Herbalife (HLF) – Upping Outlook and A Few Other Surprises

July 31, 2012

When improving fundamentals are confirmed with a bullish chart pattern poised for a rapid move, there is a greater potential for a profitable trade. On Monday night, Herbalife (HLF) reported an impressive quarter for both EPS and revenue as well as a strong outlook for the rest of the year.

Herbalife (HLF) beat EPS, revenues and boosted their outlook. You may recall that the company had also provided a good earnings report last quarter, but on that conference call the now famous “Einhorn query” spooked Read more

Economics Reports That Will Move Markets This Week

July 31, 2012

There are a slew of important economic reports due this week in the U.S. and plenty of earnings reports will be coming as well.

Of importance on the economic front will be the Case-Schiller report on Tuesday. Housing prices have been stabilizing and many are calling a bottom (finally) for housing sector. Then there is the Fed meetings and announcements this week. Murmurs and whispers (and prayers) are being heard that  the Fed may take action in the form of some kind of Read more

Buffalo Wild Wings (BWLD) – Fundamentally Broken, Ready for Crash Landing

July 30, 2012

For some time we have been concerned that the high cost of corn would cause problems for restaurants. From meat to poultry, the record corn prices brought on by record droughts are having an adverse effect on margins for chains like Buffalo Wild Wings (BWLD) and Chipotle Mexican Grill (CMG).

BWLD has been a high flier (pun?) that has been a favorite of growth investors. But, to a point the stock has been defying gravity. Growth has slowed and the warnings by management last quarter about their concern over increasing costs were largely ignored by investors. Just last week, the company provided a luke-warm earnings report and Read more

TDI Podcast: Hot Emerging Growth Stocks with Jon Markman (#273)

July 30, 2012

Joseph Joe Brusuelas of Bloomberg helps us better understand the latest GDP report and how inventories will effect next quarter’s GDP potential. We also discuss the grey market for jobs and structural unemployment. Jon Markman explains why there may be some potential in Emerging growth stocks that have been profitable but recently IPO’s.

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Conspiracy? Not So Fast: CME Margin Change History Charted Against S&P 500

July 30, 2012

There has been some talk/blogging that the recent changes in the CME margin requirements were partly to “blame” for last week’s enormous rally in stocks. On Thursday, the CME announced that they would be lowering margin requirements for futures on most S&P 500 sectors. We wondered if changes to the initial and maintenance requirements can be directly linked to subsequent moves in the S&P 500 index as some suggest.

By lowering or raising the requirements, it is reasonable to infer that investors will Read more

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