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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: dave rose who wrote (2069)	11/12/2003 6:23:20 PM
From: russwinter	Respond to of 110194

Not really, just using a package. I'm profitable on GTRC from 34, and KSS from 55. I'm about breakeven/profitable a tad on TGT from 41, and AN from 18.75. I'm short SBUX at 31, and I shorted FD at 43, and finally am short LOW way too early at 48. I might consider TIF towards 50.

To: dave rose who wrote (2069)	11/13/2003 2:06:04 PM
From: russwinter	Read Replies (2) \| Respond to of 110194

Notes from WMT call today: biz.yahoo.com October was slow, Nov. looks about the same. Quote to analysts, "We don't see the strength that many in your industry (Wall Street) see." "Consumer is cautious, facing liquidity issues." Offered little comment about XMAS, other than to say, "I'm looking forward to XMAS PERSONALLY." A funny way of saying, we don't have a clue how it will turn out. This is not even "my dog ate the homework" excuses from WMT. 25-30X earnings for retailers in this environment? biz.yahoo.com

To: dave rose who wrote (2069)	11/14/2003 9:12:35 AM
From: russwinter	Respond to of 110194

My contrary indicator Merill Lynch put out a buy today on this tulip bulb. Always reliable MER did a good job of putting in the top on retailers like TGT, WMT, and TIF earlier in the week, and right before yesterday's big swoon. Good opportunity to short this one today. 07:26 ET APOL upgraded at Merrill Lynch 65.32: Merrill Lynch upgrades Apollo Group to Buy from Neutral based on the following factors: enrollment trends in the industry remain positive, firm believes that APOL's expansion into new states holds significant growth potential, and firm believes that Resource and FlexNet should help the co grow its top line while driving margin improvement, which gives them more confidence that APOL can meet or beat Street expectations. Target is $74.