Updated Stock List for Remainder of 2007

Due to what appears to be a problem with liquidity in the corporate credit market & the disaster that is homebuilders, banks & brokerages, I'm already gonna update the stocks I like for the rest of the year based on my viewpoint today, at least.

I begin again.


4 Horsemen of Tech

Amazon.com,
Apple,
Google,
Research in Motion,



7 "Wild Bull" Markets

Agriculture, Machinery,
Infrastructure,
Aerospace, Oil & Gas,
Minerals ... and Defense


Agriculture:

Deere,
FMC Corporation,
Monsanto,
Potash Corporation of Saskatchewan,
PPG Industries,


Machinery:

Caterpillar,
Cummins,
PACCAR,
Terex,


Infrastructure:

Fluor,
Foster Wheeler,
McDermott International,
Washington Group International,


Aerospace:

Boeing,
Lockheed Martin,
Precision Castparts,
Textron,
United Technologies,


Oil & Gas:

Apache Corporation,
Baker Hughes,
CNOOC, Ltd.,
ConocoPhillips,
Devon Energy Corp.,
Diamond Offshore Drilling,
ExxonMobil,
FMC Technologies,
Marathon Oil,
National Oilwell Varco,
PetroChina,
Royal Dutch Shell,
Schlumberger,
Total S A ,
XTO Energy,


Minerals:

Southern Copper,
Cleveland-Cliffs,
Freeport McMoRan,
Companhia Vale do Rio Doce,
Rio Tinto,


Defense:

Alliant Techsystems,
General Dynamics,
Honeywell,
L-3 Communications,
Lockheed Martin,


Honorable Mention:

Air Products & Chemicals,
Allegheny Technologies,
Eaton Corporation,
Johnson Controls,
Praxair, Inc.,
U.S. Steel,


Okay, that's what I've got so far.

I'll dig up some tech & biotech names soon, now that we're in that sector cycle.
Highlighted stocks above are ones I like now.
The un-highlighted ones above are ones I'm still researching.

I'm currently "long" with call options for Apple,
McDermott International, Freeport McMoRan,
Apache Corporation, Marathon Oil, Manitowoc,
Allegheny Technologies and Terex.

And, I'll most likely be trying to "short" 2 of the big brokers
throughout this year.
(Goldman Sachs & Bear Stearns).