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Canadian Value
Canadian Value
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Jim Chanos Gives Us a Long-Short Trade in the Technology Sector

April 24, 2013 | About:

Chanos has two long positions in his hedge fund. They are Samsung and Apple (AAPL).

He doesn't think the fundamentals on Apple have changed much.

This longs offset some pretty good-sized short positions that are directed at the hardware and PC business.

Those shorts would include Dell (NASDAQ:DELL) and Hewlett Packard (NYSE:HPQ). He thinks these companies have a glaring hole in their economics in that they are not spending much on R&D.







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Canadian Value
http://valueinvestorcanada.blogspot.com/

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