martes, 8 de julio de 2008

shorts and longs! tips for the day

There was a guy, I broker or a trader, (promess to look up for its blog) who quoted himself as a bearish marketer...and reading what he had to say, a felt, by the end of it, a little bearish myself too. Reasons to sell are overwhelming, so, there are only to choises as I see it, to be taken from now on: take your downgraded stocks and hold them tight, sell everything in high heels regardeless whether its related or not to oil pumping.

If you feel like the market is recently going anywhere but where you think... then you should feel like these clons
(gogoye galery (R))

Here is a list of my favorite shorts and longs.
shorts:
Valmont Industries (VMI)
Illumina Inc (ILMN)
Walter Industries (WLT)
Salesforce.com (CRM)
Credit Corp Ltd (BAP)
Flowserve Corp (FLS) despite recent recomendating to outperform
Priceline.com (PCLN)
Smith International Inc (SII)

Longs:
Starbucks (SBUX)
Citgroup (C)
Alon USA (ALJ)
General Electric (GE)
Wellcare health Plans Inc (WCG)
Dean Foods Co (DF)

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