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Strategies & Market Trends : gary smith shorts and longs

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To: drsvelte who wrote (314)1/28/1999 1:46:00 AM
From: Fortinwit  Read Replies (1) of 430
 
svelte:

Longs:
MKG

Shorts:
ASBC or FTU

I like being short banks if we're going to correct now. I hate having as much C as I do though.

RMBS scares me... so volatile. I'm with you... made my year last year shoring KLIC and AMAT from the spring through summer. Kept the shorts on in October. Ooops.

F.
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