October 22, 2014 by Dan • Commentary

Back in early August (original post below), I initiated a long position in AT&T with the thought that their generally poor Q2 results were reflective of an increasingly competitive mobile landscape, and that the iPhone …

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August 8, 2014 by Dan • Commentary

For a sleepy stock, AT&T (T) has had an active past few weeks, trading in a nearly 10% range: The stock broke out to new 52 week highs late last month when Winstream (telco provider) …

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July 16, 2014 by Dan • Commentary

Joy Global is up nearly 8% making new 52 week highs on takeover rumors. Options volumes exploded, trading almost 10x avg daily volume, with most of the activity in short dated call buying, as expected, …

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February 28, 2014 by Enis • Commentary

The S&P 500 made a new closing high yesterday, a frequent phenomenon since the index broke out to new all-time highs last spring.  Interestingly, ever since that breakout to a new all-time high, VIX spot …

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November 4, 2013 by Dan • Commentary

Last week AIG reported Q3 results that by most accounts were a mixed bag with a murky outlook that sent the shares down 6.5% on Thursday.  The one day decline was the largest in more …

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August 29, 2013 by Dan • Commentary

Last night URBN announced that they had authorized a share repurchase program for up to 10 million shares, as there prior buyback from Aug 2011 had been fulfilled.   Back on Aug 19th, URBN reported …

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