Archive for August, 2010

As Summer Closes, We’re Loving the Shorts

Posted by admin On August 31, 2010 ADD COMMENTS

The Oxen Group submits:
Hello all. Ah, the fairness of the market. Record record profits, beat revenue and EPS estimates, guide in-line moving forward and drop 3%. Or, you can be our upcoming pick and further your losses, guide below, beat EPS estimates and have no turn to profit in sight…and   [ Read More ]

Chinese Company Analyst submits:
Over the past few months, the topic of financial filings with China’s State Administration for Industry and Commerce (SAIC) has made frequent appearances within the U.S.-listed Chinese RTO (“reverse takeover”) sector. I and other critics have advocated that AIC filings are important data points in determining whether certain Chinese RTOs are falsifying  [ Read More ]

Wow, what a week. It’s taken a little while for it all to sink in, there were a lot of moving parts over the last five trading days. Just a short warning, this week’s momentum book update will be quite long, so if you’d like to skip to the position and performance section, scroll down  [ Read More ]

The Oxen Group submits:

Happy Monday to all. I hope you all are ready for a busy economic data week, which could mean a lot of down days, but I am hoping for some surprise data. This morning we got some news that personal spending rose 0.4%, which was better than  [ Read More ]

TiVo Is Quickly Becoming Irrelevant

Posted by admin On August 30, 2010 ADD COMMENTS

StreetAuthority submits:
By David Sterman
Investors that look to short stocks seek out two kinds of investments: those that are simply overvalued, and those that may go out of business. The latter are known as a "terminal short" (as in terminally ill), and though they are rare, they can be very profitable.
Parsing TiVo’s (Nasdaq: TIVO) fiscal  [ Read More ]