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Gold/Mining/Energy : Moderated Daytrading Canadian Stocks In Realtime

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To: the Chief who started this subject3/30/2001 11:17:55 AM
From: Ally  Read Replies (2) of 235
 
Chief, thanks for starting this moderated thread.... very necessary to keep discussions sane.

Just posted to other thread before I realized there is this new moderated. Shorted CMS at $31.50. The whole EMS sector will feel pinch of slowdown in telecom equipment makers. CMS would meet expectations for Q1, however, I expect Q2 to be bad. Also, it has gone through many acquisitions in 2000, plus moving to new premises, plus it had a record good year in 2000.... all positioning for a fall this year. However, be careful, cause the balance sheet is strong. Keep the short short.
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