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Strategies & Market Trends : Earth Shaker's Salt, Pepper and Most Precious Treasures

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To: Walk Softly who wrote (50)8/12/1998 10:06:00 PM
From: Walk Softly  Read Replies (1) of 69
 
Well I guess I'll have to take my 200 points 90 at a time:-)

LARGE CAPS: CVC AMZN BBY CSC XCIT UMG ODP MSPG AOL

MID/MINI CAPS: APW JBHT AVEI CNCX PAYX BKS MERQ METG CTV GTRC DCTI VRTY TWLB INTV LSON NEON SEBL MAIR GEOC COX

Previous recs doing well with more to go: RYAN CACOA BVSN TAGS NEON ANN GPS SERO AMTC AEOS APOL *ECSGY *FDO *ASTE SRV NLCS AMSY WPSN KELL IBIS NAUT MYL

Keep your eye on HOMES sector.... DHI KBH LEN HSTR PHM TOL WBB.... DHI has a massive short position against it (like 18 day at current ADV, 1/3 of the float).... when this one BOs its gonna scream to mid 30s... these shorts have been dead wrong on this one/sector and gotta be sweating great beads of blood at this point.... I believe the WSJ may be improperly involved.... if it turns out they are... DHI is gonna fly even further......

SHORT TXCC if it can't BO 19
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