Regular readers know that we are very happy long time consumers of almost every Apple (AAPL) product, both personally and professionally. We spend a good bit of time writing about AAPL the stock as it …
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On Sept 2nd (Name That Trade – For the $WYNN) we took a look Wynn Resorts when the stock was $72. At the time it was already down 50% from its 2015 highs, down 71% …
Continue readingHere is a quick recap of trades that we initiated, closed, or debated in the week that was Sept 8th – Sept 11th: Monday Sept 7th: Market closed for Labor Day Holiday [hr] Tuesday Sept 8th: …
Continue readingEarlier in his MorningWord, Dan said that some of the best trades on the board after last week’s late week bounce in the fade the bounce of some of the market’s fallen angels, like Disney (DIS): …
Continue readingHere is a quick recap of trades that we initiated, closed, or debated in the week that was Aug 10th – Aug 14th:
Continue readingBy now you know the score. Small cap stocks in the form of the Russell 2000 (IWM), despite still being up on the year, have of late shown relative weakness to large caps, down 7.5% from its …
Continue readingEvent: QCOM reports Q2 results tonight after the close, the options market is implying about a 4.5% one day move which is shy of the 4 qtr average one day move of about 6.5%, ranging …
Continue readingIn this weekend’s Barron’s there was a great QnA with the CIO of Bessemer Trust, Rebecca Patterson that is well worth a read, Why Bessemer Trust’s Chief Investment Officer Is Still Bullish. An answer to a …
Continue readingThe nearly 19% drop today in shares of Micron (MU) is staggering. Especially for a stock that came into the trading session down 30% from its 52 week highs, and is now down 45% on the …
Continue readingTwitter (TWTR) has itself a sort of Fairy God Father in the form of their pre-ipo investor Chris Sacca. Sacca, on his VC firm’s blog (LowerCase Capital) has issued two very detailed posts critical of management and current strategy. …
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