Very strong argument to sell TNH right here was made today in Real Money's Columnist
Conversation.

gross....JBX has an earnings announcement Aug 8. being that usually the stock goes up
after earnings, you think this is a good time to get in, esp at this level ($62) or do you
think since the stock market has been so volatile that this time the stock will act
differently

I don't see it a s a bad think that the Iphone shares will canabolize Ipod sales. I think
the Iphone has a higher margin. With the halo effect of the Iphone now, there will be
sales growth in Macs and Macbooks.

Last edited on: 08-01-2007 09:16 am

I noticed that yesterday gross. I was watching it all day. The market could tank today, so
I may get it on the cheap toward the end of the day.

Yesterday on CNBC they were saying that AAPL was down yesterday b/c someone started a
rumor about them decreasing production on the I-phone. Apparently that rumor wasn't true.
I did end up buying some on the weakness yesterday. Hopefully it'll bounce today if the
market doesn't tank. I know, that's a big if.

Just a tip with entry point, I would buy the stocks around 3:00 or use a limit order.
Potash trades erratically because of its small float. You can probably buy it a good 2%
lower that its opening price (around 79.00) with a limit order.

Last edited on: 08-01-2007 09:02 am

I may buy some POT on a pullback.

CBI had a miserable quarter. My first bad one this season. :o(

Last edited on: 08-01-2007 08:35 am

Ford is trying to be a learner automaker, surviving by cutting cost and capacity and
selling off divisions of the company (Jaguar, Land Rover, and possibly Volvo). I think the
current CEO is executing their turnaround plan much faster than analyst anticipated. The
fact that they turned a profit last quarter is testament to that. In addition, their
future sales of those 3 brands means that they will be solvent in the near future. Ford,
has made a lot of concessions with the Unions and although it is more expensive to produce
cars, the labor variances are improving and so are the operational profits.

Although I can't lie I bought F last year just on speculation that the Government would
bail them out at the expense of average joe's salary (or wages) at Wallymart. Lol.

F is a huge turnover story or should we say novel. They not only have internal problems
with labor but external threats from competition. Market share is dropping along with GM.
Is the weak dollar even helping them? I turned bearish on these two when they had to meet
with congress. I love this story though. It shows that Unions are pointless and that they
do not raise the standard of living of workers. As a result, in the long run, they will
suffer because of Unions. How silly.

Otherwise I like the Weekly Posts Gross!

thanks gross.