Pump's daily trading recs, emphasis on short selling Message Board

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

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To: Michail Shadkin who started this subject	5/22/2001 9:59:38 PM
From: Michail Shadkin	Read Replies (1) of 6873

Review of current holding: I balanced my portfolio today, as a Nasdaq run to 2500-2600 seems like a real possibility. Hope I am wrong. Nasdaq showed great strength again as the Dow retreated. Rotation out of the DOW and into the Nasdaq seems to be occurring. BVEW will try to add some shares tomorrow at the bottom of recent trading range 2.70 EPAY what a run after they got initiated with a hold rating. who was buying at 10??????? looked broken at the close. lots of room to fall. GADZ looks like a very nice value play. earning were ok, company seems on the ball in cc. Expectations were quite low going in. I see stock moving to mid 17s within a week or sooner. HYGS fuel cell stocks got deflated a bit today, but looks like a nice hold for now. stop at 6 IMNR they got pumped again today. biz.yahoo.com almost added at 6.80 but decided to wait for 7.25 INTU very nice earning report, even exceeded my expectations when they announced a 500 million buyback program this one could very easily get into the 40s within a week looking to take profits on 1/2 around 35-37 ITWO they got initiated with a buy today by SG Cowen target 33 analyst must be smoking crack to justify that price stop 29 LNUX earning in AH were very ugly about 9 months away from running out of cash will continue to hold and add high 5s MFNX small run today nothing could make me cover this except lots of new financing see you at ZERO NOVL ugly disappointing earning AH as they missed by 6 cents sold 1/2 in AH and will sell rest in the morning and move on RNWK finally showed signs of retreating lots of room to fall back to 11 stop 15.25 SCMR this pos makes me laugh how can anyone buy this dog will add mid 13s

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