Short Ideas, to hedge long oil/natgas/uranium positions:
UAL or FAA airlines Message 27217886
KLIC semi-equip Message 27073509
solars (hi-debt lo-margin: CSIQ, STP, SPWRA, LDK)
HYG, corporate junk bonds Message 27223338
MUB, muni bond ETF Message 27221321
NFLX, Netflix
Streaming videos on the net, has low barriers to entry. It will be a commodity, with low margins. Amazon, Facebook, or someone else will provide an equal service, and NFLX stock will collapse. In addition, this go-go kinky cloud stock will get dumped, whenever investors flee risk.
disclosure: closed my short positions last Thursday; planning on reloading shorts on any market upmove. |
