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Awaiting Most Exciting Week of 2010 !

First week of Nov 2010 would be arguably most exciting week of this year for following reasons:

  • Monday: Week would start with news from Brazil about results from runoff election for President of Brazil
  • Tuesday: Mid-term elections which could set course for American Politics and possibly where America is headed for next decade
  • Wednesday: Federal reserve bank meeting to decide size and timing of QEII which could decide course of American economy for at least next 2-3 years
  • Wednesday: World Series Game 6 - most likely SF Giants would claim their first world series win reviving sports enthusiasm in Silicon valley after long time
  • Friday: Jobs report for month of October which should give an indication if employment is stagnant or making some progress
  • Friday: Happy Diwali for all Indians !
  • Saturday: Obama's visit to India - crucial both for India and Obama who would like to forget democratic party losses in election and instead enjoy warm Indian hospitality
Very few times such an exciting week comes which can keep life exciting and interesting. For investors, most important days would be Tuesday and Wednesday since both election results and QEII can move markets significantly. So watch out for Wednesday when these two events would collide. I won't be surprised if we see DOW move up or down by 150-200 points on Wednesday

Technology sector is becoming very interesting in terms of potential for M&A. There are so many smaller players who are being touted as acquisition targets making them interesting plays for investment. Last week one of my past recommendation Compellent (CML) shot up by 30% due to excellent results and possible takeover target. Same would happen to another recommendation - Blue Coat (BCSI) when it announces results later in Nov. I would still recommend CML at $23-24 and BCSI at $25 as good bets both purely on their quarterly results and possibility of takeover.

That's all for now. 

Happy Diwali to all my Indian readers and have an exciting week !

/Shyam

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