Bennythehana - Re: KKD, GSPN, LVLT, TALX, NMTC
KKD, I never liked as a short and still dont. 1 day they will tumble, but for the meantime their growth rate is higher than their amazing PE.
They crush all estimates every quarter.
Stock hard to short, and a short squeeze paradise for the pigs.
Not me, not now.
I hate donuts, but the pigs seem to like them a lot.
GSPN, still richly valued, terrible sector, but they do expect profits going forward.
They probably have more downside left, but I wouldnt get too greedy here.
LVLT, total pos, stay the course, could easily be a zero in 12-18 month. They are swimming in debt and losses.
TALX, I dont like as a short at all. Dont see any catalyst for being short here.
NMTC, I missed shorting them at 25 a week ago after mentioning them on this thread. Still think they are going lower. Personally I would start a position near 25 for a quick trade of 3-4 points down.
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Michail |
