Wall Street Manna

An irreverent look at Wall Street

Thursday, August 19, 2010

Goldman on Deere

Page 11--Notice how Brazil farmer income +70%. GS is now neutral on DE--they were just touting it at 68.


GS main uno 0819

Goldman has been getting much more bearish in their macro outlook, and it's now filtering through into its stock picks. I guess they are tagging along with Uncle Ben!

9 Comments:

At August 19, 2010 at 11:15 AM , Anonymous Anonymous said...

Where's the POMO squeeze?

 
At August 19, 2010 at 11:30 AM , Anonymous Anonymous said...

Should we buy now?

 
At August 19, 2010 at 11:39 AM , Anonymous Anonymous said...

did you pick up any dell this morning?

 
At August 19, 2010 at 11:44 AM , Anonymous Anonymous said...

you think dell has a good chance of popping after earnings?

 
At August 19, 2010 at 12:06 PM , Anonymous Anonymous said...

Palmoni quit hiding under the bed!

 
At August 19, 2010 at 12:13 PM , Anonymous Anonymous said...

come out come out... ,wherever you are ........

 
At August 19, 2010 at 12:28 PM , Blogger Palmoni said...

bought DELL at 12.01

 
At August 19, 2010 at 12:38 PM , Anonymous Anonymous said...

thanks are we done for the day or worth buying this dip?

 
At August 19, 2010 at 1:08 PM , Anonymous Anonymous said...

just picked up dell at 12.07

 

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