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	8/20/2001 6:14:31 PM
From: Michail Shadkin	Read Replies (4) of 6873

Today Bought DIGL at 13.64 and Shorted TELM at 12.88 I think this is a great hedge position and I will be adding to it significantly in days to come. Somewhat similar businesses. DIGL cap 420 million Sep est is +.21 Dec est is +.25 2002 est is +1.17 2002 forward PE is 11.65 This company has proven in the past an ability to deliver solid EPS. TELM Cap 1.4 billion Sep est is -.16 dec est is -.15 2002 est is -.07 There is no E in the PE. This company seems like a pos and I cant imagine how they will only lose -.07 next year. I am not using any stops here. I found shares at Datek no problem today. This is value vs pos. Michail

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