Categorized | Long Ideas

update 9/25

SunTech Power has announced a deal with Lumeta to combine manufacturing of some roof products.  STP down a bit today but most solar stocks appear to be following through on recent strength.

ICE is being added to the S&P 500 which is creating significant demand for the stock today.

We also have OptionsXpress being added to the S&P Smallcap 600.  I covered my short some time back, but this may prove decent strength to sell into.

Pinnacle Entertainment announced they are submitting a proposal to build a new gaming complex in Kansas City.  It will be interesting to see if they are able to continue to raise capital for the build-out if capital markets become more challenging again.

comScore announced a new tool for analyzing segmentation of web activity.  The stock has rallied off the low from earlier this month and while it is very thin, the returns have been very attractive.

update 9/25

2 Comments For This Post

  1. borisb Says:

    STP after bouncing $10 over past 30-ish days STP looks volneerable to a tip.

  2. borisb Says:

    maybe so, but for ZACH, STP is the matter at hand.

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