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True Religion Play

True Religion Apparel is technically poised for a bounce. Anecdotal checks of inventory show little discounting which leads me to believe that XMAS season went well. The high end consumer seems to have fared better than the lower end demographics. Catalyst. Company will be presenting Wed at Annual ICRX Change conference after market closes on […]

MBI hot hot ticket today

Classic case of massive insider buying, doubting and mounting short position, legal wrangling with huge implications.   We loaded with  call options limiting our losses but taking the full upside for at least a while.  Apparently no one really knows the future earning potential of this company as well as the people running it who see […]

Soda Sodastream 10 Bagger

This is truly a disruptive company.  What I mean by that is that this Company, SODA, has the potential to destroy CocaCola and Pepsi’s business model.  I know that is a strong statment and I don’t own a lot of this stock yet but I am a big user of their product and I haven’t […]

I’m a big fan of Apple but I’m buying Dell

Dell is cheap, insider buying, and the rumored possibility Michael Dell may take the company private although that makes no sense to me unless he is just fed up answering investor questions.    I think Dell is a cash cow and you can make more money with Dell over the next six months than Apple.  I […]