Take GS and MS as just a trade (March 11, 2009)

I almost lost sight of the fundamentals due to this rally.

Let me remind you that GS and MS is reporting their earnings at around March 17/18 so don't buy and hold. There will be plenty of opportunity to buy on dips after they report their earnings.

For any financials, I will just consider them as a trade. I like GS, MS

Update 1:
For this long play, I like AAPL, IBM, MSFT, CAT, FLR, XOM, CVX, FCX.

Update 2:
I think these stocks still have room to run on the upside SYNA, BNI, FDX, CAL