Tuesday, September 18, 2007


"I got my cake"

BBY looking good on the 3 year weekly chart.
This might be crazy, do you guys think it might make sense to actually go long LEH?
LEH "beat" estimates that had been significantly lowered in recent weeks.

LEH's explanation for their terrific results don't pass the smell test.

I think they punted for a quarter in hope that the business environment would improve. If it doesn't, all the ugliness comes out in the fully audited results next quarter.
In other words, you "ott not."


Thanks for the re-intro to early eighties fashion, Fly.


Sneaky little ALVR worth keeping an eye on...
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