Array BioPharma and Pandora Deliver Big for Options Buyers

I wish I could find a report that looks back on big stock moves and looks for any tell-tale options activity. It is always difficult to translate options action into predictions on stocks, but having a “hindsight” report could prove educational. In the meantime, we will have to settle for sporadic reports like this piece … Read more

An Example of Why It Is Often Better To Follow, Not Fight, Trends: Windstream Holdings

At the time of writing, Windstream Holdings, Inc. (WIN) is surging 23.3% on news that the company received a favorable ruling from the IRS to convert to a REIT. From the press release: “Windstream (Nasdaq: WIN), a leading provider of advanced network communications, today announced plans to spin off certain telecommunications network assets into an … Read more

Picking Homebuilder Stocks for 2013

(This is an excerpt from an article I originally published on Seeking Alpha on November 26, 2012. Click here to read the entire piece.) {snip} It is hard to be bearish on the U.S. economy when housing is working. Homebuilders are also the ultimate play on the U.S. economy given the minimal (direct) linkage to … Read more

KB Home Continues to Struggle With Former Downtrend From Peak of Housing Bubble

I have written positively several times about Kb Home (KBH) this year (for example, see “KB Home ‘On Offense’ As Its Housing Markets And Pricing Power Strengthen“). KBH is up nicely for the year through a lot of turbulent price action, but it has yet to shake its former downtrend drawn from the peak of … Read more