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 : Picks of the quarter
ATHR 6.500+4.8%Dec 5 9:30 AM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Elroy who wrote (3023)4/2/2007 10:30:43 AM
From: Mike McFarland  Read Replies (3) of 20435
 
50 cash
20 short OMX, Officemax
10 long GLGC, Gene Logic
10 long ANDS, Anadys
10 long INFI, Infinity

I walked into Officemax or Office Depot the other
day, and the stuff I was going to buy was twice
as much as ordering it online from Newegg.com, so
that is my 30 second short idea. I have seen
Best Buy and Circuit City both offered up as
short ideas of late, taking two seconds to check
out the PE of Office-whatever, suggests maybe it
is not a bad idea here too.

The three small biotechs are all pet stocks that
I follow. It would not surprise me to find them
all selling off a notch from where there are now
six months hence. I have reservations about owning
all three of those stocks right now, but for
whatever reason I am still fond of them.

Cashboy is so bearish he is reading this stuff again:
articles.moneycentral.msn.com

I don't expect to be posting any trades or monitoring SI
much these next six months, but good luck all and I'll
be sure to check out the list of winners at the end.
I do not expect to beat the S&P again myself and never
in my 15 years of following the stock market have I ever
felt less confident of my stock picking ability. Wisdom?
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext