Say No to Shares of Netflix, Trulia and Cree

Netflix shares will soon fall due to the higher content costs they are paying, as well as the fact that its DVD business is dying, says Brad Lamensdorf, portfolio manager for the AdvisorShares Ranger Equity Bear ETF. Lamensdorf is also betting against real estate Web sites Trulia and Zillow, saying that the pair are spending far too much to acquire customers and are disliked by the real estate agencies. Finally, Lamensdorf is bearish on Cree's stocks because he believes Home Depot is cutting into its market share by introducing its own brand of lighting.