Research Takeaways, Week of June 20, 2011

Airlines: Transatlantic flight bookings are unseasonably strong for two straight months. Prospects for the fall season also look strong.

“…airline shares have not priced in the positive impact of the recent decline in oil prices…” — Morgan Stanley research, June 20, 2011

Autos: GM may look for joint venture partner to envigorate its Opel business.

Copper: “We think there is little dispute that copper data are improving, but macro fears are keeping investors on the sidelines.” — Morgan Stanley research, June 20, 2011

Economy: Bernanke May Face ‘Self-Induced Paralysis’, June 20, 2011

Earnings Report: FedEx earnings came in higher than Street estimates on Weds. morning, June 21. Watch for possible quick rebound to $93.50. For more on FedEx, see model portfolio, or see “FedEx delivers bigger profit…”, June 22, 2011.

Ethanol: Stock market overreacts to Senate vote on ethanol. “Consistent with this week’s Senate vote, we expect the ethanol subsidy will be repealed orphased out in 2011, while tariffs and ethanol mandates could be re-examined, as support forethanol wanes.” — Morgan Stanley research, June 20, 2011


EU Vows to Rescue Greece in Exchange for, June 24, 2011 (for what it’s worth…shrug)

Europe Falters in Bid to Rescue, June 20, 2011

Industrial Stocks: Investors Move Money Into Industrial, June 23, 2011

Stock market valuations: Stocks Cheapest in 26 Years as Profits, June 20, 2011

Wal-Mart: Supreme Court limits Wal-Mart sex bias, June 20, 2011

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