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OLM We 10/12/11

Posted By: Chuck Bower
Date: Thursday, 13 October 2011, at 1:50 p.m.

In Response To: OLM We 10/12/11 (Jason Lee)

This looks like a choice between doing one thing well or another not-so-well. With no homeboard and opp owning an anchor, I don't recognize this as the kind of position where we can deliver a knockout punch (w/cube) anytime soon. That argues for long term assets. The fact that the 6-point is overloaded is even more reason to shun the hit.

5(2)

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