Here are 2 positions that we added to the Horowitz & Company TDIMG portfolios today. One short – Urban Outfitters (URBN) and one long Network Appliance (NTAP).
Below are the “H&C OneSheets” we use to get a quick overview of the positions. They cover both fundamental and technical data points.
Urban Outfitters...
Yesterday we highlighted the after-hours moves byApple, (APPL), IBM (IBM) and VMWare (VMW). All were crushed in after hours trading. Apple has come back some 15 points or so already from the low point and IBM is still languishing.
But, looking at today’s numbers, one has to wonder what the real...
Some of the more interesting and important items for October 19th :
China raises key rate for 1st time since crisis – Yahoo! Finance – China raised its key interest rate Tuesday for the first time since the global crisis as it tries to control inflation and rapid growth even as...
Apple (AAPL), IBM (IBM) and VMWare reported earnings and while the headline read well for each, investors decided to take some profits on all three.
VMWare saw some nice action initially, moving higher by 6% as the headlines crossed with a nice beat. But investors were in no mood and starting...
A mixed bag of economic numbers is just what the doctor ordered for this market. If we saw a one-sided move lower, then fear would be trumped by the potential for additional stimulus and if all systems were go, then concern would mount that the recent run-up was ahead of...
