Andrew: Yeah, the attack for the A@P shorts has been interesting, and actually kind of fun. It sorta gets boring parsing the same press releases for new meaning all the time, but these assaults get the juices flowing.
You hit the nail on the head: it comes down to deployment, and risk/reward ratio. If we deploy, we kick ass; if we don't, then we're out a good chunk of money. I believe the reward is so great that the risk is worth it, and so I'm staying long.
Our charming A@P friends might well make some money, too. I suspect the Barrons article will knock us down a point or two on Tuesday, but I'd advise them to cover quickly and move on--I wasn't kidding when I said that shorting this stock could be the equivalent of a market order on an IPO (cliche' or not, although I've sure as hell never heard it...). This stock could easily double in a day, given the right announcement.
Oh, and one other thing: click on Anthony@Pacific's personal profile sometime. What a sanctimonious asshole!! By the time I was through reading it I was weeping in gratitude that somewhere, somehow, another human being exists that combines the heart of Mother Teresa with the macho of Eliot Ness... |
