Jul 30, 2014 | Uncategorized
Back in 2008, the world seemed to be ending. As banks failed, investors fled to liquidate holdings, unemployment surged, and aggregate demand tanked, there was one sector that many expected to benefit from the seeming financial apocalypse: low-end retailers. While...
Jul 29, 2014 | Uncategorized
When rumors surfaced of Zillow’s (Z) acquisition of Trulia (TRLA), both stocks immediately jumped, with TRLA 12 points in a matter of minutes. With over a million shares of TRLA shorted, this was a significant problem for a lot of long/short funds, especially as both...
Jul 24, 2014 | Uncategorized
Under Armor (UA) is a growth stock in a non-growth market. Sports apparel and footwear have a limited market size that can only grow so far, yet this stock has shown robust top-line growth that has pleased growth investors who have held the stock for a long time. UA...
Jul 22, 2014 | Uncategorized
Once again, Chipotle (CMG) blew away expectations with a strong quarter of revenue growth and earnings, as the food chain saw revenues grow 28% to top $1 billion for the quarter. The stock rose 10% immediately after the report, brining its P/E ratio to 56 and leaving...
Jul 18, 2014 | Uncategorized
Despite the growing tensions in Russia, financial stocks have had a good week, with earnings results showing strong return on equity and strong EPS to shareholders, despite declining revenues in certain corners of the market. Trading continues its steady decline, with...
