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Strategies & Market Trends : Mish's Global Economic Trend Analysis -- Ignore unavailable to you. Want to Upgrade?


To: Earlie who wrote (51278)5/16/2006 5:35:12 PM
From: Earlie  Read Replies (1) | Respond to of 116555
 
Earlie from Earlie:

HD got thumped today. I got lucky on the timing of this one (see earlier comments of a few days ago).

Best,
Earlie



To: Earlie who wrote (51278)5/16/2006 7:19:32 PM
From: C.N.S.  Read Replies (1) | Respond to of 116555
 
Apart from the usual suspects, look at AIC (Aames Financial). The short trade is not as crowded as the ones for other mortgage providers. Also, relatively speaking, management is more inept.