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

To: Paul Senior who wrote (18248)	12/23/2003 8:42:35 PM
From: Steve168	Read Replies (1) \| Respond to of 78744

Paul, is RCRC making the toy cars in China? I have seen model cars selling US$1-2, and the $20 ones are really detail.

To: Paul Senior who wrote (18248)	12/23/2003 8:47:49 PM
From: Steve168	Respond to of 78744

With the market tide lifting all boats, it is time to think about what to short/hedge when tide go down (maybe in late Jan). I prefer to short stocks with following characteristic: 1. Large market cap stock, with smaller competitors more agile and profitable in the same sector. 2. Big debt/equity number, servicing debt is becoming an issue soon. 3. A mature industry with a lot of players, fierce competition and no real profit for everyone. 4. Big insider selling numbers. 5. In an industry that is about to be replaced by new emerging industry. Any ideas are welcome!!! Thanks and Merry Christmas, Steve168