ZachStocks

I am the Managing General Partner of Stearman Capital, LP; an Atlanta based hedge fund. The fund focuses on recently issued securities and companies issuing IPOs. The fund seeks positive returns in all market environments while strictly managing risk. I have earned the Chartered Financial Analyst (CFA) designation and have been involved in alternative investments for 7 years. My hope is that my passion for the markets will inspire some and offer good ideas for individual investors to pursue.

Archive for August, 2007

30 Aug

Atheros Communications (ATHR)

After looking through Netgear recently and digging through annual and quarterly reports, I came across one of their suppliers that also looks interesting on the short side. Atheros Communications (ATHR) makes many of the chips that go into wireless devices. The company’s product lines are included in many PCs, networking items such as […]

28 Aug

NutriSystem Inc. (NTRI)

Many of us have seen the Dan Marino commercial lauding the benefits of the NutriSystem (NTRI) weight loss program. The company helps people lose weight by actually delivering food to customers in pre-measured ready to eat servings. The company has been adding new customers quarter by quarter and hopes to have 1 million […]

27 Aug

Nucor Corp (NUE)

The last time I mentioned Nucor was in July just before a quick 15% plus move lower by the stock. Since that time we have had some time to digest new economic information and gain a few more pieces of the ever-evolving puzzle. I mentioned that most analysts continued to be optimistic about […]

24 Aug

Cognizant Technology Solutions (CTSH)

I was scanning through charts this week looking for names with strong runs that have begun to break down. The idea is to catch names where there are momentum players trapped who are likely to sell once they realize a trend has been broken. Obviously, I want to use this screen as an […]

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