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Arsene Lupin

 
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  • What's The Sohn Shining On This Year?
    Thu, May. 8 JBLU, CTRP, LBTYA Comment!

    Summary

    • Best ideas from Ira Sohn Conference for the retail investor.
    • Based on both macro and stock specific lenses.
    • JetBlue, Fannie Mae and Liberty stand out.
  • Sell In May? 5 Viewpoints And A Conclusion
    Fri, May. 2 SPY, DIA, QQQ 9 Comments

    Summary

    • Should you sell stocks and raise cash with the "summer swoon" in mind?.
    • Answer is know what kind of investor you are - index picker, sector picker or stock picker?
    • The summer swoon has the biggest impact on index picker and certain sector pickers.
  • AT&T: Interesting On A Total Return Basis
    Thu, Mar. 13 T 10 Comments

    Summary

    • Concerns about competitive weakness overblown.
    • The company has CapEx tailwinds and value-driven on subscribers and Europe.
    • Tailwinds on both earnings and dividend suggest AT&T as a good total return play.
  • What Do The Hedge Fund Tea Leaves Tell Us?
    Tue, Feb. 25 ABX, BAC, BP 4 Comments
  • F5 Networks: 'Cloudy' Play With Clear Future
    Wed, Feb. 12 CSCO, CTXS, JNPR 1 Comment
  • 4 Ways To Play The Power Crisis In Internet Data Centers
    Tue, Feb. 4 LSI, MU, NMBL 6 Comments
  • Sector Strategy: 2014
    Thu, Jan. 9 AGG, IVV, IWM 5 Comments
  • The Case For ARM Over Intel
    Fri, Jan. 3 ARMH, INTC 35 Comments
  • KKR: 4 Reasons To Buy After The KFN Acquisition
    Dec. 27, 2013 KKR 10 Comments
  • 2014: The Case For 'Reverse Rotation' Into Bond CEFs
    Dec. 24, 2013 21 Comments
  • GE: Reasons For Cautious Optimism
    Nov. 30, 2013 GE 5 Comments
  • Potash: Rain Over, Sunnier Times Ahead?
    Nov. 15, 2013 BHP, MOS, VALE 12 Comments
  • Alcoa: Don't Get Caught Up In The Recent Earnings Beat
    Oct. 27, 2013 BHP, FCX, AA 14 Comments
  • IBM: A Down Before Up Story
    Oct. 22, 2013 IBM 10 Comments
  • Cypress Semi: 4 Reasons To Be (Very) Careful
    Oct. 7, 2013 ATML, CY 2 Comments
  • Oracle: When Sometimes Bad Is Good
    Sep. 30, 2013 HPQ, MSFT, IBM 3 Comments
  • Emerging Markets: From Basket Case To A Basket Of Potential Investments
    Sep. 24, 2013 EPHE, ERUS, EWM 3 Comments
  • 5 Reasons To Consider AT&T
    Sep. 19, 2013 VZ, T 10 Comments
  • Invest In Investment Banks For The M&A Boom
    Sep. 16, 2013 GS, JPM, MS 1 Comment
  • Potash: 4 Reasons To Buy
    Sep. 15, 2013 BHP, MOS, POT 11 Comments
  • Why Microsoft Buying Nokia Is Smarter Than You Think
    Sep. 9, 2013 NOK, MSFT 14 Comments
  • Corning : A Must Have For A Blue Chip Growth Portfolio
    Sep. 6, 2013 GLW 17 Comments
  • DuPont: Confusing, But Potentially Lucrative
    Sep. 4, 2013 DD 4 Comments
  • 4 Reasons To Consider GE
    Aug. 29, 2013 EMR, HON, GE 29 Comments
  • Altera: Short-Term Caution, Long-Term Buy
    Aug. 27, 2013 ALTR Comment!
  • A Safe Growth Play In A Volatile Market
    Aug. 23, 2013 MU, SNDK 8 Comments
  • Broadcom: Why The Glass Is Half Full
    Aug. 19, 2013 BRCM 6 Comments
  • IBM : 5 Reasons To Sell?
    Aug. 9, 2013 ACN, ORCL, MSFT 66 Comments
  • 5 Reasons To Favor Qualcomm
    Aug. 1, 2013 QCOM 20 Comments
  • Potash: 5 Reasons To Buy
    Jul. 27, 2013 POT 42 Comments
  • 4 Reasons To Consider Blackrock
    Apr. 1, 2013 XLF, BLK 3 Comments
  • BGC Partners: A Bet Worth Considering
    Feb. 13, 2013 BGCP 8 Comments