Friday, October 13, 2006

 

Fly Sell: ATHR

I sold short 5,000 shares of ATHR @ $20.55.

Comments:
What do you think about shorting some retail, since its ran up quite a bit, oil is creeping back into the picture, and its freezing ass cold outside?
 
I think its a good idea.

What do you have in mind?
 
broker, what is your thesis behind shorting ATHR so much?
margin pressure? note: Cramer pushed ATHR last month as a cheap tech stock.
 
ANF
 
Cramer touted ATHR 30% ago. The stock is richly valued and they have too much revenue concentrated with too few clients, namely UTSI 10%+.

Be careful with ANF. That store is on fucking fire.
 
that damn RACK is about to hug 30!!!
very tempting short here!
 
I don't think its on fire as much as ATHR. hang on!!
 
semis are kicking ass and taking names.
 
The stores are hot. ANF that is.
 
what do you think of BRCM short here?
 
Considering I am getting smoked in ATHR, BRCM looks great here.
 
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