October 7, 2014 by Enis • Commentary

Not all self serve beverage stocks are created equal.  At the same time that SODA is down to new all-time lows today after a big drop in sales and profit guidance, GMCR is hitting new …

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October 6, 2014 by Enis • Commentary

Priceline has been in the doldrums for much of the past year.  The stock was a bull market leader throughout 2009-2013, but has been missing from the leader board in 2014.  Even with the Nasdaq’s rally …

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October 3, 2014 by Enis • Commentary

Gold is the latest commodity to break multiyear support, tough the precious metal has essentially held right at its 3 year low so far today: While GLD has made a minor new low, front month …

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September 30, 2014 by Dan • Commentary

Since WYNN’s parabolic rise of about 50% from the December 2013 lows to the March 2014 all time highs, we have taken a fairly dim view of the stock’s prospects.  The stocks’s ascent had been …

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September 25, 2014 by Dan • Commentary

Over the course of 2014 we have taken a shot with long exposure in Qualcomm (QCOM) on a couple of occasions, with little to show for it.  The stock has been a massive under-performer to the …

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September 23, 2014 by Enis • Commentary

The chorus of cries of “weak breadth” and ” weak internals” has intensified in the past couple of weeks.  The S&P 500 index has remained near all-time highs, but the Russell 2000 has severely lagged. …

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