B*A*R*R*O*N*S GAME Long - Short Edition.....

There goes LAM! Down. 2.5%. Look at all the recent downgrades...

>18-Jan-07 CIBC Wrld Mkts Downgrade Sector Outperform Sector Perform
18-Jan-07 Bear Stearns Downgrade Outperform Peer Perform
18-Jan-07 Needham & Co Downgrade Strong Buy Buy
16-Jan-07 Deutsche Securities Downgrade Buy Hold
1-Dec-06 HSBC Securities Downgrade Overweight Neutral
21-Nov-06 AG Edwards Downgrade Buy Hold

Something looks wrong here!
 
Final short ideas*

PEIX down 2.3% could go to $12

LAM Research who knows looks wobbily.

Heelys. Probably going to El Crasho!

MOT too far gone already $26 to $18.
XNL impressive that it holds here....
 
Quote from stonedinvestor:

Final short ideas*

PEIX down 2.3% could go to $12

LAM Research who knows looks wobbily.

Heelys. Probably going to El Crasho!

MOT too far gone already $26 to $18.
XNL impressive that it holds here....
More...


haha HLYS, that and CROX are what we call a FAD. I did invest in HLYS on IPO day made a few bucks and ran far away.

CROX will disappear as fast as they came. HLYS will need to keep the FAD going, there is no way I think it can stay put for another 2 years.
 
Out of the gate:

NAV very strong seems to have put on the biggest extension of gains.

CECO

KALU

TXI

>>>>> All look good do your DD and wait for interday or fed inspired pullback......
 
Well the results are in Folks!

Our Long will be Texas Industries! TXI.
Yes I know I was already on ET $5 ago with this name but take a long view of the stock it looks like it's got the gumption to go on a move here..

Our short will be Lam LRCX. Why not? Uninspiring> but the chart looks like it will be seeing $40 soon. And Heelys reversed up today and is just too scary for the stonedinvestor.

I'd love to add Netflix or Force Protection into that list but they weren't in Barrons were they?

Doing more research on NAV. Tough story to get one's arms around- will take time.
 
Has anyone noticed our short LCRX? We are in at $47 and change and here we are at $45.

DON'T YOU ALL LOVE THE BARRONS GAME!!!!

When we had our big up day yesterday did you astute ET'ers notice as I did that Lam was punk! It was a signal that further weakness is to come.....
 
RESULTS BARRONS GAME LONG-SHORT EDITION*
- Our Long Ideas-

China Mobile was down 28 cents for the week.
Chicago Bridge & Iron up 66 cents
Shire flat
Int Flavors minus $1.00!
Dannone up 84 cents.
These have all been eliminated. You will have lost no money here.

Remaining Longs>

Texas industries up $3 for week!
KALU up $3 for week!
and the big winner... NAV up $5 !

Our short idea LAM LRCX dove DOWN $2.

Folks if you didn't latch on to any of these do so now!
 
Stoned- a couple of Barrons roundtable guys like John Neff mentioned NBR, and that's up as least 2pts since mention as well.

ps where's your report on this weeks Barrons? You're late! :)
 
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