The market crash has given us a great opportunity to take profits in our short positions. As a sharp bear market rally can take place any moment, we recommend covering AKAM around $13, VMW around ...
BUY TO COVER AFFX,WFR,KEY,ANAD,GE,SNDK,IBN,MOT
Using our methodology, all of our short positions with the exception of VMW, AMLN and RHBBY should have been covered by now. If not fully scaled out yet, we suggest aggressively covering AFFX, WFR, KEY, ...
SHORT RHHBY ( ROCHE), SHORT AMLN (AMYLIN)
Roche's acquisition of DNA ( Genentech ) shows change of the company's long practiced successful strategy by the new CEO. This indicates lack of confidence in the prior strategy. The new strategy is in reality ...
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