mishedio: I am a major bull on the Semi sector, though we *could* see a short term pullback as we have many times to date. But I expect the semi equip stocks such as KLAC are finally going to break out of their trading ranges. When I see semi stocks for 10-30x earnings, I know it's time to buy. As LRCX's CEO stated last week: we've most likely hit the bottom. So obviously I wouldn't even think of shorting AMAT, XLNX, MU, etc. Shorts I *am* considering include ATHM, ZIXI, HSAC, EPNY, NCNT, OPWV, DSLN, INSW, HOMS, and possibly GOAM. I even have a thing against AOL and KO, but I'm not brave enough to short those. Also TRLY (nice hedge to buy YHOO and short TRLY IMO). But realize that I am market bullish at the moment, so I'm not shorting. But I'll probably consider *some* shorts/Puts soon. HOMS in particular. I do like your SONS (@25-27) and NETE (@40) shorts.
Later,
- Zen |
