July 1 pick: We’re a fan of Bofam

At 9:24 ET the choices are:

MRVL JP Morgan
CLI Barclays
PT Credit Suisse
FTE Credit Suisse
WERN JP Morgan
SNDA ThinkEquity
MGA Bofam
SIMG Northland Securities
COG SMH Capital
STP Ardour Capital

We’re closely watching Bofam’s Buy call on MGA. Bofam is 3 for 4 YTD on the sector (Consumer Cyc).

If you’re looking to short, watch Barclay’s sell calls on

CHH
HOT
MAR

Barclays is 3 for 3 on the Services sector.

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