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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Spekulatius who wrote (16723)	4/1/2003 9:08:51 PM
From: Spekulatius	Respond to of 78663

Shorted DIS as a hedge to my long positions Travel & leisure stocks could take a pounding because of War's threat of terrorism, SARS and the like - business highly travel related - theme park, movies could be impacted by threat of SARS, terror lack of discretionary spending - movie business under pressure, lack of success for its own production, dependent on Pixar - possible debt downgrade - high management compensation, stock options expenses - worldwide operations could be impacted by anti- american stance due to war - declining operating results for years + strong franchise, must have stock + cyclical rebound possible (but in my opinion already priced in)