Sat Feb 21st 2009, dailystocktracking

Week Summary - OK, as you can see from the variation in my posting date and information date, I am well behing on my blog. This is due to several factors, moving, busy at work, an I've been going snowboarding on my days off!
Health Care still seems to be the most recommended sector, I like Gilead(GILD), and Celgene(CELG) in the biotech, Cerner(CERN) in electronic medical records, and Teva Pharmaceuticals(TEVA) for generic medications. China's stimulus should benefit Freeport McMoRan Copper & Gold(FCX), (YUM), (MCD). The Stimulus package has 20B for food stamps for the poor which should benefit Wal-Mart(WMT) and Family Dollar Stores(FDO); construction companies such as URS Corp(URS) for infrastructure, Astec Industries(ASTE) for roads, and MasTec(MTZ) for utilities should benefit. Big, Dividend paying companies with plenty of cash to keep it up are nice, such as (BP) oil, Consolidated edison(ED) utilities, and Southern(SO) utilities. Energy should rebound, look at Petrobras(PBR), (BTU) for coal, and Energy Conversion Devices(ENER) for solar and batteries. I also like Wal-Mart(WMT), (YUM), McDonald's(MCD), (HPQ), and (INTC).
Street - Fast Money recap, like Foot Locker(FL), and Buckle(BKE) as bargin retail stocks, also (GMCR) and Home Depot(HD) for its valuation and balance sheet, final trades (IBM) and Wells Fargo (WF).