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

To: Bill Wexler who wrote (5200)	3/31/2009 11:38:45 AM
From: Perspective	Respond to of 6370

Ah, it's refreshing to see somebody who wants to post some trading ideas. I just started re-entering anti-tech positions for the first time in several months. Shorted some WDC, given its doubling off the low, the dismal end market demand, and the low margins in their business. Got an order to short HPQ as well given its bounce. I'm also reloading against some of the emerging markets. They've had corrections running for over five months now, and are at the tops of those ranges. I think they represent reasonable risk/reward. Can't believe TROW is trading well north of 20X earnings. What on Earth are people thinking... `BC