here is something useful from briefing.com
a list of potential short candidates for 2003 -g-
notice how well one would have done by shorting this guy's picks in 2002
06:21 ET Dorfman's 10 favorites for 2003 Bloomberg columnist John Dorfman's Top Picks for 2003: Northrop Grumman (NOC), General Dynamics (GD), Occidental Petroleum (OXY), Halliburton (HAL), Corus Bankshares (CORS), Alliance Capital (AC), Duke Energy (DUK), Merck (MRK), OshKosh B'Gosh (GOSHA), Lone Star Steakhouse (STAR)... John Dorfman is president of Dorfman Investments in Boston. In 2002, his top 10 list lost 51%, including reinvested dividends, compared with a 23% loss for the S&P 500 |