SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Short Selling, Dark Side, Bubble Busting Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: Michael Young who wrote (312)8/23/2006 12:19:37 PM
From: forceOfHabit  Read Replies (1) | Respond to of 361
 
michael,

"Yeah, tech won't be great on the long side, but there are much better short opportunities."

Agreed. I like to follow the leverage - anything with tons of debt on the balance sheet. This has worked well for me with the car parts sector over the last year or two. Wish I'd trusted my instincts on XMSR/SIRI but I didn't.

"The basic material/construction stocks look most vulnerable."

Is that view based only on macro considerations, or do you have company specific views?

habit



To: Michael Young who wrote (312)8/23/2006 1:24:21 PM
From: Perspective  Respond to of 361
 
<basic material/construction stocks look most vulnerable.>

Which ones in particular?

I've got a couple construction suppliers, like BMHC, FRK, and some of the equipment and materials manufacturers, like MTW, TEX, CAT, IIIN.

Nibbling at steels, IPS, X, OS, but that makes me really nervous. I know they're heavily dependent upon construction, but I also respect that commodities may be in the early days of a multi-decade secular bull.

BC


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News