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Pastimes : Clown-Free Zone... sorry, no clowns allowed
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To: Earlie who wrote (65364)2/7/2001 11:57:11 AM
From: Perspective   of 436258
 
If you can get a reasonable entry (tough today due to their warning), a BELM short here might be a decent bet. Electronics products distributor that has typically received little respect due to the debt they carry. Earnings estimates are falling, and guys like this get hammered in a slowdown. I've been amazed how well they've held up to date.

Any thoughts?

BC
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