Friday 15 June 2012

The U.S. Open 2012 : Summer Stocks

Not only is Europe a disaster, but it is not even getting better, not growing. It has the look of "this is going to get worse before it gets better because this is the Apocalypse, and the Apocalypse gets worse by the day not better, and everyone involved might just as well be a 2-year-old" to it.

Add to that China's crouching banking Tiger problem that miraculously got bumped from its perch as reason number one the world was coming to an end. Does anyone remember this was the reason the global economy was doomed? This problem hardly got fixed, the rest of the world is a mess, so we figured you can't get hit by a bus if you have the flu, right?

Which again is not to say that stocks can't win, it's just that they are up against a lot. Small gains, a stroke or two under par, might look real good when all is said and done.

The Players

Tiger Woods, the best of his generation, maybe the best ever, has not won a Major now in several years, may have plateaued. Worse, may have let the competition catch up to his once untouchable abilities. Does he remind you a little of Google (GOOG)?

Bubba Watson, the innovator that has never had a lesson, coming off a series of professional and personal triumphs, can he deliver again? Bubba is clearly Apple (AAPL).

Phil Mickelson, it would be great to see this National Treasure win. But that's not the same thing as being a favorite in adverse circumstances. Phil, we are pulling for you but we know in our hearts your best days may be behind you. You are Ford (F), General Electric (GE), or maybe Cisco (CSCO).

Davis Love III, Steady. Boring. Microsoft (MSFT).

Sergio Garcia, does the Spaniard really even have a chance? Banco Santander (STD)

The 16th

The 16th has players seeing red, but this is where winners are made as well.

for more visit........

http://seekingalpha.com/article/661491-summer-stocks-the-u-s-open-and-the-brutal-16th

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