After our pre-spring cleaning, I put down the dust rag and focus on what’s left in the portfolio. Read More

A quick review of the positive metrics in PayPal's quarter, an explanation of why I'm worried about retail stocks and a bit of bullish news for Smart Sand. Read More

How my suggested bearish trade on McDonalds and Wendy's went astray, Synchrony's friendly resolution with Walmart and more... Read More

Paypal gets a vote of confidence from a fundamental and a technical analyst, Masco gets splattered (temporarily, I believe) by problems at a paint maker and more. Read More

Despite the good news, most retailers treaded water last week due to a bombshell by Macy's. A review of Target and Urban Outfitters reports and possible news from BJ's and Steven Madden this week. Read More

Santa arrived quite late and apparently via one of Air Transport Services' planes. Where the stock will go after its 25% jump and what strong holiday sales mean for retail plays.  Read More

Despite the ransacking that continues in the market, there are some green shoots on the horizon. Why I think PayPal (NSDQ: PYPL) and Urban Outfitters (NSDQ: URBN) will jump when the sellers retreat. Read More

Why the news that Amazon Air is doing well is bullish for Air Transport Services Group, why I believe AbbVie will rise despite a hit to its drug pipeline and more bearish trades on their way. Read More

What the temporary tariff truce means for our portfolio, which retailers are gaining speed this holiday season (hint: two are in our portfolio) and what Carbonite gains from the Iron Mountain deal. Read More

Retailing stocks got tossed around despite solid earnings. What's on sale and why and good news for those that missed the lightning fast bearish agriculture trade last week. Read More