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To: $Mogul who wrote (1574)12/17/2007 3:25:39 PM
From: SouthFloridaGuyRespond to of 1718
 
I'd rather sell the at the money puts if I wanted to own (i.e. FSLR). The premiums are incredible and a few of them are overbought.

I'd sell the LDK calls here though, too much too fast and the company could still turn out to be fraud (my sources say it is).

March 70's are at around $15, that's more than 1/5 the price of the stock to "short" for 3 months after overbought conditions. Not bad!



To: $Mogul who wrote (1574)12/18/2007 11:27:33 AM
From: SouthFloridaGuyRead Replies (1) | Respond to of 1718
 
I don't know if I have posted this already, but Commercial Real Estate lending REITS are basically screwed. One has to understand the subordination of CMBS to see that some of these guys own a lot of mezzanine crap which is WORTHLESS.

I won't give out names in public, but they are out there if you do your due diligence.



To: $Mogul who wrote (1574)12/21/2007 11:56:06 AM
From: $MogulRead Replies (1) | Respond to of 1718
 
Ho, Ho, Ho...as called.