How NOT to Report On Demographics: Millennials Blamed for Taking Down McDonald’s

(This is an excerpt from an article I originally published on Seeking Alpha on August 27, 2014. Click here to read the entire piece.) McDonald’s (MCD) has struggled recently, and the Wall Street Journal thinks it has found someone to blame in millennials. Millennials are the current group of young people coming of age in … Read more

Cambpell’s Soup Still Not Cheap Enough to Risk Playing A Post-Earnings Recovery

(This is an excerpt from an article I originally published on Seeking Alpha on November 21, 2013. Click here to read the entire piece.) You know it must be a good year in the stock market when a soup and food products company can deliver 11% gains year-to-date. Unfortunately for Campbell Soup (CPB), its 11% … Read more

A Chance to Buy Corn At A Potential Bottom

(This is an excerpt from an article I originally published on Seeking Alpha on August 13, 2013. Click here to read the entire piece.) If there was any time for Teucrium Corn (CORN) to finally bounce, Monday (August 12, 2013) was it. The United States Department of Agriculture (USDA) announced its projection for record corn … Read more

Some Trading Implications From SEC’s Charges of Insider Trading in H.J. Heinz

(This is an excerpt from an article I originally published on Seeking Alpha on February 18, 2013. Click here to read the entire piece.) Traders sometimes copy the trading in options showing unusual trading activity under the assumption that someone (or some people) have privileged insight into an imminent big event or the short-term price … Read more

Monster Spike On Mild FDA Letter Setup By Previous Fear-Based Trading

(This is an excerpt from an article I originally published on Seeking Alpha on November 28, 2012. Click here to read the entire piece.) On October 25th, I noted how intrepid traders had loaded up on November $45 puts ahead of news that Monster Beverage Corporation (MNST) was implicated in a lawsuit over the death … 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

Chipotle Bears Ready For Another Poor Earnings Performance But Watch Pre-Earnings Close

(This is an excerpt from an article I originally published on Seeking Alpha on October 17, 2012. Click here to read the entire piece.) After Chipotle Mexican Grill (CMG) reported earnings in July, the stock fell 21.6%. This loss was CMG’s biggest in its almost seven years as a publicly traded company. The stock sold … Read more