Polaris Has A Runway Higher Still
Polaris is recovering from a very bad 2016 when they were plagued by quality issues. There is still considerable runway for the company to improve further. The company is also winning […]
Skechers: Acquire On Weakness
While Skechers shares jumped 40% on a single day after very good third quarter results, they might have to digest that jump a little. However, the shares are still very […]
SHU Portfolio: What To Buy Next
Here are two stocks with catalysts. First Solar is likely to benefit from possible protectionism in its home market as a result of the Suniva/Solarworld case. Finisar is benefiting from […]
Ctrip: Reaping Rewards Of Market Consolidation
There is a sudden sell-off, on very high volume, in the shares of Ctrip, driven by fears that seem a little overblown to us. However, a crucial technical support might […]
SHU Portfolio, We Want To Buy More JD.Com
The shares aren’t expensive and off 20% from their August highs. The main worry is the intense competition in the Chinese market. But JD.com is addressing that problem, and there […]
As Good As It Gets?
Goldman Sachs argues that the synchronized growth spurt in the world economy is unlikely to last. We can only hope it does, at least for a while as it takes […]
Oclaro Looks Attractive
Financially sound, facing growing markets and having advanced technological products to sell, Oclaro offers a good risk/reward scenario. The one blight is the Chinese retreat, which is going to last […]
The $64 Million Question For Applied Opto
Shorts, of which there are plenty in this stock, seemed to have advanced knowledge of Amazon pulling demand, perhaps even before management knew. Yet some of their other claims aren’t […]
Portfolio Hedging With TAIL ETF
We’ve sprinted out of the gate in the three weeks since we started the SHU portfolio (up 10%). However, we’re aware of the long stretch without any correction and fairly […]
SHU Portfolio Risk Corner: 2 Small Commodity Plays
For the speculative corner of the SHU portfolio, we’re considering two small resource plays, AVZ Minierals and Madalena Energy. Small resource plays are inherently risky as this is a very […]