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Toddo On TV: What's Lehman's Next Move?


Markets, movers and more.

Toddo asks, what's Lehman Brothers' (LEH) next play? The intention is to deleverage, which is symptomatic of the debt destruction he's been speaking about.

Toddo's eyeballing gold, quietly down 27% from its highs earlier in the year. It speaks to the structural shift toward deflation.

Research In Motion (RIMM) will roll out a new flip model of its famed Blackberry this fall, but Toddo (who's joined at the hip with his) isn't a buyer of widget-makers in a deflationary environment.

Toddo notes that consumer non-durables continue to trade well. Clorox (CLX), Procter & Gamble (PG), Colgate Palmolive (CL) and Kimberly-Clark (KMB) are eying 52-week highs and margins should improve as input prices decline.

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No positions in stocks mentioned.

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