Short Selling, Dark Side, Bubble Busting Laboratory Message Board

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Strategies & Market Trends : Short Selling, Dark Side, Bubble Busting Laboratory

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To: Michael Young who wrote (312)	8/23/2006 12:19:37 PM
From: forceOfHabit	Read Replies (1) of 361

michael, "Yeah, tech won't be great on the long side, but there are much better short opportunities." Agreed. I like to follow the leverage - anything with tons of debt on the balance sheet. This has worked well for me with the car parts sector over the last year or two. Wish I'd trusted my instincts on XMSR/SIRI but I didn't. "The basic material/construction stocks look most vulnerable." Is that view based only on macro considerations, or do you have company specific views? habit

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