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The Matt Earl, Evil Knievil, Lucian Miers, Tom Winnifrith Summer Bear Portfolio revisited and updated view

Tom Winnifrith
Tuesday 21 October 2014

Back in the summer, July 9, the 4 Bears sat down and compiled our top ten shorts for the summer. There has been one disaster – Concha (CHA) – but despite that an average loss (gain for us) of 18.2% per short is not bad. So where do we stand now?

I speak not for the others but for myself and based on conversations we have had of late. Would we buy any of these stocks? Certainly not. Which in my view are still shorts?

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About Tom Winnifrith
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Tom Winnifrith is the editor of TomWinnifrith.com. When he is not harvesting olives in Greece, he is (planning to) raise goats in Wales.
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