CNBC Stock Picks

Buy Yhoo because MSFT has to buy Yahoo.  If it goes for $33, nice profit.

Says there are bombs on Buffett’s Berkshire Hathaway’s books.  I would never bet against Warren, but if Doug is correct, he will notch up in everyone’s creditability book.  If Warren is right, we are in for some rough times over the next 5 years.

Merger Arbritage trade time!

 Check out these stock picks.

Reported on Fast Money:

1. US Casino Business’
2. Ford and GM
3. Petro China (PTR) – susidizer
4. High end Steak Houses, Ruth Chris, Morton’s
5. HTZ, Hertz Global

This has been called for months.  Somebody will be right eventually.  The economic factors are pointing to supply concerns which points oil higher.

So do we, but there may be a short term pullback.  Time to get in if it does!

Buying opportunity!!