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Gold/Mining/Energy : Big Dog's Boom Boom Room

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To: profile_14 who wrote (143863)1/18/2011 6:02:02 PM
From: Jacob Snyder  Read Replies (2) of 206089
 
<hedging with long puts and shorts against remaining longs>

Me too. What are your short/put candidates? Mine are:

KLIC (hi-beta semiconductor equipment)
solar stocks (the hi-debt hi-manufacturing-cost names like LDK, SPWRA, STP, CSIQ)
FLYX = airline stocks (will get slaughtered, if interest rates and oil prices rise)
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