Chart Dump
Below you’ll find a bevy of attractive technical patterns, nearly all of which hail from the E&P space. There’s one short and that’s PERY – it has a red highlight....
Favored Single Stock Update
TIVO continues to look excellent in my opinion. It’s ever so close to breaking out if it can manage to get above line (1) in the chart below, which it has attacked with increasing frequency over the past year. Second,…...
Random Long Opportunity of the Day
In the chart below SIGA is caught b/t a very long-term triangle/flag pattern formed by lines (1) and (2). At the same time, it is being held up in the nearer-term by line (3) support. See the inset for technical…...
Chart Dump of 11 Long Opportunities
Presented below are 11 different long opportunities, all of which are part of the semiconductor sector. For background on our bullish view on this sector, please see this recent piece. If one has the available will and capital, I’d look…...
The Next Craze in Alternative Energy?
Fuel cell stocks have done nothing for the better part of two decades, save for the massive run they had in the latter stages of the 90s-era tech boom, perceived as a similar bastion of innovation that was imminently to…...
Semis On Deck
Our views on semis have evolved as follows over the past year+: 10/15/12: “…we believe semiconductors have more relative downside left vs. the broader market…” 7/16/13: “…we are ready to make a high conviction industry call on semi-conductors and suggest over-weighting the…...
Chart Dump of Nine Long Opportunities
There are nine long opportunities in the chart package below. They cover a broad array of industries including gaming, homebuilders, shipping and medical equipment. In one form or another, we’ve liked each of these industries at one point or another…...
This Works
On 6/17 I indicated I liked the publishing industry as a source of alpha/out-performance. Fundamentally, this post was prompted by the 6/13 announcement that GCI would acquire BLC for a 30% premium and that this deal likely portended additional consolidation…...
For this Relic of the Past…Upside?
Dating back to February, when JCP stood at $20, we suggested it was a dangerous falling knife with plenty more downside to go. Nearly four months ago on 8/1 I then criticized both JCP and SHLD as being relics of retail’s glory…...
Revisiting an Old Long Opportunity
On 2/20/13 we had a post on MWW. It was one that was available to the public so we removed the name/price info of the stock in question in that post and revealed it only via email. At the time…...