Friday, January 20, 2006

Hobo's Stock list

GoGo Stocks
*AAPL (Apple) IPOD rules, Mac fades --is it just the transition to Intel, or is Apple a has-been in the computer business? Latest earning really looked pretty good--however their forecast is weak
*SBUX (Starbucks)

High Tech
*ALTR (Altera) FPGA mfg
*XLNX (Xilinx) FPGA mfg -Missed their Jan06 numbers after raising their guidance twice--CFO looks like a fool. Stock hammered 8% today (20-Jan-06)
*SNDK (Sandisk)
*QCOM (Qualcomm)
*RMBS (Rambus)

Retail
*AMZN (Amazon)
*BBY (Best Buy)

Old Guard High tech
*CSCO (Cisco)
*DELL (Dell) Business model in trouble, can they pull it out?
*HPQ (HP)
*INTC
*A (Agilent)

Internet
*EBAY
*GOOG Still not in the S&P 500 for a while, Market cap is huge
*YHOO Jan06 report disappointing

Big Dividends
*HSVLY

S&P 500 Index funds
*IVV (ex-dividend a few days after SPY), exploit the differences from SPY?
*SPY (ex-dividend 3rd Friday Dec, Mar, June, Sept)

Schadenfreuden stocks (look it up)
*MSO (Martha Stewart)
*SUNW (Sun Microsystems)

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