Partners on Ockham

“… Dollars over the past two years president obama as you heard from mike emanuel. It’s going to be a security threat and the security company MCAFEE is with the president, he’ll join us with the newest dangers of the world coming through your computer, what he’s trying to do and what you can stay tuned with countdown to the closing bell. …” …more details…

“… Not want to own or run auto companies. That’s what we’re doing right now though at this point with taxpayer money, but that’s being reiterated out of the white >> by the way, as gm is going down in a big way, FORD is creeping ahead, it’s trading out now at 5.58. A slight increase over the day. So, not all the bad news from gm inspect spills over into FORD. >> as oil shoots back $60 a barrel, solar stocks brighten their shine. The two kind of move in lock step, don’t they, as investors turn to alternative energy investment. …” …more details…

“… Sector are what we call the consumable service intensive companies, stocks like schlumberger, halliburton, baker hughes, SMITH INTERNATIONAL and national oil well, I think those are all well position today benefit from the higher oil prices because ultimately with the higher oil prices incremental in the oil services sector. …” …more details…

“… Stocks that we like in that sector are what we call the consumable service intensive companies, stocks like SCHLUMBERGER, halliburton, baker hughes, smith international and national oil well, I think those are all well position today benefit from the higher oil prices because ultimately with the higher oil prices incremental in the oil services …” …more details…

“… Stocks that we like in that sector are what we call the consumable service intensive companies, stocks like schlumberger, HALLIBURTON, baker hughes, smith international and national oil well, I think those are all well position today benefit from the higher oil prices because ultimately with the higher oil prices incremental in the oil services …” …more details…

“… Stocks that we like in that sector are what we call the consumable service intensive companies, stocks like schlumberger, halliburton, BAKER HUGHES, smith international and national oil well, I think those are all well position today benefit from the higher oil prices because ultimately with the higher oil prices incremental in the oil services …” …more details…

“… Seaport securities and let’s talk, start off with gm. We were talking about gm. Gm is out of the dow. Who do you want in the dow? >> well, first, I have to disclose i’m long FORD, but I would love to see them put forward in place of gm. >> you say that would send a good message. >> send a great message. There are a lot of companies that could replace gm, but here is FORD not going to the well and put them in instead and send a strong investing message to >> let’s talk about commodities, >> well, now, we are in the middle of the summer commodity …” …more details…

“… Low global demand will hurt india and china. China has more reliant on exports and the global markets, but india is a lot more of a domestically driven company. >> david: andre, you mentioned DOW CHEMICAL in your notes to us before this segment. Why do you like dow right now. >> again, I just like it because they’re actually exploring into an area where there’s a country like saudi that has a lot of …” …more details…

“… They’re not buying our exports to them. There is still tremendous growth potential with their middle all you need is 10% of a big market there. So, you think CHINA MOBILE might be a bet to play receipt now? A lot of them will turn to >> I think for the emerging markets you’ve got to play the exporters are going to get hurt in the next few months because I think the dollar is going to be weak and exporters, and local plays in india and we like CHINA MOBILE, in india, we like the bank and CHINA MOBILE. >> liz: so you’re putting some serious bets on emergence of china and india or chindia as they like to call it before the …” …more details…

“… The market’s not doing much, a lot of conflicting sentiments. Which one do you seize upon? >> well, liz, there are so many different things to look at. Obviously, you can go overseas and that’s a great idea. We’re actually looking at DOW CHEMICAL, if you look at saudi arabia, as with india, these are two countries that really weren’t affect that had much by the subprime crisis simply because their banking laws are so conservative so they’re …” …more details…