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Canaccord Adams on Four Likeliest Economic Scenarios for 2009 [View article]
I see several stocks I have owned in the past but been out of for nine months and longer. One stock I do own (and haven't seen commentary on) is HOLX. I have been short against the box for six months to protect past capital gains because my analysis indicates much higher fair value. If we have recession (depression?) that lasts more than 18-21 months, my fair value estimates will be too high. But, even then, my assessment is the current price is too low.