Dave On Stocks

 

         Stock Market Commentary --  Current information on stocks and trends you should know.

2007 ARTICLES AND PODCASTS ARCHIVE

         Dave On Stocks for Saturday December 29th, 2007 Text Only    A look ahead to 2008: Will the financials turn around? Read the full article

         Dave On Stocks for Sunday December 23rd, 2007 Text Only    Don't expect a Santa Claus rally in the short holiday trading week ahead, but we're well positioned for 2008 Read the full article

         Dave On Stocks for Saturday December 15th, 2007 Text Only    Inflation on our minds-Where to put your money in this tough environment. Read the full article

         Dave On Stocks for Tuesday December 11th, 2007 Text Only    The Fed cut by a quarter percentage point-What to buy and sell in the retail sector-A fresh look at Walgreens Read the full article

         Dave On Stocks for Saturday December 9th, 2007 Text Only    Waiting for the Fed's rate decision Tuesday-What to buy and sell in the retail sector-A fresh look at Walgreens Read the full article

         Dave On Stocks for Saturday December 1st, 2007 Text Only    After Bernanke's words rescued stocks, Wall Street looks ahead to auto sales and the big employment report. Also, why I like Nordstrom (JWN) and an undervalued water utility. Read the full article

         Dave On Stocks for Sunday November 25th, 2007 Text Only    In the midst of a rough credit market with lousy housing and high oil prices, Wall Street looks forward to economic growth, personal income and spending data. Also, some stocks are just too darn cheap top ignore! Read the full article

         The Dave On Stocks Podcast #77 for Saturday November 17, 2007    Starbucks SBUX...buy the coffee and not the stock. Housing data and some specialty retailers report in the holiday shortened week ahead. Read Podcast Transcript

         Dave On Stocks for Saturday November 10th, 2007 Text Only    Time to buy some tech! Read the full article

         Dave On Stocks for Sunday November 4th, 2007 Text Only    Investors will get a chance to better digest the jobs report this week, with a close eye on the financials. Read the full article

         Dave On Stocks for Wednesday October 31, 2007 Text Only    The Fed cuts by a quarter percentage point and stocks rally. Read the full article

         Dave On Stocks for Saturday October 27, 2007 Text Only    Microsoft's (MSFT) red hot earnings drove stocks higher. But with all eyes on the FOMC meeting, will the momentum continue next week? Read the full article

         Dave On Stocks for Wednesday October 24, 2007 Text Only    Troubles at Merrill (MER), weakness in the financials, and a great railroad company. Read the full article

         Dave On Stocks for Sunday October 21, 2007 Text Only    Higher oil prices, a falling dollar, housing market in the dumps, and a market concerned about earnings growth. Here's what to buy in this tough environment. Read the full article

         Dave On Stocks for Wednesday October 17, 2007 Text Only    Intel's smokin' earnings. Who cares about housing? Positive corporate earnings and lower consumer inflation drive the bulls! Read the full article

         Dave On Stocks for Saturday October 13, 2007 Text Only    A restaurant to buy, retailers to sell, and a big week ahead for blue chips as IBM, Intel (INTC), Caterpillar (CAT) and 3M (MMM) report earnings. Read the full article

         Dave On Stocks for Wednesday October 10, 2007 Text Only    The mid-week stock report. Read the full article

         Dave On Stocks for Saturday October 6, 2007 Text Only    Investors digest better than expected jobs growth and eye corporate earnings Read the full article

         Dave On Stocks for Tuesday October 2, 2007 Text Only    What to do with Walgreen's WAG. The auto makers report. Read the full article

         Dave On Stocks for Saturday September 29, 2007 Text Only    The big jobs report is next week and some key companies report earnings before the unofficial start to earnings season. Read the full article

         The Dave On Stocks Podcast #76 for Tuesday September 25, 2007    Housing is in the spotlight this morning as Lennar LEN reports a fiscal third quarter loss. Target TGT cuts same store sales forecast. Also I discuss Lowe's LOW after the lowered guidance. Amazon AMZN starts their digital music store and some downloads are cheaper than Apple AAPL. Read Podcast Transcript

         The Dave On Stocks Podcast #75 for Tuesday September 18, 2007    Stocks made huge gains today after the Federal Reserve cut its benchmark interest rate by a half-percentage point. Read Podcast Transcript

         The Dave On Stocks Podcast #74 for Tuesday September 11, 2007    Business was good on Wall Street for the bulls. Ben Bernanke spoke trade balance instead of rates, and I think that's a good thing. Today I talk about Apple AAPL, McDonald's MCD, and Intel INTC. Read Podcast Transcript

         The Dave On Stocks Podcast #73 for Wednesday September 5, 2007    Market reaction to the Fed's Beige Book and pending home sales. Apple AAPL cuts the iPhone price and intros new iPods. Here's what I think you should do with Apple. Read Podcast Transcript

         What's The Fed Gonna Do Blues The Dave On Stocks Podcast #72 for Wednesday August 29, 2007    What's The Fed Gonna Do Blues-a song written and performed by Dave Harrs. Read Podcast Transcript

         Special Weekend Edition The Dave On Stocks Podcast #71 for Saturday August 25, 2007    If you're short term, expect some more volatility as the market deals with expectations regarding the Fed's next possible move on rates. Long term I have some great stock picks that are selling cheap. Join me in this rare weekend podcast. Read Podcast Transcript

         The Dave On Stocks Podcast #70 for Thursday August 16, 2007    I report from the fallout shelter as lending and credit concerns persist in the stock market, but some fundamentals look pretty good in my view. I suggest you buy quality blue chips as a long term investor. Hewlett-Packard (HPQ) releases earnings. Read Podcast Transcript

         The Dave On Stocks Podcast #69 for Tuesday August 7, 2007    The Fed leaves interest rates unchanged at 5.25% today. What I suggest buying in this volatile market. Earnings from Duke (DUK), Emerson (EMR) and Aqua (WTR). Read Podcast Transcript

         The Dave On Stocks Podcast #68 for Tuesday July 31, 2007    More bargain hunting with comforting inflation data and positive earnings from General Motors GM leads to a higher market open this morning. News Corp's Rupert Murdoch may finally be nearing a deal to buy Dow Jones DJ. I have some buy and sell recommendations. Read Podcast Transcript

         The Dave On Stocks Podcast #67 for Tuesday July 24, 2007    It's a weaker market open on mixed earnings news from the likes of McDonalds MCD, DuPont DD and AT&T T. Here's what I suggest you buy now. Read Podcast Transcript

         The Dave On Stocks Podcast #66 for Tuesday July 17, 2007    The DOW passes 14,000 for the first time but closes below that psychologically important mark. Earnings from Intel (INTC) and Johnson & Johnson (JNJ). A look at wholesale inflation. Read Podcast Transcript

         The Dave On Stocks Podcast #65 for Thursday July 12, 2007    A record close for both the DOW and S&P 500 after some major retailers exceed views with same store sales reports. Here's the winners and losers and what I think you should buy and sell. More M&A activity and economic news. What I see for the second quarter earnings season. Read Podcast Transcript

         The Dave On Stocks Podcast #64 for Tuesday July 3, 2007    A nice start to the second half of the year. On this shortened trading day, M&A news help stocks make gains before the holiday. Read Podcast Transcript

         The Dave On Stocks Podcast #63 for Thursday June 28, 2007    The Fed left rates unchanged today with a dovish tone. Why I see sustainable economic growth in the coming quarters. A look at earnings from General Mills (GIS), Nike (NKE) and Constellation Brands (STZ). The Apple iPhone is set for release tomorrow and how I think the device will raise the stock price. Read Podcast Transcript

         The Dave On Stocks Podcast #62 for Wednesday June 13, 2007    Consumer spending means buy Simon Property Group (SPG). Netflix (NFLX) and Blockbuster (BBI). Why I think the market will still make gains as bond yields rise above 5%. Read Podcast Transcript

         The Dave On Stocks Podcast #61 for Wednesday June 6, 2007    Inflation worries and a little profit taking contribute to a sell off on Wall Street. A look at labor costs and Bernanke's comments. Why I remain bullish. 3M (MMM) buys Diamond Productions. Panera Bread (PNRA) lowers guidance. Read Podcast Transcript

         The Dave On Stocks Podcast #60 for Friday June 1, 2007    A heavy dose of economic data today as Wall Street makes some nice gains. Wal-Mart (WMT) will open less stores, Dell (DELL) posts earnings and Apple (AAPL) makes a deal with Google (GOOG). I also answer some listener email questions. Read Podcast Transcript

         The Dave On Stocks Podcast #59 for Thursday May 24, 2007    Investors took some profits today ahead of Memorial Day weekend. Pretty encouraging economic data. Earnings from Toll Brothers (TOL), Barnes & Noble (BKS) and Target (TGT). McDonalds and the nationwide use of trans-fat-free oil. Read Podcast Transcript

         The Dave On Stocks Podcast #58 for Tuesday May 15, 2007    Fresh housing and CPI data. Earnings from Wal-Mart (WMT) and Home Depot (HD) and what I think of these stocks. The new Paul McCartney album for pre-order on Apple's iTunes. 3M makes the world's first truly clear credit card. Read Podcast Transcript

         The Dave On Stocks Podcast #57 for Wednesday May 9, 2007    The Federal Reserve leaves interest rates unchanged for the 7th straight time. The DOW closes at another record high. Earnings from News Corp (NWS), Cisco (CSCO) and Disney (DIS). The world's most ethical company is announced. Read Podcast Transcript

         The Dave On Stocks Podcast #56 for Wednesday May 2, 2007    Another record close for the DOW passing 13,200. What I think about the News Corp bid for Dow Jones. Earnings from Yum Brands (YUM), Time Warner (TWX), and Proctor and Gamble (PG). Also the latest economic data. Read Podcast Transcript

         The Dave On Stocks Podcast #55 for Wednesday April 25, 2007    The DOW passes 13000. Durable goods orders, Fed Beige Book and new home sales. Earnings from Pepsi (PEP), Amazon (AMZN), United Parcel Service (UPS), AT&T (T) and Kimberly-Clark (KMB). Read Podcast Transcript

         The Dave On Stocks Podcast #54 for Thursday April 19, 2007    Unemployment benefits and recent earnings news from Google (GOOG), Kraft (KFT), Altria (MO), American Express (AXP), Motorola (MO), Johnson and Johnson (JNJ) and Wells Fargo (WFC). Read Podcast Transcript

         The Dave On Stocks Podcast #53 for Monday April 16, 2007    There's a bunch of corporate earnings and economic data for the week ahead. A look at General Electric (GE), McDonald's (MCD) and Burlington Northern Santa Fe (BNI) which I recommended MONTHS BEFORE the stock soared on the Warren Buffett news. Read Podcast Transcript

         The Dave On Stocks Podcast #52 for Thursday April 12, 2007    Market news with corporate earnings and jobless claims data. Genentech, Alcoa, Viacom and Yahoo. Read Podcast Transcript

         The Dave On Stocks Podcast #51 for Monday April 9, 2007    Corporate earnings and economic data for this week. A look at recent news and why I think the consumer is strong and slow but steady economic growth is good. Earnings from Constellation Brands (STZ), Circuit City (CC) and Best Buy (BBY). Exploring Johnson & Johnson (JNJ) and Apple (AAPL). Read Podcast Transcript

         The 50th Podcast of Dave On Stocks Monday April 2, 2007    What to expect in the week ahead. A review of recent economic data. A look at Walgreens (WAG), Citigroup (C), Kimberly-Clark (KMB) and more. Read Podcast Transcript

         Show #49 Monday March 26, 2007    Economic data for the week ahead. Why the economy is in good shape as housing continues to decline. A look at Motorola, Starbucks, Oracle and Microsoft. Read Podcast Transcript

         Show #48 Monday March 19, 2007    The market is overreacting to subprime. Why I feel we are in correction mode. Economic data and the week ahead. I have more stock suggestions. Read Podcast Transcript

         Show #47 Monday March 12, 2007    A review of the February jobs report and the week ahead. The stocks to buy now. Same store sales. Subprime lenders. Read Podcast Transcript

         Show #46 Wednesday March 7, 2007    Here's my favorite stocks and sectors in this economic enviornment. I suggest buying large cap stocks. Read Podcast Transcript

         Show #45 Monday March 5, 2007    The volatile week ahead. I think we are in correction mode. Some recent earnings with buy and sell suggestions. VIA, WTR, DELL, AIG. Economic news. Read Podcast Transcript

         Show #44 Wednesday February 28, 2007    The day after the mini-crash. Here's my take on what happened and I have some suggestions. Read Podcast Transcript

         Show #43 Monday February 26, 2007    Inflation concerns. Lots of economic data ahead this week. Rats at Taco Bell. Clothing and discount stores set to report earnings. Read Podcast Transcript

         Show #42 Friday February 23, 2007    After a ruling in the Alcatel-Lucent (ALU) -Microsoft (MSFT) case I know what to buy and sell. Earnings from Crocs (CROX), Hewlett-Packard (HPQ), Wal-Mart (WMT) and Home Depot (HD) with my buy and sell suggestions. I review the latest economic data. Read Podcast Transcript

         Show #41 Tuesday February 20, 2007    XM and Sirius officially announced a merger. Here's my advice on how to handle them after the excitement wares out. My advice on Microsoft MSFT. GM and DCX on the buyout possibility. Here's some economic data to consider. Read Podcast Transcript

         Show #40 Friday February 16, 2007    Here is what the latest economic data and the Bernanke testimony tells me. Caterpillar CAT and MMM are discussed. Pepsico PEP and Coke KO which is better? Read Podcast Transcript

         Show #39 Monday February 12, 2007    How to play the weakness in semiconductor stocks. My advice on Intel INTC TXN and BRCM. PEP demands your attention. What is my stock pick of the week? Economic news. Read Podcast Transcript

         Show #38 Friday February 9, 2007    Strong January same store sales. Recent earnings tell me to buy DIS, CSCO, NWS, and EMR but to sell CAKE and WHR. I now have a strong buy for SPG. Economic news. Read Podcast Transcript

         Show #37 Monday February 5, 2007    Earnings reports. I say buy GOOG, SBUX, K and SPG. Hold CVX and XOM. Sell AMZN. My stock pick of the week is PEP. Economic news. Read Podcast Transcript

         Show #36 Friday February 2, 2007   More earnings to review. Buy ZMH, MMM, PG. Sell BDK. T is a better investment than VZ. BNI is going higher. More economic news. Read Podcast Transcript

         Show #35 Monday January 29, 2007   Earnings tell me to buy MSFT and CAT hold HAL and sell DD. New home sales. CTX DHI. The stock pick of the week is SPG. Economic news. Read Podcast Transcript

         Show #34 Friday January 26, 2007   This time I have earnings from SUNW YHOO EBAY JNJ T MCD with stock suggestions and economic news. Read Podcast Transcript

         Show #33 Monday January 22, 2007    Recent earnings from IBM and GE tell me to buy. But hold MOT and C. The stock pick of the week is T. Economic news and upcoming earnings reports. Read Podcast Transcript

         Show #32 Friday January 19, 2007    Here's a review of the most recent company earnings, along with some stock suggestions. AAPL, INTC, MER, JPM, WFC, AMTD and more. Economic data included. Read Podcast Transcript

         Show #31 Tuesday January 16, 2007    I think tech is the way to go in 2007. AAPL and GOOG. AMD vs INTC. Stock pick of the week GE. Economic data and earnings. Read Podcast Transcript

         Show #30 Friday January 12, 2007    I have some good stock picks when oil drops this low. A review of earnings from AA and DNA. Unemployment benefits, the trade deficit, and consumer debt. Keep your eye on HAL and MRO. Read Podcast Transcript

         Show #29 Monday January 8, 2007    There is some investor confusion. A focus on recent same store sales and some good buying opportunities. A new show feature called Stock Pick Of The Week. Also upcoming economic data. Read Podcast Transcript

         Show #28 Friday January 5, 2007    Welcome 2007! Just when will the Fed cut rates? Has housing bottomed? Also, I'll review what's going to happen this year. New jobs and higher wages. The unemployment rate. ISM manufacturing and construction spending data and same store sales. I'll also answer a listener email about NYSE group NYX. Read Podcast Transcript

         Archive of Year 2007 Podcasts

         Archive of Year 2006 Podcasts

 

Disclaimer

© Copyright 2007 by Dave Harris and DaveOnStocks.com. All rights reserved.  We may take long or short positions on any of the stocks mentioned on this site including prior to or after a mention here. Data presented on this site should not be used to make investment decisions and accuracy cannot be guaranteed.