Random Long Opportunity of the Day
In the chart below IG is plotted on a weekly basis. This chart is quite compelling as the stock has wound up in a very well-behaved manner b/t the flag pattern formed by lines (1) and (2) dating all the…...
Analog Update
Toward the end of last year and for the entirety of this year, our framework for thinking about 2013 has been as follows: 2012 marked a 4th consecutive annual gain for the market (Dow); historically that had happened only six previous times…...
Government Officials in this Foreign Industry Pressing for Consolidation Following Scares in Recent Years; Related Stocks Could Benefit
Remember the scare over contaminated Chinese dairy from 2008? Lots of children falling ill, some actually dying. Regardless, all bad news. Stocks like SYUT, a U.S.-listed, Chinese dairy producer highlight this bad news: peak to trough it declined by ~90%…
Shenzhen +22% and Shanghai +12% Since Barron’s 6/24 Call for a Chinese Credit Crisis; Why Won’t China Just Crash on Cue?
A-shares traded on the Shenzhen Stock Exhange and the SSEC are up 22% and 12%, respectively, since Barron’s penned a cover story on 6/24 calling for a renewed credit crisis. Hmm. Something seems amiss here. If you recall, we wrote…...
Time to Take Profits on this Short, Look for Long Entry Point?
On 8/1 we suggested JCP and SHLD had much more downside and were relics of the past. Specifically, we shorted JCP. While nothing was done on SHLD, we nonetheless have gotten that call wrong so far as the stock is…...
Additional Update to Favored Single-Stock Long Idea
TIVO has moved up nicely today to ~$12.72. As it has done so, it has begun to push the final boundaries of all the long-term resistance that’s in play which has needed to be cleared to help catalyze the material…...
Catalyst May be Nearing for a Favored Technical/Fundamental Long Idea
Yesterday, Multi-Channel news reported that TIVO may be interested in acquiring SEAC. This is very important vis-a-vis our TIVO thesis: SEAC is effectively a software company that provides platforms for viewing/streaming video across disparate devices, including mobile SEAC would compliment…...
Silver Update
On 9/16 we noted the USD was breaking 30 month support on the heels of Larry Summer’s announced withdrawal from the race to replace Bernanke. We suggested this could be a good, corroborative signal to our bullish, long-term silver thesis. As…...
Repeating Pattern & Break-Out in This Stock Could Lead to Material Rally
We’ve highlighted CVO in the past, both on the site on 9/18 at $2.97 and via email since then as updates. Per that previous work, we’ve highlighted the stock’s flag/consolidation pattern b/t lines (1b) and (2b) and have noted that…...
Recent Decline in Rates to Continue Near-Term but Likely to Reverse over Time
Dating back to July of last year I’ve advocated the idea that bond yields were nearing the end days of their secular move lower. Beginning in May of this year we explicitly began to communicate the precise end of that…...