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Strategies & Market Trends : Booms, Busts, and Recoveries

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To: TobagoJack who wrote (54517)10/20/2004 3:46:51 PM
From: energyplay  Read Replies (1) of 74559
 
Don't short too much tech.

Teradyne reported bad numbers, stock went UP.
Three weeks ago, AMD had bad news , stock went UP. I now own it.
Financials are too risky to buy, so money goes to tech, energy.
JPM bank had crap report, now down.

Retail & apparel likely to get hit by high energy prices.
I shorted Coach COH and bought puts on Kenneth Cole KCP and Coach COH.
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