Big Five Sporting Goods has picked up some incremental customers with the closure of competitor's stores but hasn't been able to translate those sales into profits due to the intense price cutting in athletic and sporting gear. It's time for us to move on to new ideas. Read More
Analyst Articles
Werner's results should give us some insight into just how tight the labor market for truck drivers really is and Steven Madden will report on Friday. I'll be listening to hear Omnicom's take on digital advertising on Tuesday. Read More
Threats of more cuts in SNAP funding will take a bite out of an already dwindling revenue source. Each one of these retailers is already experiencing some pain due to heightened competition. Any further jolts to their low-income shoppers will send the stocks lower. Read More
An unending string of volatile days helped us close out some quick options gains. How increased volatility helps long option plays, my plan for the Omnicom puts and truckers get accolades from analysts. Read More
Consumer Staples stocks have taken a big hit in the past year. Changing tastes and a charge to shift more product to healthy organic options has hurt the results of packaged foods companies. But are there some bargains on the dusty shelves? Read More
Snap shut this nice two-week gain. Snap has dropped along with Facebook as investors question the longevity of growth in digital ad revenue amidst the data scandal. Read More
What recent selling in Tesla and Facebook means for the overall market. A new bull push for trucker SAIA and payroll cuts for Snap point these stocks in opposite directions. Read More
Heaps of private equity have been filling the coffers of private companies, allowing them to grow into unicorns. A record year for new investments in private equity should result in a whole new herd of unicorns and that's not good news for the 2018 class of IPOs. Read More
More bad news in the digital ad space this week has pressured Facebook (NSDQ: FB) and its counterparties like Criteo. Book the quick gain and we will revisit this bearish play. Read More
A long and rocky path for the stock market should foster gains for put positions. Smart Sand adds a promised delivery terminal and we suggest a stop loss limit on the Celgene position. Read More