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  1. Roll Over Your NOV Calls…Hold GDX • December 19, 2008

    Oil futures for delivery in January keep falling, but considering the fiscal and monetary stimulus in the pipeline, I expect GDX and NOV to keep rallying in the coming weeks.

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  2. Cash out on Jo-Ann Puts for 245% Profits • December 16, 2008

    Let's take some profits ahead of today's Fed meeting. JAS could easily rally into the mid-teens in the coming weeks -- despite its weak fundamentals. JAS is trading just above $12 per share as I write.

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  3. Brace for Fed "Shock and Awe" Next Week • December 12, 2008

    Today's action in the stock market indicates that we may be past the peak of forced liquidation. As I write, the S&P 500 is down only about 1%.

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  4. Strategic Short Report: December 2008 • December 9, 2008

    Profit From the Pool Bubble Hangover How Pool Corp. Stock Is Bound to Disappoint “Recognizing the stress on our customer base of the current market conditions, we seek to balance the risk of credit losses with an ever more valuable traditional distributor function of extending trade credit. Overall, I think we’ve done a good job in achieving [...]

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  5. Jo-Ann Lowers Earnings Guidance… Watching NOVAE Like a Hawk • December 5, 2008

    We're putting the finishing touches on your issue, so you can expect a new short idea early next week. Our next play is on a company that has spent the past decade rolling up businesses that supply highly discretionary household products.

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