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Pastimes : Clown-Free Zone... sorry, no clowns allowed
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To: reaper who wrote (150837)2/13/2002 10:25:58 AM
From: reaper  Read Replies (1) of 436258
 
out CoStar (CSGP) short @ $20. Subscription business with declining deferred revenue; missed top line, guided down; easiest tell in the book.
Message 17051226

still hanging in short on Lamar (LAMR) for earnings tonite. Long Whole Foods (WFMI) for earnings tonite and still long Agile (AGIL) for earnings tomorrow. [note: Agile basis is $12 9/16 so if it gets to $14 before earnings I'll just take the money]

Cheers
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