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Well, for what its worth, my view is that SEEK is the weakest of the three sisters (XCIT, LCOS, SEEK). Of the five big portals, so far they have been the only one to miss earnings for the past quarter -- LCOS will report last next week (11/19). I have shorted LCOS previously, although not as successfully as I would have liked. Today LCOS appeared to be losing a bit of its strength, say, in comparison to XCIT.
My favorite short is DCLK. It doesn't have the volume as do the portals, so it doesn't move quite as fast. But it still is plenty liquid, and the spreads are generally reasonable. Plus, it clears thru Pershing and I usually get fast fills thru my broker.
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