Dominos Pizza (DPZ) – Rising Dough

Back in 2007 DPZ started a massive sell-off that took it from a high at $35.67 to a low at $2.61 just 18 months later.  Since the bottom in late 2008 DPZ has staged an equally massive comeback and currently trades around $18 and change.  The longer-term picture I look at here has to do […]

Update on Ford and Cisco

As bucket 3 longs, I am giving CSCO and F stops that are somewhat longer than for bucket 2 swing trades.  After breaking out of resistance levels earlier this week, both stocks have given back some the past two days.  So far the action looks like healthy consolidation.  In both stocks, should they meaningfully fall […]

Apollo Group

Apollo (APOL) Group Setting Up For A Buy. APOL has been on my radar for several months now. After the big earnings drop in October I had sold calls and collected nice premium when shortly thereafter the volatility came crashing down and the stock paddled sideways for a while. Now the setup is much different: […]

Morning Thoughts Wednesday Dec 7

Quick one this AM, and appologies for the lack of a morning video today. Not alot of new stuff to talk about today…Thursday's ECB meeting (50 bps cut expected) and Friday's socialists unite  announcement remain front and center. We want to be in maximum levels of cash and wait for better opportunities The mother chart […]

Update On The Euro

Quick peek at the EUR/USD reveals a trading range since November 1st.  A break out of that range in either direction will likely be reflected with a similar direction move in equities…possibly into year-end.

Bucket 2 Idea: EAT

We are adding one more name to our buy wish-list for a continuation of the Santa rally…IF we get it.  This is not actionable until next Monday at the earliest.  The name is EAT and the chart is below…Brinker International. A close above $24.60 might be buyable.

Updated Buy Wish-List

We are interested to buy on a pullback for santa rally (IF, big IF the market doesn't totally fall appart: SPY, CAT, OIH, APKT, MMM, EAT

Reducing B2 Short Position In SPY

Today we took profits in our Bucket 2 short position in SPY.  We will likely close the rest of the position later today. The reasoning is simple.  The past five days stocks have consolidated and worked off some of their overbought levels.  Any decent news out of Europe tomorrow and Friday has the potential to […]

Closed B2 Short Position In WYNN

We just closed the rest of the WYNN short position we had.  Closing price was 112.85. The rational is the same as for the closing of the short position in SPY…we want to be as flat as possible going into Thurs and Fri. If the market falls appart we will have plenty of time to […]

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