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Demon,

No need to worry. Clearly FB is the Big Kahuna of CAPs HB analysts.  It is a privelege to exchange ideas.  Now it will be even more fun to watch our horses race.  With you and FB........the opportunities for profits are endless.

My posting will branch out.  SPF is simply an ugly sniping shitzu in dog eat dog world.  It is simply amazing how Wall Street lets this BS persist.

We will have a lot of fun with RYL and CTX.  Both overvalued and niether may make it until the end of the year.  One has too little backlog and too high payables putting on a path for life support, the other, well if you have to ask then I failed.

We also have BestBuy, Bellard has this one as a buy recommendation.  Bellard is a bright guy but bunch of BestBuy's sales are no money down deferred financing, somepeople call that subprime lending if you can believe that. 

The next four weeks could be some of the most interesting we have seen in a while.  The REAL deterioration in the actual economy currently unwinding  is unlike anything in history.  Where this ends up is anyone's guess.  We could all be broke.

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