Home Depot: Housing Market Now A Positive Contribution to Company’s Growth

This is an excerpt from an article I originally published on Seeking Alpha on November 14, 2012. Click here to read the entire piece.) By now, news about the budding housing recovery should feel like very old news. However, I think it still makes sense to continue checking in with companies with front row seats … Read more

Whirlpool Optimistic About A Recovery in Structural Demand

This is an excerpt from an article I originally published on Seeking Alpha on November 5, 2012. Click here to read the entire piece.) Back in February, I reviewed the latest earnings report from Whirlpool (WHR) and concluded that the stock still had upside but it was better to buy on a dip. {snip} Source: … Read more

Amazon.com Reports First Net Loss In Nine Years, So Buy the Stock Of Course!

(This is an excerpt from an article I originally published on Seeking Alpha on October 29, 2012. Click here to read the entire piece.) “If Amazon were an ordinary company, investors would long ago have strapped its management to a rocket ship and sent it far, far away.” From “Amazon and Its Admirers Shrug Off … Read more

Lessons Learned From Earnings Trades For Google and Chipotle

(This is an excerpt from an article I originally published on Seeking Alpha on October 22, 2012. Click here to read the entire piece.) {snip} Google (GOOG) GOOG was a stock that had a lot of momentum off the summer lows although it still trailed the NASDAQ (QQQ) year-to-date. Ironically, GOOG finally caught up to … Read more

T2108 Update (October 19, 2012) – A Third Plunge Is Not Charming As A Triple Top Emerges

(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 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 … Read more