Monday, December 31, 2007

Quick Note

Selling winners and buying losers here - all daylong [end of year/beginning of year parity trade].

I haven't shorted winners just yet, but I expect to get short FSLR and AAPL before the close. Others I am considering are BIDU, PCLN, AMZN, DECK and ISRG (all institutional darlings).

On the long-side, I have been scaling into COH and SBUX already and I am looking for other losers; even C (lordy).

I won't go crazy with the number of names, but I will get crazy enough to short winners and get long some losers.

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