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To: Alias Shrugged who wrote (2310)8/31/1998 11:07:00 AM
From: Lucretius  Read Replies (1) | Respond to of 14427
 
I rec MYG jan 2000 30's for L-T capital appreciation and L-T cap gains tax!

as the housing sector slows, consumer cyclicals will be crushed. Especially appliance makers. I like WMT and HD along the smae lines, but I fell MYG puts are better priced.

-Lucretius



To: Alias Shrugged who wrote (2310)8/31/1998 11:15:00 AM
From: Thean  Read Replies (1) | Respond to of 14427
 
Anybody reputting CCI here? Agree WMT will be a good put here.

A good put (yet again) for me include UN and WPI

Short the evil tower some more. It is falling off the cliff. <gg> I rate it as the single best short idea. The risk is their upcoming quarter beats $0.19. If they fall short, we should see $15. BFT has the same reward/risk potential as SCTR.