Friday, September 23, 2016

Valvoline - 150 Years Under The Hood

Today's NYSE IPO Valvoline $VVV

The deal range was $20.00-$22.00. BofA/Merrill, Citi and Morgan Stanley acted as joint book running managers for the offering.

Thursday, July 14, 2016

Rising wedge on $MGT after selling off 30% last week

I'm checking out the $MGT chart on #Mobile Trader with TD Ameritrade http://www.tdameritrade.com/mobileapp

Thursday, June 23, 2016



Hottest oversubscribed ‪#‎IPO‬ of the year up 90% - ‪#‎twillio‬ - Solid long on the open at $23.99 currently trading at $29.20 high. Priced a little to low it seems at $15 - Great deal for investors and traders...

Twilio makes communications easy and powerful. With Twilio's platform, businesses can make communications relevant and contextual by embedding real-time communication and authentication capabilities directly into their software applications. Founded in 2008, Twilio has over 500 employees, with headquarters in San Francisco and other offices in Bogotá, Dublin, Hong Kong, London, Mountain View, Munich, New York City, Singapore and Tallinn.

Sunday, April 10, 2016

Weekend Highlights - Stocks we will be watching on the desk Monday

Disney shares remain attractive, Barron's says $DIS
Newmont Mining investors should take profits, Barron's says $NEM
Micron unlikely to improve in near term, Barron's says $MU
LPL Financial may face headwinds from fiduciary rule, Barron's $LPLA $SCHW $AMTD $BLK
Baker Hughes, Halliburton in no-win positions, Barron's says $HAL
World Wrestling Entertainment growth rate questionable, Barron's says $WWEOwens-Illinois shares could rise 25% or more, Barron's says  $OI
Apple shares could return 40% in a year, Barron's says  $AAPL
Seagate shares could return 20% in a year, Barron's says $STX
Toll Brothers shares have 40% upside, Barron's says $TOL
Valeant Dysfunctional NYT's says $VRX





Thursday, January 28, 2016

Facebook CRUSHES earnings exp - Today's Upgrades - Levels to Watch

Currently Trading through last nights highs of $107.23 at $109.3 - Creeping ALL TIME HIGHS of $110.65 - Suspect traders sell $AAPL  to buy $FB 


1. Facebook --- RBC Capital Mkts Reiterated OUTPERFORM - Price Target: 160 (from 130)
2. Analyst Actions: Facebook Price Target Raised to $130 at FBR Capital, Reiterated Outperform
3. Facebook price target raised to $145 from $125 at Deutsche Bank
4. Facebook price target raised to $136 from $127 at JPMorgan
5. Facebook price target raised to $170 from $155 at Piper Jaffray
6. Axiom Research increases tgt to $145 from $126. Firm says to buy the stock and hold for the 
longer term
7. Pivotal Research  Tgt is raised to $136 from $134
8. Facebook target raised to $145 from $125 at Deutsche Bank following results (Stock Price: 94.45)
9.Facebook price target raised to $130 from $120 at Stifel
10. Facebook price target raised to $145 from $135 at Jefferies

Disclosure: Short $AAPL Long $FB

Monday, January 25, 2016

Chipotle remains overvalued, could drop 20%, Barron's says


Despite their recent declines, Chipotle shares remain pricey and could drop another 20% on any future health scares, Barron's contends in its 'Follow Up' column, noting that more bad news "seems likely" for the restaurant group.

Friday saw a first solid day down since the retracement off the $400 level - Watching the stock closely this week as its due to report earnings on February 2nd.

$CMG $MCD $SHAK

Saturday, October 31, 2015

Watch Out Intel, Here Comes Facebook - Barron's


Big Web operators like Facebook and Google are demanding radically different chip designs. One big beneficiary in the development of a “cloud chip” could be Micron Technology.

Saturday, September 12, 2015

Alibaba: Why It Could Fall 50% Further - Barron's


The Chinese Internet giant’s stock has been plunging amid an array of problems. Expect more trouble ahead.

It has been a wild ride for investors in Alibaba Group Holding.
After the largest-ever initial public offering of stock, a year ago this week, shares of the Chinese Internet giant surged 75% in their first two months—only to begin a long spiral downward. They fell all the way to the initial price of $68 and then some, recently trading at about $64. The descent probably isn’t over. Alibaba’s shares could fall much further as China’s...

$BABA $YHOO +Barron's