Research Takeaways, Week of July 4, 2011

Special Feature: The Obama Administration’s Assault on Freedom, Jobs, the Constitution, Capitalism, Business, Christians & Jews

Another Day, Another Lie … Obama Blames His Record Deficit & Debt on Bush Again — TheGatewayPundit.com, July 9, 2011

Look at the chart in this article. Share it! — Crista

BREAKING: 43 Weapons in Phoenix Traffic Stop Linked to Holder’s Gunrunning ScandalFoxNews.com, July 7, 2011

GOP Congressman: “Impeachable Offense” if Obama Bypasses Congress on Debt CeilingRealClearPolitics.com, July 7, 2011       “This jeopardizes the credibility of our nation if one man can usurp the entire system set up by our founding fathers over something this significant,” Rep. Tim Scott (R-SC) said.

Fast and Furious update: Ken Melson’s secret testimony.redstate.com, July 6, 2011

U.S. Housing Recovery Stymied by Government Bloomberg.com, July 5, 2011  and in related news, Best Consumer Credit Since ’06 Reveals Loan Rebound Across U.S.Bloomberg.com, July 4, 2011

Obama’s Price: $10 Tax for Union Teachers — You PayTownhall.com, July 5, 2011

Obama’s ICE amnesty puts us in physical danger as he tells the Middle Class to “Go to Hell”CoachIsRight.com, July 5, 2011

* * * * *

Autos & Auto-Related Stocks: Morgan Stanley upgrades the group to “Attractive”. “Market expectations and share prices have fallen sufficiently to offer a significantly improved next 12-month risk-reward outlook for N. American auto stocks. We see widespread concerns about systemic and sector-specific risks as a buying opportunity.” In speaking of Ford and General Motors, Morgan Stanley says, “Both stocks offer 50% to 60% upside to our price targets.” — June 6, 2011

Food Prices: Chicken Breast Prices Decline Counter-Seasonally Through 4th of July Weekend — “Urner Barry skinless, boneless breast meat prices fell ~5% over the week preceding and week following 4th of July weekend. Historically, prices have increased 5% over this period. We believe this is a reflection of record-high cold storage inventory, and production that continues to outpace domestic demand.” – Morgan Stanley research, July 8, 2011

Economy: U.S. Payrolls Rise 18,000; Jobless Rate Climbs to 9.2%Bloomberg.com, July 7, 2011

Treasuries, Dollar Gain on Economy ConcernBloomberg.com, July 5, 2011

Global Economy: European Stocks Fall on China Interest Rates, Portugal DowngradeBloomberg.com, July 6, 2011

Mid-Cap Bank Stocks: “We would be a buyer of the midcaps banks heading into 2Q11, as we think the group will return to positive loan growth for the first time since 4Q08.” — Morgan Stanley Research, June 6, 2011

Municipal Bonds: U.S. State Cuts Hit Health Care and EducationBloomberg.com, July 4, 2011

* * * *

Investment Disclaimer

Release of Liability: Through use of this website viewing or using you agree to hold www.GoodfellowLLC.com and its employees harmless and to completely release www.GoodfellowLLC.com and its employees from any and all liability due to any and all loss (monetary or otherwise), damage (monetary or otherwise), or injury (monetary or otherwise) that you may incur.

Goodfellow LLC and its employees are not paid by third parties to promote nor disparage any investment. Recommendations are based on hypothetical situations of what we would do, not advice on what you should do.

Neither Goodfellow LLC nor its employees are licensed investment advisors, tax advisors, nor attorneys. Consult with a licensed investment advisor and a tax advisor to determine the suitability of any investment.

The information provided herein is obtained from sources believed to be reliable but is not guaranteed as to accuracy or completeness. When information is provided herein from third parties — such as financial news outlets, financial websites, investment firms, or any other source of financial information – the reliability or completeness of such financial information cannot be guaranteed.

The information contained on this website is provided for informational purposes only and contains no investment advice or recommendations to buy or sell any specific securities. This is not an offer or solicitation for any particular trading strategy, or confirmation of any transaction. Statements made on the website are based on the authors’ opinions and based on information available at the time this page was published. The creators are not liable for any errors, omissions or misstatements. Any performance data quoted represents past performance and past performance is not a guarantee of future results. Investments always have a degree of risk, including the potential risk of the loss of the investor’s entire principal. There is no guarantee against any loss.

* * * *

Goodfellow LLC is a subscription-only stock market website. We strive to identify financially healthy companies in which traders and investors can buy shares and earn dividends and capital gains. See disclaimer for the risks associated with investing in the stock market. See your tax advisor for the tax consequences of investing. See your estate planning attorney to clarify beneficiary and inheritance issues associated with your assets.

 

Leave a Reply

Your email address will not be published. Required fields are marked *