In a tough year for short-sellers, it might be time to move away from a few stocks, Yahoo Finance Senior Columnist Mike Santoli said Friday.
"It seems to me that the shorts have kind of made the money they're going to make in U.S. Steel right now," he said, noting that a lot of the successful short positions that have worked earlier in the year were in the basic materials space, due in part to the slowdown in China.
But, he added, the stock was "one of the best-performing big stocks in the fourth quarter the last 10 years."
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Meanwhile, Lumber Liquidators may have exhausted its downward trajectory.
"It's a very expensive building material stock. It's cheap flooring. Everyone knows the story about home improvement," Santoli said. "They' have a very aggressive sort of expansion plan. Short-sellers have talked about poor quality, insider selling, still very expensive, something like 30-something times next year's expected earnings.