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Pastimes : Clown-Free Zone... sorry, no clowns allowed
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To: patron_anejo_por_favor who wrote (117024)8/15/2001 5:54:46 PM
From: Lee Lichterman III  Read Replies (3) of 436258
 
Thanks for the answer, I figured it was something that would work in their favor and make things more murky.

Joel - I liked your answers as well. -ggggg-

Marginmike - Why do you feel SFA is a good short? I am bullish on this one and was thinking of making a long term long on it. PE not too high, digital cable with interactive capabilities just starting to roll out so good growth potential and thus far, it seems like only SFA and MOT are in the market. MOT cant walk and chew gum without falling on their faces so SFA was going to be my play. Do you see warning signs somewhere I don't? It is my understanding that they don't finance purchases so no debt worries that I know of, no debt period really and plenty of cash on hand. What am I missing?

Good Luck,

Lee
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