Last night, into the close, we took an initial short position in Caterpillar (CAT). The stock has been in a range now for a few weeks and while metals and material prices have been on the rise, CAT has benefited from the perception that sales of their ground moving equipment...
Allegiant Air (ALGT) came with impressive numbers for October. The load factors were slightly down but we saw healthy increases in most areas as compared to 2008. Allegiant has one of the best load factors in the industry as they manage flight loads well.
Yet, we also looked deeper and saw...
Some of the more interesting and important items for November 3rd :
Nokia Siemens May Eliminate 5,760 Jobs as Telecom Equipment Sales Decline – This is a trend that is continuing. We are seeing new mass layofds all of a sudden. J&J also announced big cuts.
RBS, Lloyds Banking Get $51...
From time to time, we will provide some of the weekly discussion we have for our CLIENT ONLY site. We believe in transparency and this allows all of our clients to see what we are doing and why we are doing it. TDIMG clients have the benefit of this through...
Whoops! Why not buy AIG? How about holding CIT for a bounce?
This is just pathetic. Sorry Jim, we try to understand, but holding 3,000 stocks in your head is bound to be difficult.
First, look at the chart below, then read the BULLISH recommendation/commentary (published at nearly the top on 9/23/09)
How...
