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To: reaper who wrote (150837)2/12/2002 3:22:31 PM
From: reaper  Read Replies (2) | Respond to of 436258
 
out 1/2 ImClone (IMCL) long; rest (with a basis of $8 after two good (read: lucky) trades) I'll hang around for $80 <g>

Cheers



To: reaper who wrote (150837)2/13/2002 10:04:32 AM
From: ild  Respond to of 436258
 
reaper, CSGP is down over 3 points. Another great call!



To: reaper who wrote (150837)2/13/2002 10:25:58 AM
From: reaper  Read Replies (1) | Respond to of 436258
 
out CoStar (CSGP) short @ $20. Subscription business with declining deferred revenue; missed top line, guided down; easiest tell in the book.
Message 17051226

still hanging in short on Lamar (LAMR) for earnings tonite. Long Whole Foods (WFMI) for earnings tonite and still long Agile (AGIL) for earnings tomorrow. [note: Agile basis is $12 9/16 so if it gets to $14 before earnings I'll just take the money]

Cheers


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