Zeev's Turnips - No Politics Message Board

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Strategies & Market Trends : Zeev's Turnips - No Politics

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To: Steve Lee who wrote (54365)	4/22/2002 3:04:24 PM
From: orkrious	Read Replies (1) of 99280

What r your thoughts on LLTC? I only did it as a very short-term trade. I already covered. The valuation combined with the exposure to telecoms combined with the broad top it is just below would seem to make it look good. A little concerned about the inevitable bullish spin that will be put out with the book 2 bill PR so am easing into this one. Agree completely on the valuation. However, i too am concerned about the b/b. I am only going to hold my core semi equip shorts overnight. If the number is spun as good, really no matter what it is, I will put add'l shorts back on into it. I think the last generals are fading here, and the market is smelling the double dip. Now, if I can only get my homebuilders and ACF to tank. <G>

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