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Top Contributions from Andrew Horowitz
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Sears Holdings (Moderation of Revolving Credit Is Not Good News)
Black & Decker (Moderation of revolving credit is not good news)
Merrill Lynch (MER)/Bank of America (Subprime Exposure)
Capital One Financial (The Fat Lady's Not Singing Yet for the Economy)
UltraShort Oil & Gas ProShares (Oil Sector Fundamentals Are Faltering)
AutoNation (Strong forecasts, Eddie Lampert and Bill Gates buying)
United States Natural Gas Fund, LP (Natural Gas Is Oversold)
Altria Group (Investment funds lifting tobacco ban?)
REYNOLDS AMERICAN (Investment funds lifting tobacco ban?)
British American Tobacco (British American Tobacco (BATS-LN)/Bulls/Investment funds lifting tobacco ban?)
Philip Morris International (Investment funds lifting tobacco ban?)
Astoria Financial (Disregard for the rules is going to hurt AF)
Freddie Mac ("Risk of downgrade, degrading financial condition")
American Axle & Manufacturing Holdings (Union problems in AXL)
Sanderson Farms (Financials look good)
Sanderson Farms (Opportunity to move higher due to corn price ceiling.)
Interactive Brokers Group
Lehman Brothers (Implications of preffered sharing release in credit crisis)
Research in Motion (Long term outlook)
Research in Motion (RIMM: Pure domination)
Capital One Financial (Charge offs declining, not in economic expansion)
American Express Company (False sense of security)
Freddie Mac (Risk of downgrade, degrading financial condition)
Freddie Mac (Bears)