MR. ATTEBERRY feels no temptation to build positions in subprime mortgages or other high-yield instruments.
"We would build positions in Sunoco".
"This trend can provide the best opportunity to build positions in eBay going into both the strong holiday season and first quarter".
The best way to play the next turn in the dollar is to use the last phase of the dollar rally to build positions in precious metals.
The research firm advises investors that the best time to build positions in online travel stocks could be during the late fourth quarter, ahead of seasonal acceleration in 2006 online travel bookings.
"While the earnings report and near-term news flow will still be mixed at best, we would build positions after the quarter on prospects for multiple catalysts to provide a rebound through the second half," said CSFB.
"With diversification providing some downside protection and better profitability through the cycle, we would recommend investors opportunistically build positions during a pull-back in the seasonally slower calendar second-quarter period," said the firm in a research note.
Credit Suisse First Boston said Dell will see PC share gains accelerate in 2005, "and given the company's solid long-term growth prospects from its expanding business segments, we would look to build positions on continued macro uncertainty".
"We recommend that investors use the current share weakness as an opportunity to build positions, ahead of what we expect to be a strong second half for the company," it said in a Wednesday research note.
I would also communicate to analysts I knew about the company, and I'd be out there talking with hedge funds, getting them to buy and build positions in the stock.
We are able to change the rulebooks and drive influence, build positioning and profile.
