Don Dion's Instablog Don Dion 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. Mr. Dion is also the trustee of the Dion Family Foundation which focuses on helping individuals with tuition assistance for high school and college education and health care. He is activily involved with Massachusetts General Hospital, Saint Dominic's Regional High School and serves as a trustee of Saint Michaels College. Mr. Dion is the former publisher of the Fidelity Independent Adviser (http://www.fidelityadviser.com/) family of newsletters, which provides to a broad range of investor commentary on the financial markets, with a specific emphasis on mutual funds and exchange-traded funds. With more than 30,000 subscribers in the United States and 29 other countries, Fidelity Independent Adviser publishes two monthly newsletters and one weekly newsletters. Its flagship publication, Fidelity Independent Adviser, has been published monthly for 16 years and reaches over 25,000 subscribers. Mr. Dion is also the founder of Dion Money Management (http://www.dionmm.com/), a fee-based investment advisory firm for affluent individuals, families and nonprofit organizations, where he was responsible for setting investment policy, creating custom portfolios and overseeing the performance of client accounts. Founded in 1996 and based in Williamstown, Massachusetts and Naples, Fl., Dion Money Management managed over $900 million in assets for clients in 49 states and 11 countries when he sold the company to Focus Financial Partners in 2007. Mr. Dion was the co-founder, Chairman and C.E.O. of Litchfield Financial Corp. "LTCH" a NASDAQ listed company which went public in 1992 and was acquired by Textron Corp. in 1995. Don was also the Executive Vice President, C.F.O. and General Counsel for Bluegreen Corp. "BXG" a NYSE company from 1986 to 1988. Mr. Dion graduated with honors from Saint Michaels College in 1976 with a B.S. degree in Economics and Business Administration. He received his J.D. degree from the University of Maine Law School in 1979 and his LL.M. degree from Boston University Law School in 1982. After law school, Mr Dion was employed as a tax lawyer with the Boston Law Firm of Warner and Stackpole from 1983 to 1985 and Ernst and Young as a C.P.A from 1979 to 1983. Mr. Dion can be reached at DonaldDion@Gmail.Com. Don Dion http://seekingalpha.com/author/don-dion/instablog FIVE Unlocking Today Could Put Pressure On Price http://seekingalpha.com/instablog/114885-don-dion/1453341-five-unlocking-today-could-put-pressure-on-price?source=feed 1453341 The lock up period is over for FIVE today.

The stock may come under pressure today for several reasons: 1) There are several VC and PE firms that can now sell a very large amount of stock, 2) There are many insiders in management that can now sell, 3) stock has run up since pricing so insiders may be inclined to sell, 4) Academic studies show that IPOs with quality underwriters tend to react negatively on the unlock day, 5) The price has been trending down recently in anticipation of today, 6) Volume has also been building while the price has been declining.

Disclosure: I am short [[FIVE]].

]]> Tue, 15 Jan 2013 06:47:43 -0500 The lock up period is over for FIVE today.

The stock may come under pressure today for several reasons: 1) There are several VC and PE firms that can now sell a very large amount of stock, 2) There are many insiders in management that can now sell, 3) stock has run up since pricing so insiders may be inclined to sell, 4) Academic studies show that IPOs with quality underwriters tend to react negatively on the unlock day, 5) The price has been trending down recently in anticipation of today, 6) Volume has also been building while the price has been declining.

Disclosure: I am short [[FIVE]].

]]> five Retail IPOs The Short Case For Thor Industries, Inc. http://seekingalpha.com/instablog/114885-don-dion/1398091-the-short-case-for-thor-industries-inc?source=feed 1398091 Elevator Pitch

Thor Industries may see it's stock under pressure today. Bill Albert who is a senior editor at Barrons wrote a bearish article in this week's edition detailing the fact that THO has been selling more recreational vehicles to its dealers than the dealers have been selling to its customers. This phenomenon has been going on now for over a year. Mr. Albert also cites Mark Roberts who has recommended shorting THO. Mr. Roberts firm has proved correct in 80% of its sell recommendations since 1995 according to Bill Albert.

I think it is possible that THO will be under pressure today and follow in HLF's footsteps because the Street is very interested in short stories right now and Monday will be a light trading day causing more downside volatility for a stock that has a negative Barron's story around its neck.

Disclosure: I am short [[THO]].

]]> Mon, 24 Dec 2012 09:57:33 -0500 Elevator Pitch

Thor Industries may see it's stock under pressure today. Bill Albert who is a senior editor at Barrons wrote a bearish article in this week's edition detailing the fact that THO has been selling more recreational vehicles to its dealers than the dealers have been selling to its customers. This phenomenon has been going on now for over a year. Mr. Albert also cites Mark Roberts who has recommended shorting THO. Mr. Roberts firm has proved correct in 80% of its sell recommendations since 1995 according to Bill Albert.

I think it is possible that THO will be under pressure today and follow in HLF's footsteps because the Street is very interested in short stories right now and Monday will be a light trading day causing more downside volatility for a stock that has a negative Barron's story around its neck.

Disclosure: I am short [[THO]].

]]> tho hlf Retail JACK Gets Nice Upgrade http://seekingalpha.com/instablog/114885-don-dion/771531-jack-gets-nice-upgrade?source=feed 771531 After B of A gets downgraded by Moody's, it's analyst upgrades Jack in the Box two notches!

Disclosure: I have no positions in any stocks mentioned, but may initiate a long position in [[JACK]] over the next 72 hours.

]]> Fri, 22 Jun 2012 08:10:23 -0400 After B of A gets downgraded by Moody's, it's analyst upgrades Jack in the Box two notches!

Disclosure: I have no positions in any stocks mentioned, but may initiate a long position in [[JACK]] over the next 72 hours.

]]> bac jack Restaurants Banks The Ultimate Gold Valuation http://seekingalpha.com/instablog/114885-don-dion/234977-the-ultimate-gold-valuation?source=feed 234977 We have successfully made it to the second round in the MarketWatch contest to find, “The World’s Next Great Investing Columnist.” Please review our newest entry by visiting the link found below. Like last time, you can vote for us by clicking the “Like” button found at the top of the page.

Thanks for helping us spread the word about our publications. Your support is greatly appreciated!

The Ultimate Gold Valuation

]]> Wed, 09 Nov 2011 16:39:15 -0500 We have successfully made it to the second round in the MarketWatch contest to find, “The World’s Next Great Investing Columnist.” Please review our newest entry by visiting the link found below. Like last time, you can vote for us by clicking the “Like” button found at the top of the page.

Thanks for helping us spread the word about our publications. Your support is greatly appreciated!

The Ultimate Gold Valuation

]]> Help us become The World's Next Great Investing Columnist http://seekingalpha.com/instablog/114885-don-dion/228458-help-us-become-the-world-s-next-great-investing-columnist?source=feed 228458  

MarketWatch is holding a contest to find, "The World's Next Great Investing Columnist," and we would like your support for our publications. Please review our entry by visiting the link found below. You can vote for us by clicking the “Like” button found at the top of the page. Thanks!
 

http://blogs.marketwatch.com/great-columnist/2011/10/18/5-etfs-with-the-diversity-you-need-now/

 

]]> Wed, 19 Oct 2011 16:40:26 -0400  

MarketWatch is holding a contest to find, "The World's Next Great Investing Columnist," and we would like your support for our publications. Please review our entry by visiting the link found below. You can vote for us by clicking the “Like” button found at the top of the page. Thanks!
 

http://blogs.marketwatch.com/great-columnist/2011/10/18/5-etfs-with-the-diversity-you-need-now/

 

]]> Two ETFs Approach Retail Differently http://seekingalpha.com/instablog/114885-don-dion/55016-two-etfs-approach-retail-differently?source=feed 55016 Retailers are set to unleash their fourth quarter earnings on the market, with Wal-Mart's (WMT) report due before the market opens on Thursday.

Next week, Target (TGT), Home Depot (HD) and Lowe's (LOW) report as well.

Investors can play these reports with an ETF that has large positions in these companies, or play the broader impact of their reports with a…READ MORE  

To access my special Ultimate Inflation Protection Guide click here 

Try my new ETF Action newsletter today! click here

]]> Thu, 18 Feb 2010 10:26:40 -0500 Retailers are set to unleash their fourth quarter earnings on the market, with Wal-Mart's (WMT) report due before the market opens on Thursday.

Next week, Target (TGT), Home Depot (HD) and Lowe's (LOW) report as well.

Investors can play these reports with an ETF that has large positions in these companies, or play the broader impact of their reports with a…READ MORE  

To access my special Ultimate Inflation Protection Guide click here 

Try my new ETF Action newsletter today! click here

]]> xrt rth wmt tgt hd low shld ETF Retail Personal Finance consumer fundamental analysis