Sizing up the Swine Flu -- P34; "...like the 1918 virus, the swine flu, with a similar genetic lineage, emerged at the tail end of the flu season. As in 1918, there was only a blip of [initial] fatal cases. But in 1918, mutations of the original strain resulted in a subsequent surge of deaths." Who's to say it won't happen again?
Casual Dining Stocks: Overcooked? -- p22; two good short ideas, CAKE (Cheesecake Factory) & PFCB (P.F. Chang's).
The Other Shoe -- p19; Why everyone needs to short real estate, still. ;) Use SRS if you dare.
In terms of CRE, Barron's also mentions CBL, GRT, PEI, MPG, BEE and FCH as [good shorts] highly leveraged (>90% debt to equity) REITS.
ReplyDeleteLots of good reasons to short lots of things, but alas the futures are up yet again. This is getting old. Imagine if we trade above 888 we go right to 900.
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