F – Buyer of over 50k of the Jan14 18 calls, mostly for 0.32, shortly after the open. F has not traded above $18 since January 2011 (high in 2013 is 18.02). FDX – Buyer to …
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MorningWord 11/4/13: If you have been tuned into the financial press over the last week there appears to be a bubble forming in labeling the U.S. stock market, well, a bubble. Usually the comment is …
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Back in May, we highlighted the persistence of high short-interest in some of the big year-to-date-winners. Dan posted commentary with the title, “Concentrated Longs with High Short Interest are a Trader’s Dream” which highlighted TSLA, …
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First Solar is another roller coaster stock. I am fascinated by stocks like these because the market’s perceived value of these companies has changed so rapidly from year-to-year. That volatility indicates that traders and investors …
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MorningWord 8/7/13: On Monday I took a quick look at the frothy action in Web 2.0 stocks ytd (FB, YELP & Z) vs their Web 1.0 peers EBAY, AMZN & YHOO in an effort to …
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Enis got the solar industry on our radar a few months ago with this piece. His point, which I agree with is that the solar industry is on the verge of mainstream, and like the …
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Dan mentioned the very strong outperformance of high short interest names with concentrated holders a few weeks ago in his Morning Word. In that post, he highlighted a few names: Which leads me back to …
Continue readingFSLR reports after the bell today. The stock has been on a tear ever since it announced on April 9th much better than expected sales for 2013 and also raised sales guidance for 2014 and …
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