Links and Reading for November 5th
Some of the more interesting and important items for November 5th :...
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Same Store Sales – How Did Your Favorite Do? (ARO) (BKE) (GPS)
We are regularly watching the trends in the retail sector. It has...
Gold: Analysis of the Acceleration
First, this morning, David Rosenberg put out an interesting update....
Cubist Pharma (CBST) – What we like about it…
We are carefully entering portfolio positions in this environment....
FOMC Statements : Side by Side Analysis
Last month (September 23) we saw a very small shift in a few of the...
Looking at Trends in Oil Inventories
There was a draw-down on oil inventories that helped to push markets...
TDI Ranks in “15 Podcasts That Will Make You Richer”
Thanks for the great review and the the kudos. It is nice to be a...
Caterpillar (CAT) – A Dog From Here ?
Last night, into the close, we took an initial short position in...
Allegiant (ALGT) – October YoY Comps Are Strong
Allegiant Air (ALGT) came with impressive numbers for October. The...
Links and Reading for November 3rd
Some of the more interesting and important items for November 3rd :...
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