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To: The Freep who wrote (62526)1/2/2003 9:59:00 AM
From: bruceleroy1_-  Read Replies (1) | Respond to of 209892
 
here is something useful from briefing.com

a list of potential short candidates for 2003 -g-

notice how well one would have done by shorting this guy's picks in 2002

06:21 ET Dorfman's 10 favorites for 2003
Bloomberg columnist John Dorfman's Top Picks for 2003: Northrop Grumman (NOC), General Dynamics (GD), Occidental Petroleum (OXY), Halliburton (HAL), Corus Bankshares (CORS), Alliance Capital (AC), Duke Energy (DUK), Merck (MRK), OshKosh B'Gosh (GOSHA), Lone Star Steakhouse (STAR)... John Dorfman is president of Dorfman Investments in Boston. In 2002, his top 10 list lost 51%, including reinvested dividends, compared with a 23% loss for the S&P 500



To: The Freep who wrote (62526)1/2/2003 10:14:38 AM
From: At_The_Ask  Respond to of 209892
 
The csco downgrade was from ubs, some greek guy said the US enterprise IT market appears to be worsening. The ATA secret decoder ring translates as: Our trading desk got caught short a bunch of csco and they need to cover and get long....g..ng..


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