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  • 10 Most Important Earnings Reports For This Upcoming Week [View article]
    Think ADTN going to get hit on earnings judging from recent put buying at the Oct 25 strike...
    Oct 13 07:57 am |Rating: 0 0 |Link to Comment
  • FIRST COVERAGE WEEKLY SENTIMENT (October 13, 2009) [View instapost]
    It would be interesting to graph the First Coverage Sentiment indicator against the S&P if historical data is available. I would suspect it would be a contrary indicator because sell-side Analysts are always behind the curve and are notorious for poor market timing.
    Oct 12 22:10 pm |Rating: 0 0 |Link to Comment
  • Knight Capital: Bulls Expect Another Push [View article]
    SCHW takeover rumor....
    Oct 09 17:27 pm |Rating: 0 0 |Link to Comment
  • Small Cap Technology: Five Potential Takeovers  [View article]
    Adding ROVI, TIBX, BCSI
    Oct 09 11:50 am |Rating: 0 0 |Link to Comment
  • Small Cap Technology: Five Potential Takeovers  [View article]
    Ultimate Software (ULTI) is perking my interest with suspicious activity. Shares are trading at $28.68, yet a few traders have bought the November $35 calls today pushing the price higher, and in relative large lots for a thin name as 225 trade vs OI of 10. The internet software company trades 51X forward earnings and has a 12.44% short float, 17.3 days to cover. Earnings are set for October 28th. The company supports human resources with its software including talent management software, much like SucessFactors (SFSF) that recently traded to new highs. All time highs on this stock is $40, but this action makes me think someone could know something into earnings, and although I recently highlighted SFSF as a potential small cap Tech takeover target, maybe Ultimate Software is the name I should be looking at.
    Oct 08 15:20 pm |Rating: 0 0 |Link to Comment
  • Small Cap Technology: Five Potential Takeovers  [View article]
    KNOL and DST are two names I also like
    Oct 05 12:40 pm |Rating: 0 0 |Link to Comment
  • Rayonier Attracts Unusual Options Trade [View article]
    In that context the S&P is 53% it's 5 year highs, so in relative terms RYN would be overvalued (only 20% from highs) when considering comparable valuation metrics to the S&P 500.....


    On Oct 02 09:58 AM yank wrote:

    > Joe:
    > All well and good except for the part of "overvalued and nearing
    > its all-time high". I don't know what its "all-time" high is but
    > RYN @$39 is trading 20% off its 5-yr high, which was $49.55
    > Just wanted to put your comment in its proper context. RYN may or
    > may not be overvalued at this point but over the past 50 years timber
    > has produced a return that easily matches or beats the S&amp;P.<br/>
    >
    > Yank
    Oct 04 23:15 pm |Rating: 0 0 |Link to Comment
  • Rayonier Attracts Unusual Options Trade [View article]
    Is it more likely the trader bought the calls as protection and went short 960K shares. I see the shares traded on an uptick, but for this size of a trade and the liquidity it could easily be a short equity position. I think that would make more sense as a trade....0.56 delta on the calls offers protection, but not perfectly hedged. There does not appear to be much reason to be long shares int his over-valued REIT nearing all time highs.
    Oct 01 08:38 am |Rating: +1 0 |Link to Comment
  • Speculative BioTechs: Finding the Next 10-Bagger [View instapost]
    3 Month Check In:

    Stock Bought Current % Return
    JAZZ $0.74 $6.52 781.08%
    QLTI $2.09 $3.89 86.12%
    CEGE $0.54 $0.28 -48.15%
    CAPS $0.68 $0.64 -5.88%
    EPIX $0.47 $0.01 -97.87%
    INHX $0.32 $0.45 40.63%
    CYCC $0.60 $1.02 70.00%
    LJPC $0.20 $0.18 -10.00%
    HEPH $0.37 $0.47 27.03%
    HNAB $0.29 $0.63 117.24%
    ALTU $0.30 $0.34 13.33%
    SNSS $0.21 $0.40 90.48%
    SPPI $2.70 $6.80 151.85%

    93.53% Average
    Aug 11 22:54 pm |Rating: 0 0 |Link to Comment
  • TiVo: Waiting for Echostar Saga to Settle  [View article]
    TIVO - Noticed the other day a big roll of July 10 puts to August 10, around 10,000 contracts looking for further downside, meaning it could end up losing this litigation
    Jul 15 20:37 pm |Rating: 0 0 |Link to Comment
  • Grocery Stocks: Fallout Coming in Highly Competitive Industry [View article]
    SVU cuts Q1 guidance today, shares fall 11%+
    Jun 24 08:57 am |Rating: 0 0 |Link to Comment
  • Grocery Stocks: Fallout Coming in Highly Competitive Industry [View article]
    Will face the same problems...that is why they are included


    On Jun 15 09:12 AM User 402353 wrote:

    > Obviously including PTRY and CASY as full line groceries shows how
    > littel research went into this article
    Jun 15 12:54 pm |Rating: +1 0 |Link to Comment
  • WSP Holdings: A Favorable Risk / Reward Opportunity [View article]
    Nice, WH showed up on my unusual volume screen and looks very cheap on valuation...like the ties with China!
    Jun 10 15:21 pm |Rating: 0 0 |Link to Comment
  • Speculative BioTechs: Finding the Next 10-Bagger [View instapost]
    JAZZ up 300% today
    Jun 10 13:40 pm |Rating: 0 0 |Link to Comment
  • Smart Money Betting on Heavy Machinery Stocks  [View article]
    GE is a conglomerate with exposure to financial, appliance, and even alternative energy industries. Not a pure play that I would include here.


    On Jun 10 09:14 AM buoy wrote:

    > This is sort of a "no-brainer", being that the rest of the world
    > is in the process of modernizing. You should have included GE in
    > your list.
    Jun 10 11:12 am |Rating: +3 0 |Link to Comment
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