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Don Dion
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Don Dion (donalddion@gmail.com, @DRDInvestments) is the owner and Chief Investment Officer of DRD Investments, LLC, based in Naples, FL. and Williamstown, MA., a family office focused on managing a long/short hedge fund, real estate assets and various other financial assets for the Dion family.... More
My company:
DRD Investments, LLC
My blog:
fidelityadviser.com
My book:
The Ultimate Guide to Trading ETFs
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  • SHLX Quiet Period Expires Today, 11.24
    • The quiet period for SHLX, whose IPO debuted in late October, is scheduled to expire on November 24th.
    • SHLX's pipeline systems link major offshore and onshore production regions with critical refining markets to major demand markets.
    • Along with SHLX's growing revenues and net income, its upcoming (likely positive) analyst reports could boost the firm even higher; studies show returns of 2%-6% during this event period.
    • We suggest investors consider buying in ahead of the quiet period expiration to take advantage of the forecasted short-term jump.
    • Full analysis here.

    Disclosure: The author is long SHLX.

    Tags: SHLX
    Nov 24 8:35 AM | Link | Comment!
  • Quiet Period Expirations For SIEN, SHLX, BOOT On Monday, 11.24
    • Busy Monday for SIEN, SHLX, BOOT investors -- the quiet periods for all three expire Monday, 11.24.
    • Studies show returns of 2%-6% during this event period, particularly if coverage is initiated by more than one underwriter/analyst.
    • Impressive underwriting teams for these newly public stocks could give all three a strong boost.

    Disclosure: The author is long SIEN, SHLX, BOOT.

    Tags: SIEN, SHLX, BOOT
    Nov 21 11:20 AM | Link | Comment!
  • Follow Up: Lockup Expiration Heritage Insurance Is Monday, 11.24
    • HRTG's lock up period will end on November 24, 2014; at this point, hundreds of HRTG's original shareholders will be allowed to sell their HRTG stock for the first time.
    • HRTG stock recently hit a new high; long time insiders, holding restricted shares numbering over 23 million, could be itching to sell.
    • The supply shock could cause a potential short opportunity; academic research and the studies of our own firm support this possible outcome.
    • Full analysis here.

    Disclosure: The author is short HRTG.

    Tags: HRTG
    Nov 20 7:37 PM | Link | Comment!
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