In & Out This Week

Light week of posting this week and next.  Combine the lightened trading as Wall Street gears down for the last weekend of the summer, a couple of company out of office events and a few client meetings, means commentary is going to be spotty until for the next two weeks.

I did want to point out though that take-over activity both friendly and hostile is heating up as are corporate buy-backs.  This further supports the cheap market thesis we are developing.


Sanofi- Aventis goes After Genzyme

Intel already has committed to buying Mcafee now they are buying Infineon Wireless

Dell, HP and 3Par

BHP & Potash

No positions in any stocks listed above.