Tag: crm, gmcr, hlf, wynn

Looking for Leadership in 2012

Looking for Leadership in 2012

12/28/2011 | By | 3 Comments

Leadership – the capacity to lead, or the act/instance of leading. Where will we find the companies leading markets in 2012?  That is the million dollar question.  Your recent leaders of today may not be your leaders of tomorrow.  PCLN?  LULU? CMG? NFLX?  CRM?  Nah, there are new kids on the block.  Depending on where [...]

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Earnings Season Drawing Dim, But We Have Some – CRM, HD, PETM, ARUN

Earnings Season Drawing Dim, But We Have Some – CRM, HD, PETM, ARUN

11/12/2011 | By | Add a Comment

The market will lose a major catalyst when earnings season winds down.  Now, there are always earnings plays to look for regardless of the calendar, however it’s just slim pickings until mid January.  This week has some interesting plays – one of my favorites being CRM.  We have done well with this name in the [...]

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Just No Light To Shine

Just No Light To Shine

08/18/2011 | By | Add a Comment

Markets made up their mind early in the day as they hit the skids early following some more negatives from Europe.  Couple that with some hot inflation numbers and very poor philly Fed numbers and you had a strange brew forming.  The breadth was as bad as I’ve ever seen it – nearly 29–1 negative [...]

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Explosive Options Update – 06/01/11

Explosive Options Update – 06/01/11

06/02/2011 | By | Add a Comment

The first of the month has normally been a positive market day.  In fact, only ONCE in the past year did we have a negative day – the last one in March of this year.   Today’s action was nasty and particularly troublesome after yesterday’s very strong performance.  Tuesday had all the characteristics – positive volume, [...]

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