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Strategies & Market Trends : gary smith shorts and longs -- Ignore unavailable to you. Want to Upgrade?


To: backman who wrote (357)2/8/1999 12:17:00 AM
From: Fortinwit  Read Replies (1) | Respond to of 430
 
backman/thread:

Longs:
(none)

Shorts:
AFC (if it breaks below 50, no support for about 8 - 10 points)
APCC (support @ -3 points)

F.



To: backman who wrote (357)2/8/1999 11:35:00 AM
From: Smilodon  Read Replies (2) | Respond to of 430
 
Is anybody having success on the long side?

I doing well this year, but almost all trades are shorts.

I can't decide if that is just what the market is giving me, or is my long selection methodology too strict.



To: backman who wrote (357)2/8/1999 11:05:00 PM
From: scaram(o)uche  Read Replies (1) | Respond to of 430
 
I rarely recommend a short position in a biotech, being a bull for the sector, but ENMD should dip below $15/share (?) this week......

prnewswire.com

Why would Children's and Folkman choose GZMO if they were pleased with ENMD? I think this statement probably tells it all......

"Genzyme possesses the manufacturing and commercialization expertise, the
technical and financial resources, and the willingness to make the needed
strategic commitment to develop this compound."

Children's has become their own competitor.



To: backman who wrote (357)2/9/1999 10:29:00 PM
From: scaram(o)uche  Respond to of 430
 
Nice call on ENMD. (eom)