M.D.C Holdings Earnings Provide More Insight on Housing Market But Fail to Impress

(This is an excerpt from an article I originally published on Seeking Alpha on May 9, 2013. Click here to read the entire piece.) In November of last year, I identified M.D.C Holdings, Inc (MDC) as my second favorite pick for homebuilders for 2013. The main attraction was the sharp drop in short interest in … Read more

Homebuilder Price Performance Diverges in 2013 As Shorts Continue An Uneven Retreat

(This is an excerpt from an article I originally published on Seeking Alpha on May 5, 2013. Click here to read the entire piece.) In late November, 2012, I made a list of my homebuilder picks for 2013. I combined valuation, price changes, and short interest to build the list. Almost 6 months later, it … Read more

T2108 Update (September 4, 2013) – Market Firms Up

(T2108 measures the percentage of stocks trading above their respective 40-day moving averages [DMAs]. It helps to identify extremes in market sentiment that are highly gap down to reverse. To learn more about it, see my T2108 Resource Page. You can follow real-time T2108 commentary on twitter using the #T2108 hashtag. T2108-related trades and other … Read more

Post-Icahn and Pre-September News Cycle, Apple Enthusiasm Rushes Back In

(This is an excerpt from an article I originally published on Seeking Alpha on September 3, 2013. Click here to read the entire piece.) {snip} Source: FreeStockCharts.com This pullback comes ahead of what should be an exciting several weeks for Apple fans. {snip} Perhaps thanks to Carl Icahn’s famous tweets, the enthusiasm for September’s news … Read more