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Pastimes : Clown-Free Zone... sorry, no clowns allowed

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To: Earlie who wrote (200389)	10/26/2002 3:30:03 PM
From: mishedlo	Read Replies (1) of 436258

Mish Grinch List – See Criteria Below Candidate List (Unaudited for criteria accuracy but should be 90% accurate or better) GM F GT - auto COF KRB HI CCW - Consumer Credit CIT AC - Commercial Credit MTG – Mortgage Guaranty FON VZ T SBC - Telecom JPM C NCF BAC - Banks FNM FRE - Mortgage MBI - Reinsurance INHL VRTX – Biotech (has to be more here) AMZN S CDWC HDI CC ANN LIN CC TGT - Retail TYC GE - Conglomerate IBM BHE - tech GP - (is this paper or housing related or both) BA - aircraft TOL LEN BZH - Housing (any weak stocks in this sector should be considered) BA - Airlines CUM - Energy (there should be more here) WHR MYG – Consumer Appliances MTG – added 10-26-2002 WHR – added 10-26-2002 MYG – added 10-26-2006 Criteria Primary rules (need #1 + at least one of the others) 1)They have to have options(preferably leaps) and share price should be above $7 or so 2)They have to have huge debt where cash flow can not cover it 3)They have to utilize extreme leverage (these are far out chances but will provide enron like collapses if things get out of hand - FNM or JPM for example) Expectation is FNM will not go to zero but leverage will crush it on any mistake 4)They have mammoth pension underfunding with no reasonable way to get it paid back 5)They are very heavy into non-prime loans Any combination of #1 plus either 2, 3, 4, or 5 will do it. GM satisfies 1, 2, and 4. FNM satisfies 1 and 3. COF satisfies 1 and 5 I am looking for the weakest stocks in each sector, preferably non-mo-mo type stocks. Reason for #1: I have an IRA where most of my funds are. I can buy PUTs but can not short. M

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