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Non-Tech : Bill Wexler's Trading Cabana -- Ignore unavailable to you. Want to Upgrade?

To: lindend who wrote (3954)	8/7/2008 8:47:58 PM
From: RockyBalboa	Respond to of 6370

RCL has a higher beta; only risk is that someone aquires it. CCL is quite big to buy out. Its still not a bad sector to short; all depends on whether consumers scale back; and whether energy prices stay high; thus driving up costs for the shippers. The fact that Europe is deteriorating fast, currently, and no new impulses from asia should help the case. also look at STNR. This has a habit of tanking hard and fast on negative surprises. (as mentioned earlier they have troubles to pass on those costs to consumers).