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…...
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…...
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…...
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…...
I want to reiterate my belief that Europe, like China, is set to out-perform U.S. equities moving forward. That thesis remains grounded in the chart below, which shows the ratio b/t the Vanguard Euro Vipers ETF and the SPX. The…...
On June 27th we had a post that noted the Baltic Dry Index (BDI) was about to break out from a bullish looking technical pattern. Since then, the BDI is up 75%. Not bad. We also suggested that because shipping…...
As I have belabored over and over – TIVO is my single favorite long idea. In the chart below I have inverted its price. We’ve looked at this one so many times now it pays to trick our brain by…...
We became bullish on food retail and wholesale in February and espoused why in this post. We highlighted SWY as a very attractive looking name within the group and have commented on it relentlessly in emails. At the time of…...
Here is a list of 12 interesting long opportunities, all of which have compelling bullish looking patterns that are in the process of completing. I already own SD at $5.50 (via an email the other day) and continue to like…...
The USD bottomed in April 2011; silver peaked at the same time at its decade-long high of $50. Since then the USD has been in an uptrend defined by line (1) support; silver has been in a downtrend defined by…...