Clubber Lang May Finally Be Ready to Fight
On 7/29/14 we highlighted Mr. T as an increasingly attractive long. At the time we didn’t openly advocate an immediate position in the name, but said the following: “Would look to purchase T on a break-out this week assuming it…...
Continue to Favor Telco Equipment & With It a New Long Idea in the Industry
Late last year on 12/23 we had a post that suggested the DJ Telco Equipment Index would be a source of relative out-performance vs. the SPX in 2015. Our proxy for that call, the IGN ETF, has delivered +725 bps…...