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Bearish calls
By admin | May 9, 2008
Polyone Corp (POL): ” … Vinyl is a very hard business. It’s levered to all sorts of prices of crude and energy …don’t buy, dont’ buy… If anything, I would actually ring the register. It’s had a nice little run.”
Level 3 Communications (LVLT): “I’m torn on this one… It will not get my blessing or my push until they deliver two good quarters… because they delivered three bad quarters.”
Immersion (IMMR): “I’ve got too many of those, and they’re just not working… don’t buy.”
Sigma Designs (SIGM): ” …the quarter wasn’t there. Down at these prices, I can’t tell you to sell it… but don’t buy, don’t buy..
Oshkosh Truck (OSK): “It is so not working. I’m not touching OSK. You know that was one of my absolute favorite stocks?…”
Topics: Stock Picks |
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