no stock willbenefit more, page-14

No-way will i short a company signing contracts on a weeekly basis. However, I closing plenty long positions and today was no exception. I did open 2 new short positions today. My portfolio currently 67% short. Will probably be 80% short by end of this month. I look for stocks on crazy PE's and have lousy macro situation facing them. eg BBG is now entering the zone. Shorted it at 10.40 all the way down about 17 months ago. Went short again today at exactly same price. But not a big position. just taking it slow in this mkt. nevertheless am only 20% cash. everytime i say its 'too dangeous' a new opportunity appears.