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nikko, I'm holding MANU short, whisper number is -.12, also shorted MBK, it's too high, IMO, also kept AVIR short, covered TCTV, looked hard at shorting CMB, they have a big stake in Brazil, if Brazil tanks hard tomorrow, CMB maybe tomorrow. Also there's some crappy nets out there to keep an eye on to short,IMO, many have come down, but remember, they are in weak hands, they will shake out easily in a down market, you know which ones I'm talking about, without mentioning them. IMO, it's going to be a shaky week. Still holding ASL in case gold pops. I really hope the market tanks big so we can scoop up cheap quality nets again. |
