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Strategies & Market Trends : Shorting stocks: Broken stocks - Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Dale Baker who wrote (1961)	11/4/1998 12:57:00 AM
From: chester lee	Read Replies (1) \| Respond to of 2506

Dale, Good minds think alike. I'm also short REXI, TERA and PVN. PVN is painful, as I'm underwater by 23+ points. As soon as the liquidity dries up, the money will flow out and fly to quality. Everyone is looking for a Nov rate cut, which may not happen. PVN is worth 2 to 3 times Book. If a recession occurs, as some predict, then PVN's credit card business will have some troubles. Other shorts I'm holding are: HEPH, FIBR, ENML, REFR, SCUR, SHEL, TSAR, VTCH and ENVY. Some positions are large than others, most are underwater. Chester