Thoughts and Comments for the end of November

Its been a quiet few days, due to US Thanksgiving. Here are a couple of things for Monday;

* Stelco vote tomorrow on the restructuring plan. Look for the stakeholders to accept it as is, and wipe out the common shares. More on when they come out of restructuring in January, as to whether they will be a good buy.
* Sony is having its problems. I still maintain that in Q1 2006, it will be depressed, and with news that Microsoft is selling Xboxs at a loss (software is the money maker), Sony should bounce back on the announcement of PS3 coming out. I heard that the PS3 can play any game on disk...if thats true, there may be more people lining up to buy those than the Xbox, due to older game inventories on the homefront.
* A while back, I mentioned that Walmart would be a big winner this season. Numbers out so far show that they did well this weekend, and will gain momentum over the holidays. I still think they will beat expectations next report. Overall shopping in the US was expected to be 22% better than last year.

That's all for now. Congrats to Edmonton on winning the Grey Cup!