These MGPI puts have worked out well. Sell them for a quick gain. I am still bearish on the fundamentals so may revisit this name but the options are up between 33-43% in one week's time. Read More
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These calls expire in two weeks so I would sell them today, coming out flat. Read More
A primer on how Profit Catalyst Alert frames options trades, why everything auto-related hit the skids last week and more news from the portfolio. Read More
An explosion of supply is hurting large manufacturers of beer and spirits and the companies that supply them. Despite acquisitions and new product introductions these goliaths can't get away from a decline in the majority of their business. Read More
A brief rally in the auto stocks arrived on NAFTA hopes before hitting the brakes but Steelcase delivered some welcome green on terrific earnings. Read More
Ford is bouncing nicely today on investor confidence that a NAFTA resolution is imminent. Book this 30% gain. Read More
Not a lot went right last week but I've reassessed the news causing some weakness in our stocks and feel comfortable with the recommendations. Why NXP dropped and how to handle the Allergan put options. Read More
Allergan's had the preventative migraine market all to itself for years. Amgen and Teva are entering the market with more convenient and as effective products which should slow the growth of therapeutic Botox sales. Read More
I'm selling Ichor and Entegris as I fear the downside risk outweighs the upside as estimates drop for the whole group. Old Dominion outshines other truckers and the auto stocks tread water. Read More