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More from Jim Chanos: The contrarian fund manager also says he's short Coinstar (CSTR -2.4%) and...

More from Jim Chanos: The contrarian fund manager also says he's short Coinstar (CSTR -2.4%) and Dell (DELL -0.2%) on account of technology trends. Chanos expects the adoption of streaming video to gradually eat into Coinstar's DVD rental sales, and he predicts tablet proliferation will do a number on Dell's PC business.  (video)
Comments (5)
  • Josh Krause
    , contributor
    Comments (1361) | Send Message
     
    But CSTR is going to be offering a streaming service this year.

     

    That is what the press release stated at least.
    12 Apr 2012, 09:40 AM Reply Like
  • Castrese Tipaldi
    , contributor
    Comments (46) | Send Message
     
    You have really to be smart to short the cheapest stock in S&P500, Dell (18% free cash earnings yield, +94% since 2006, +140.5% accounting for shares bought back in the period).
    12 Apr 2012, 09:48 AM Reply Like
  • The_Hammer
    , contributor
    Comments (4265) | Send Message
     
    Chanos is a smart guy. dell been on my watchlist for a while and I cannot get myself to bite eventhough the financials are absolutley dirt cheap. probably seeing rimm and nok and a number of other techs get blindsided by tech innovation. I do realize dell is moving toward service orientation but so is about everyone else. How can this be good long term for margins?
    12 Apr 2012, 11:06 AM Reply Like
  • yumy87
    , contributor
    Comments (209) | Send Message
     
    Ultra ultra wrong on CSTR - Coinstar - huge run up in shares after market on big results pre-announced! Certainly in response to Chano's short....
    12 Apr 2012, 11:58 PM Reply Like
  • vphibbs
    , contributor
    Comments (140) | Send Message
     
    Oops.
    14 Apr 2012, 10:47 AM Reply Like
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