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mlegha1
06-30-2006, 03:31 AM
What is on every one's buy list assuming you agree that things have turned around for the better?The stocks I am looking into are
TM -- Toyota Motors
Best of breed have been taken down quite a bit potential bounce back to 120s...What say you??

Share your thoughts ...

Lou
06-30-2006, 08:35 AM
Im long GS. talking 5-7 years out. i will gap up or down every $10 on it.

Right now I am looking at CAT, Tenaris (TS) and 3m. Im leaning towards 3m because they havent had a large move the last three years and by 2010 will have 70% sales outside the US which is great for growth and if, which it should, the US dollar continues to fall.

loslobos71
06-30-2006, 12:29 PM
Interesting that you say Toyota. I am looking at Harman international which makes, among other things, high end speaker systems and "infotainment systems" for Toyotas, Lexus', Audis, BMWs, etc. and they have very little Big 3 exposure. They also own JBL and Harmon/Kardon which make iPod accesories. I figure it is a good way to play a) the big 3's loss of market share/ Japanese and German companies gain of it b) explosion of the iPod and mp3 players. It has a low multiple, consistent growth, etc.

NATHAN LLOYD
06-30-2006, 02:09 PM
Dva, Jnj

XING out of sympathy.

NATHAN LLOYD
06-30-2006, 02:18 PM
K, Hsy

NATHAN LLOYD
06-30-2006, 02:27 PM
pho

NATHAN LLOYD
06-30-2006, 02:51 PM
GG to at least $35

NATHAN LLOYD
07-03-2006, 10:18 AM
Nxg, Ezm

GM