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To: yard_man who wrote (154912)3/7/2002 2:13:50 PM
From: reaper  Read Replies (3) | Respond to of 436258
 
adding to Americredit (ACF) short and getting long some Mar 30 puts in anticipation of February report of the securitization portfolio (can't remember if its out tomorrow or early next week; my recollection is that they do it on the 12th, which would be Tuesday). January report was ugly; would expect to see some seasonal improvement in February and if the bulls don't get it.....

Cheers