ONE-TWENTY TWO: Trading Financial Markets
Exploring the poetry in financial markets for students of money and economy since the year 2000.
(This is an excerpt from an article I originally published on Seeking Alpha. Click here to read the entire piece.) An apparent downward shift in short interest was part of my premise in speculating that Research in Motion (RIMM) could experience significant upside after its last earnings call. It turns out that shorts increased almost … Read more
(This is an excerpt from an article I originally published on Seeking Alpha. Click here to read the entire piece.) GT Solar (SOLR) is one of the few companies, and just about the only solar company, that has survived the May-June correction in the general market. The stock has managed to stay on an uptrend … Read more
(This is an excerpt from an article I originally published on Seeking Alpha. Click here to read the entire piece.) In late May, I wrote two pieces on Lender Processing Services (LPS) that reflected my increasingly bearish opinion on the company: “Rethinking Lender Processing Services Amidst New Allegations and Surging Put Activity” and “Shorts Close … Read more
(This is an excerpt from an article I originally published on Seeking Alpha. Click here to read the entire piece. I have updated price and trading information to reflect time of publishing) While announcing disappointing earnings guidance again, RIMM indicated it will launch another repurchase program as early as July 10, 2011, the first day … Read more
(This is an excerpt from an article I originally published on Seeking Alpha. Click here to read the entire piece.) Trailing P/E and forward P/E both below 6 Price/Sales below 1 $2.12 billion in cash on the balance sheet Zero debt Double digit profit margins Sounds like a steal, especially for a technology company (valuation … Read more