Research
Research
The Detrimental Effects Of Wearing Two Hats In Trading And Investing
I have written in the past about the shortfalls of participating in short term trading while also managing long term capital. At least for me, it has taken a significant period of time as well as trial and error to be able to exist in both worlds with any level of...
Adding Dynatrace To The Radar
In my weekend scans I came across a new company for the first time called Dynatrace. They IPO'd just a few months back and options began trading on the name in late October. Dynatrace is a software intelligence company providing application performance management,...
A Bull Market Fueled By A Lack Of Trust
This morning the Wall Street Journal ran an article entitled, "Investors Bail on Stock Market Rally, Fleeing Funds at Record Pace." Before I say anything more, be reminded of the quote from Sir John Templeton about bull markets: The year isn't over yet, but the...
Strictly For A Trade
In late October, I mentioned an interesting opportunity in Francesca's - a retail stock that you surely followed me into, and most likely left once boredom set in. I'm still in it and it is finally starting to work in our favor. Interestingly, I have come across a...
Let’s Finish It
If you are an active stock picker you know that these are the best of times. Low overall market volatility has given rise to low stock to market correlation making for a near ideal environment for active managers. In "An Update From Underground" I pointed out that I...
Can Solar Stocks Add Some “Flare” To Your Portfolio Into Year End?
One industry group that has always been near and dear to my heart is the solar industry. This industry and the companies within are working to convert energy from sunlight into electricity and remain a viable form of alternative energy into the future. The industry...
Research
Research
The Detrimental Effects Of Wearing Two Hats In Trading And Investing
I have written in the past about the shortfalls of participating in short term trading while also managing long term capital. At least for me, it has taken a significant period of time as well as trial and error to be able to exist in both worlds with any level of...
Adding Dynatrace To The Radar
In my weekend scans I came across a new company for the first time called Dynatrace. They IPO'd just a few months back and options began trading on the name in late October. Dynatrace is a software intelligence company providing application performance management,...
A Bull Market Fueled By A Lack Of Trust
This morning the Wall Street Journal ran an article entitled, "Investors Bail on Stock Market Rally, Fleeing Funds at Record Pace." Before I say anything more, be reminded of the quote from Sir John Templeton about bull markets: The year isn't over yet, but the...
Strictly For A Trade
In late October, I mentioned an interesting opportunity in Francesca's - a retail stock that you surely followed me into, and most likely left once boredom set in. I'm still in it and it is finally starting to work in our favor. Interestingly, I have come across a...
Let’s Finish It
If you are an active stock picker you know that these are the best of times. Low overall market volatility has given rise to low stock to market correlation making for a near ideal environment for active managers. In "An Update From Underground" I pointed out that I...
Can Solar Stocks Add Some “Flare” To Your Portfolio Into Year End?
One industry group that has always been near and dear to my heart is the solar industry. This industry and the companies within are working to convert energy from sunlight into electricity and remain a viable form of alternative energy into the future. The industry...