T2108 Update (July 23, 2014) – Post-Earnings Special for Apple, Intuitive Surgical, and Whirpool

(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

T2108 Update (February 19, 2014) – Here We Go Again

(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

Whirlpool Insists U.S. Housing Recovery and Homebuilding Look Fine From Its Perch

(This is an excerpt from an article I originally published on Seeking Alpha on November 5, 2013. Click here to read the entire piece.) Three months ago I wrote about about a disconnect that I perceived between investor assessments of Whirlpool (WHR) versus homebuilders like Tri Pointe Homes (TPH). {snip} Fast forward to November 4th … Read more

TRI Pointe Homes Versus Whirlpool: A Disconnect In Response to Bullish Housing-Related Reports

(This is an excerpt from an article I originally published on Seeking Alpha on August 15, 2013. Click here to read the entire piece.) TRI Pointe Homes (TPH) reported very strong earnings for the second quarter of 2013. {snip} Year-over-year results were strong, and TPH raised guidance for the year. {snip} Based on strong demand, … 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