A Turn-Around In Apple Sentiment Should Push the Stock Back to All-Time Highs

(This is an excerpt from an article I originally published on Seeking Alpha on May 5, 2014. Click here to read the entire piece.) {snip} This quote is from a piece I wrote in early March titled “Apple’s Post-Earnings Buyback Fails To Sway Growing Negative Sentiment In The Stock.” At that time, I was wringing … Read more

T2108 Update (April 30, 2014) – A Stock Market Inching Forward Against Gravity

(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 likely 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 trades are … Read more

An Unexpected Drop In Leasing Velocity Helps Reset RealPage

(This is an excerpt from an article I originally published on Seeking Alpha on February 25, 2014. Click here to read the entire piece.) RealPage (RP) provides software for revenue management and other related services for managers of rental housing. After noticing that the stock had dropped over 20% in after hours trading following the … Read more

The Twitter Post-Earnings Trade Pivots On Increasingly Negative Sentiment

(This is an excerpt from an article I originally published on Seeking Alpha on February 14, 2014. Click here to read the entire piece.) Twitter (TWTR) dropped 24% after reporting much anticipated earnings on February 5th. This drop completed a quick journey from a “crescendo top” that I described (fortuitously) in late December. Shortly afterward … Read more

Meritage Homes Takes The Edge Off Bullish Expectations With A “Wait And See” Attitude

(This is an excerpt from an article I originally published on Seeking Alpha on February 10, 2014. Click here to read the entire piece.) After writing about the bullish earnings report from D.R. Horton (DHI), I have looked for further confirmation from other major public homebuilders. Meritage Homes (MTH) remains on my list of favorites … Read more