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Tom Caddoo www.caddoo.com

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Community Rank: Analyst (223 pts) | Member since 07/22/2008

Picks Performance:

Outperforms

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All-time Return -4.28% (in 4 months)	Risk (SD) Aggressive 3.53%	Sharpe Ratio -1.5
Followers 1	Winning Picks 7 of 16	Total Views 8775

Overview

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Last Activity: Added BBY to bearish list on 11/21/08

Current Stock List:

Symbol	Return	Since
BBY	+7.47%	11/21/08
F	+23.86%	11/10/08
WFC	-28.09%	11/10/08
GS	-55.72%	10/07/08
JPM	-51.22%	09/27/08
BYD	+66.06%	09/27/08
GM	+75.47%	09/24/08
AAPL	-35.11%	09/23/08
RDN	-4.94%	07/23/08
SBUX	+50.67%	07/22/08

All-time Sectors of Interest

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Opinion & Analysis

Short term pressure on BBY will limit upside potent.. about BBY 11/21/08
With Best Buy's bond ratings being lowered recently, this will have a short term impact on their ability to borrow, increasing borrowing costs during the holiday season and perhaps beyond. Even thou...

Bearish on F ... about F 11/10/08
Even though Ford has about $28 billion in cash, that cash is not going to last forever when you are buringin through between $1- $2 billion per month. Given the current burn rate, I suspect Ford can w...

Merger with Wachovia is a long term positive transa.. about WFC 11/10/08
Although banks will continue to face earnings pressure for the next 3 to 5 quarters, the proposed Wells Fargo merger with Wachovia will prove to be a positive transaction for Wells and Wachovia shareh...

Changes to Goldman's Business Model will impact sto.. about GS 10/07/08
Due to the fact that Goldman Sachs is now a regulated national bank, I believe this is going to have a short term negative effect on their stock. GS was able to attain stock prices over $200 a sh...

BAC will need the government facility or else about BAC 10/01/08
If the $700 billion government sponsored investment fund is not passed, then I believe there will be extreme pressure on Bank of America's balance sheet. With the mortgages they acquired from Cou...

... View All >

Discussions

Re: The Shakeout in Regional Banks 10/08/08
I agree with your analysis on the health and viability of the regional banks. Until the credit markets calm down and the use of the TARP facility recently enacted by the Treasury becomes fully realized, there will continue to be a lot of pressure on the stock prices of these firms. I do not believe that the mega-cap banks, as you put it, are out of the woods yet either. When you have banks...

Re: Banking on Wachovia as a Bailout Trade 09/27/08
If they don't merge with someone first, then this is the second most likely play for Wachovia. Good luck on your position.

Re: Bearish on AAPL ... 08/04/08
I have to agree with you on this rating; for now. It will be interesting to see how the Apple Application Store on iTunes will drive sales of the iPhone and iTouch. All bets are off once the iPhone is sold by more carriers.

Re: Bullish on WB ... 07/23/08
I have to agree. With a book value of $36 per share, the stock will rebound over time. Tier 1 capital is strong and the right decisions are being made in terms of controling and reducing expenses.

Re: The stock is vastly overpriced. 07/23/08
They need to develop and release the next killer app. The IPOD and IPHONE euphoria is going to wear off and they will need to have something else to keep everyones interest. My other concern is that Apple gear is pricey and in a soft economy, that can impact revenues.

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More about Tom Caddoo

Investment Style:
Moderate [?]

Avg exp holding time:
119.17 days

Age: 30's	Occupation: IT Manager
Location: Denver, NC

Website:
www.caddoo.com

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