Priceline Stock Will Likely Fall
Priceline stock is vulnerable to a sharp decline. The company is vulnerable to weak consumer spending and investors could quickly lose confidence despite robust earnings growth. A recommendation to short Priceline stock.
Priceline Stock Will Likely Fall
03 July 2009
Priceline stock is vulnerable to a sharp decline. The company is vulnerable to weak consumer spending and investors could quickly lose confidence despite robust earnings growth. A recommendation to short Priceline stock.
Posted in Featured, Short IdeasComments (0)
Employment Numbers Decline - Economic Green Shoots in Question
02 July 2009
Employment numbers drop as economic green shoots are called into question. Nonfarm payrolls decline by nearly a half million - banking and retail sectors could experience the brunt of the decline.
Posted in Featured, MarketsComments (1)
Shanda Games - Recession Proof?
01 July 2009
Shanda Games appears to be recession proof as SNDA continues to grow earnings and revenue quarter after quarter. The potential for a new IPO spinoff could unlock value, and second quarter earnings might relieve some uncertainty.
Posted in Featured, Long IdeasComments (0)
Four Stocks for 2009 - Second Quarter Review
30 June 2009
Four Stocks for 2009 - The friendly competition continues as we review the performance of stocks picked at the beginning of the year. Much has changed in six months and dynamics will continue to be volatile as we enter the second half of the year.
Posted in Featured, Long IdeasComments (0)
Apollo Group Earnings Eclipse $1 bil Last Quarter
30 June 2009
Apollo Group Earnings have pushed for profit education stocks higher as investors celebrate a strong quarter. But many competing stocks have high valuations and are vulnerable to a decline in coming quarters.
Posted in Featured, MarketsComments (0)
A Twist on Financial Woes - Risky China Bank Loans
29 June 2009
People's Daily exposes risky China bank loans which may have been originated expecting the full backing of the Central Government. Stimulus measures funded by these loans may be in jeopardy as banks re-evaluate their capital at risk.
Posted in Featured, MarketsComments (0)
LogMeIn IPO Plans to Raise $67 million - Where Will the Money Go?
29 June 2009
The LogMeIn IPO will raise $67 million for the remote PC access firm. New stock offerings may boost investor confidence, but this offering could prove to be dangerous.
Posted in Featured, Short IdeasComments (0)
Three Investment Trends Benefiting From Cap and Trade
27 June 2009
Cap and Trade will likely be a negative for the economy as a whole, but there are three primary investment themes which could benefit from this legislation. Alternative Energy, Financial Exchanges, and Construction / Infrastructure.
Posted in Featured, MarketsComments (0)
Ctrip - High Hopes, High Valuation, High Chance of Failure
26 June 2009
Ctrip.com International Ltd. (CTRP) is vulnerable to a decline as China consumers and global travel experience weakness. Here are a few ways you can protect your investments against a decline and potentially profit from the move.
Posted in Featured, Short IdeasComments (0)
Bad News from UBS - But Stock Likely To Find Support
25 June 2009
UBS AG (UBS) issued a preliminary outlook on Q2 and will report another losing quarter. The company is raising capital by selling 293 million shares to institutional investors. Despite bad news, the stock could actually be a strong speculative opportunity at current prices.
