COX-2 problem?

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