Hi Flemster, I am with you on some of your thoughts. Turnover is one thing but the margins can be very tight. That reflects profit. Some, JBH and MYR do look toppy. I think only a really good ann re sales will get them going up. So short is a fair bet.
Airlines are another that have skinny margins and heavy competition. Not to mention huge cap ex. A tough game. I would never invest in such sectors but would trade if opportunity presented.
I see your FMG short. It has had a good run and seems to be running out of steam.
GK I think your long on DJS is looking a bit sick. The resistance around $3+ is to strong. For me $2.90 is critical. JBH a bit ?? as well for me. IMHO. N.B. I have no position in any of the above.
