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Strategies & Market Trends : Pump's daily trading recs, emphasis on short selling

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To: t_w_b who wrote (340)5/8/2001 9:28:53 PM
From: Michail Shadkin  Read Replies (1) of 6873
 
TWB - Re: SMTF short

I dont follow this one at all, but after a brief look here are my thoughts.

2001 pe is 119
2002 pe is 50
cap is 1.89 billion

Seems very pricey to me.
Currently sitting in the middle of their 52 week trading range after a rally from 20 to 36

Probably a decent short, but I would rather stick with low cash and significant burn rate money losers like SKIL and RVDP.
Also, would prefer DTHK to SMTF in this space

Whenever a choice: profitable company vs a money loser. To me it is pretty clear and dry.

Just my thoughts.

Michail
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