United Rentals, Inc. (URI) Well Positioned for the Government’s Infrastructure Rebuilding Plans United Rentals, Inc. (URI) is an equipment rental company organized into two operating Segments. (1) The General Rentals segment rents and leases construction …
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The retail sector is one of the best performing since the early hours of Nov 9th following the surprise election results, with the XRT (the S&P retail etf up nearly 15%, very near 52 week …
Continue readingHere are some apparently directional options trades that caught our attention in today’s trading: GLD: the shiny metal has sat out the explosion in metal and mining stocks over the last month or so, with …
Continue readingShares of Anheuser-Busch InBev (BUD) are down 23% from their 52 week and all time highs made in late September, and down 16% on the year. After a nearly 7 month consolidation between the low $120s …
Continue readingIt’s been a newsy year for Facebook (FB). In the Spring, at the height of the presidential election primary period, a former employee made news by stating that curators routinely suppressed conservative news stories in their …
Continue readingOn November 3rd, Starbucks (SBUX) issued fQ4 results that were better than expected, despite U.S. same-store sales missing expectations for the fourth consecutive quarter (4% vs 4.8%), with CEO Howard Schultz citing a “high degree of …
Continue readingOn Nov 9th, the day after the US presidential election it was clear that some big funds got caught flat footed and a massive rotation within equities was upon us. While U.S. stocks have been …
Continue readingThe VIX (CBOE Volatility index) recently touched the fairly low level of 13 on October 24th. Since that day, it has seen seven straight up days and is now above 20 on today’s nearly 20% …
Continue readingCostco (COST) will report fiscal Q4 results tonight after the close. The options market is implying about a 3% move tomorrow in either direction. That’s rich to the 4 qtr average one day post earnings …
Continue readingDespite mounting pressures, both internally and externally, for a divided FOMC (as evidenced by the July minutes) to raise short term interest rates for only the second time since June 2006, the yield in the …
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