SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Mish's Global Economic Trend Analysis
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Tommaso who wrote (25175)3/9/2005 7:59:01 PM
From: Earlie  Read Replies (2) of 116555
 
Hi Tomasso:

Don't like to post specifics but IBM, DELL, PLMO, INTC, TXN, CDWC are good examples from the tech sector. Others where the premiums are too high but the stocks are excellent short candidates from my perspective might include RIMM, GOOG, FLEX, CLS, (or any other electronic contract manufacturer).

Now if someone also asked me about the financial sector, I would add names like CFC, COF, MTG, FNM, etc, but the premiums are slightly higher so one might have to just short them. (g)

Best, Earlie

Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News