Tractor Supply Company (TSCO) – Potential Short Entries Macro Risk – RED Stock Summary & Fundamentals Tractor Supply Company is an operator of retail farm and ranch stores in the United States. The Company operates retail stores under the names Tractor Supply Company and Del’s Farm Supply and operate a Website under the name TractorSupply.com. Competitors are [...]
6.26.2012 – Baker Hughes and Adams Resource, two energy plays for the longer term
Baker Hughes (BHI) & Adams Resource (AE) – Potential Long Entries Macro Risk – RED Stock Summary & Fundamentals Both Baker Hughes and Adams Resources have slid quite a bit in recent weeks. To us this presents an opportunity to initiate positions in these names. We expect that there is the potential for near term [...]
6.25.2012 – Asset Acceptance Capital – Well off it’s lows, but potentially a long runway ahead
Asset Acceptance Capital – Potential Long Macro Risk – RED [Content protected for Alphasubscribers members only]
6.24.2012 – NeuStar, a solid networking play
NeuStar – Potential Long Macro Risk – RED [Content protected for Alphasubscribers members only]
6.13.2012 – Euro Woes, the trend is down. Potential Short in Visteon (VC)
Market Climate We sold off pretty well into the close on this afternoon and things are looking hairy for Thursday. Spain was cut 3 slots by Moodys to Baa3, just a step above junk, with review of possible downgrade. This caused the European futures to slide in afterhours trading in New York. S&P futures were [...]
6.6.2012 – Chopping Around, Potential Short in HH Gregg
Market Climate We finished on a roll as the Wall Street Journal released a report saying that the Fed is considering further intervention as the recovery stalls. This morning the ECB did as expected and kept the benchmark rate at 1% and reassured investors that the bank would act to intervene if needed. Shares of [...]
5.31.2012 – Recap and two trades on deck
Market Climate We had weak data this morning which pushed the market down pretty hard. The S&P 500 found support around 1300 and the Financials caught a bid off that level. The pop was short lived however and the major indices all closed down for the second day in a row. So we have put [...]
