April 12, 2016 by Dan • Trade Updates

If you’re like me, and you watched the final round of the Master’s golf tourney on Sunday, then you were subjected to what might be considered cruel and unusual punishment at the hands of IBM’s …

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October 19, 2015 by Dan • Commentary

Last Monday we took a look at IBM following the announcement of DELL and EMC’s intention to merge.  While IBM could be a candidate to split some its faster growing cloud based businesses from their slower …

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October 7, 2015 by Dan • Commentary

I assure you this post is NOT a victory lap.  But over the past couple years we have had some choice words as it relates to the guidance given by Yum Brands (YUM), and specifically …

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February 18, 2015 by Dan • Commentary

Shares of Facebook (FB) have been in a seven month base, trading between $70 and $82 with the most of the price action between $74 and $78: During this period, options prices have ground down …

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February 11, 2013 by Dan • Commentary

Since last summer we have posted our share of cautious comments (below) on YUM Brands given their heavy exposure to China, and what appeared to be weakening trends for fast service restaurants in the U.S. …

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