MO - Philip Morris will possibly win on Appeal
MCD - Approx 31000 restorands in 100 countries - growth potential ??
BA - Boing is the number one IS exporter - Since Airbus can not build planes it can
AIG Business is lot better since there is no hurricane. Growth in china as well.
HPQCEO was really good. HP witht the history behind it - it is a growth potential as it is beating Dell's Ass
MSFT Its started moving now
GM GM iwth merger deals and expected better results
Defence Stocks
Run on fedral money even if democrats win.
LMT Space and Missle system. 80% of US budget.
GD Genral Dynamics - Combact Weapons.
RTN Radar and Missles
LLL High tech defence, Partering with Boeing
CAI CACI International - IT company given a contract in IRAQ
Retail Stocks
BBY - Dominant player in Tech, and Big Screen TV. Also in China. Concern on DVD/Music because of online/ondemand but Big Screen TV is picking up
LOW - Smaller than Home depot. Better than HD. Sales are slowing down - does that help or not help Lows
HD - Bigger than LOW but growth oppertunities are limited.
COST Rich People shop there compared to wallmat. You can buy bithday cake, Cards
MW Mens Wherehouse - Most Creative of all the national Change
SHLD Sears
JSP J.C. Pennys - Consistant Growth
CWTR Cold Water Creek - Lot More room to grow
SBUXCreate an ambiance, they smile buy it on any weekness. Done growing in America - Trying to grow in China plans to have 20% of sales in 20 years from now
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