At 8:20 a.m. the Sell calls are:
HOT Baird
MGI Piper Jaffray
INFY Stifel Nicolaus
We’re shorting the Baird call on HOT (Starwood Hotels). Baird ranks 7th among Sell callers with a 91% success rate. In the Services sector it is 3 for 4 YTD.
The Buy choices are:
XL Credit Suisse
VIV UBS
FSLR ThinkEquity
APD KeyBanc
STM Bofam
SAP Jeffries
VOLT Bofam
PLAB UBS
FCX Citi
IBKC Stifel Nicolaus
BTU Goldman Sachs
DRYS Credit Suisse
Of these, guidance points to Citigroup’s call on FCX. While Citi’s overall record is pretty dismal, in the Basic Material sector it is 6 for 8 and 1 for 1 in the Gold & Silver sector.
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