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Strategies & Market Trends : Value Investing
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To: anializer who wrote (33969)3/28/2009 6:41:12 PM
From: Spekulatius  Read Replies (1) of 78702
 
Anializer - thanks for your opinion on NRG. I do agree that the debt is the largest deterrent, especially in the current environment. Still i think that the EXC bid puts a floor under the stock and there is potential upside.

I also let go of KALU as well as some clunkers in my portfolio. I agree that the market looks overbought short term, in particular the Nasdaq. I ams thinking about buying some puts on QQQQ for protection - those puts are pretty liquid and can be traded without high friction cost.
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