Ultimate Short List

Post stocks you are looking to short...

Short GES - has a fairly large European presence. Got this from yahoo message board... "Europe is adding 85 stores, that doubles company-owned stores over there. France will be the second Italy. Europe operation is roughly twice more profitable than U.S." If that is true, GES is in trouble as I dont see Europeans spending money like they were. Also the weakness in the Euro will hurt their revenues. Insiders have also been selling throughout all of April.

Long REW - Ultrashort technology. This ETF I believe is short IYW which has exposure to: AAPL, CSCO, GOOG, HPQ, INTC, IBM, MSFT, ORCL, QCOM, TXN.

Most of these companies have a strong European presence.

Long EUO - Short Euro. Too much going on in Europe right now. Even if they resolve the whole Greece situation, there's still Portugal, Italy, and Spain.

Will add more later.. thoughts, comments, ideas appreciated

You beat me to it. I was thinking BIDU too. I've read that they're on the verge of a stock split and that we should take a short position AFTER the split occurs. Thoughts?

short Brazil?

Brazil short stock positions reach record in April
Thu May 6, 2010 6:03pm EDT
Stocks

Vale S.A.
VALE5.SA
R$ 43.42
+0.23+0.53%
12:00am EDT

Petroleo Brasileiro S.A. - Petrobras
PETR4.SA
R$ 29.78
-0.05-0.17%
12:00am EDT

Petroleo Brasileiro S.A. - Petrobras
PETR3.SA
R$ 33.58
-0.51-1.50%
12:00am EDT

* Short stock positions reach all time high in April

* Vale, Petrobras, Itau Unibanco, OGX at top of short list

SAO PAULO, May 6 (Reuters) - The volume of short positions
on Brazilian stocks reached an all time high in April at the
Sao Paulo stock exchange, underscoring investors' expectations
share prices may have risen too much, too fast.

Short positions in April totaled 38.52 billion reais ($20.8
billion), surpassing a previous record of 37.66 billion reais
in June 2008, exchange operator BM&FBovespa said on Thursday.

The previous record on short positions was set the month
after the benchmark Bovespa index reached an all-time high
following Brazil's second upgrade to investment grade by Fitch
Ratings in 2008.

The Bovespa .BVSP plunged 13 percent in June 2008 as
investors increased their short positions. The index dropped 4
percent last month and has declined 11 percent since closing at
71,417.27 on April 9.

The BM&FBovespa had no breakdown for the short positions
last month, but its most recent data, from April 14 to May 5,
showed the biggest positions were on shares of mining giant
Vale, state-run Petrobras, bank Itau Unibanco and oil company
OGX Petroleo e Gas.

Short positions on Vale's preferred stock (VALE5.SA)
totaled 6.65 billion reais, while for Petrobras preferred
shares (PETR4.SA) they stood at 4.62 billion reais and 1.73
billion reais for its common stock (PETR3.SA).

Itau Unibanco (ITUB4.SA), Brazil's largest private sector
bank, had short positions worth 1.69 billion reais and OGX
Petroleo e Gas (OGXP3.SA), the oil company owned by billionaire
Eike Batista, 1.18 billion reais.

The following is a list of the top 10 short positions at
the Sao Paulo stock exchange:
COMPANY STOCK VALUE OF SHORT POSITION
---------------------------------------------------------
Vale VALE5.SA 6.65 billion reais
Petrobras PETR4.SA 4.62 billion reais
Petrobras PETR3.SA 1.73 billion reais
Itau Unibanco ITUB4.SA 1.69 billion reais
OGX Petroleo OGXP3.SA 1.18 billion reais
Vale VALE3.SA 1.10 billion reais
Cemig CMIG4.SA 847.1 million reais
Gerdau GGBR4.SA 725.7 million reais
Banco do Brasil BBAS3.SA 554.1 million reais
CSN CSNA3.SA 491.2 million reais

($1=1.851 reais)

(Reporting by Elzio Barreto)

http://www.reuters.com/article/idUSN067384920100506

short NFLX - has a P/E of 45.5. Only thing making me hesitate is that there is a 20% short interest. Maybe short it on a pullback/short squeeze...
http://www.foxbusiness.com/story/mar...es-downgrades/
Shares of video-rental giant Netflix (NFLX: 100.56, -9.45, -8.59%) dropped heavily Friday after analysts at two Wall Street firms downgraded the company.

Citigroup dropped its rating from buy to hold, while Merriman Curhan Ford dropped its rating to neutral from buy. Both firms cited Netflix's near record high stock price.

"Netflix has reached our $110 price target. Thus, we see the risk-reward as less compelling," Citigroup said in a research note.

Merriman had a similar view, telling clients "we now believe any potential EPS upside in the next few years is priced into Netflix shares here."

Last month, the company hit a record high of $119.50.

Shares of the company were off more than $8 in Friday trading, driving the stock down to close to $100 per share.

bought aapl and nflx june puts yesterday b4 the close.. looking real good right now

NFLX triple top... puts looking good

Einhorn is still short MCO (who isn't short MCO)

Steve Eisman is calling the for-profit educationals the "next big short". He's someone I would listen to as he has a stellar track record.

If you think about it, it makes sense to short the for-profit educationals as students graduate and are unable to find jobs, therefore unable to pay off their student loans. Eisman compares the for-profit educations to the subprime mortgages...

"Eisman went on to cite the industry's dropout rates of 50-plus percent as another sign of poor quality; the numbers are likely understated, he added, given that the industry reports them voluntarily. "How good could the product be if dropout rates are so stratospheric?" he asked. "Default rates are already starting to skyrocket. It's just like subprime—which grew at any cost and kept weakening its underwriting standards to grow."

http://motherjones.com/mojo/2010/05/steve-eisman-big-short-michael-lewis

Short MCO
Short ESI
Short APOL

ESI and DV both down today... when Eisman says "short" you say "how many shares??"

CMG - 8% Short Interest
P/E: 33.39



RSI and Sto. indicates theres some room to go higher. So proceed w/ caution