ManyPeaks.com

Most of my positions are pared down to 1/2 size or less now. Gotta keep my mind at ease as we traverse the wild wonderful midwestern states tomorrow.
Just shorted SINA.. somewhat of a competitor to NTES. With SINA is probing 3 months lows at the same time NTES is rocking, something is likely to be […]

Amazon.com is about to close below its 50 day moving avg (”50ma” is what I’ll call this in the future)… on big volume. Other ‘Net stalwarts EBAY & YHOO are also stumbling.
Even with a few days on the road, I feel pretty comfortable with my new AMZN short at $45.60.
PS. We’re bidding in […]

I’m glad there’s no rule in the market that says you have to marry any of your forecasts. NTES was mentioned here as a possible short if it broke down thru the $56 area. Not only did it not break those lows, NTES exploded higher.
If you’re looking for an explanation, search […]

I was just on the CFA Institute website searching for other CFA charterholders in the Lexington area, when I stumbled across this survey .
Seeing that 79% of the respondents are from the buy side, it’s good to see a healthy skepticism of the big investment banks’ behavior.
I would have been in the 1/3 of folks […]

You would think that a company that had government-sanctioned monopoly status and could mark up it’s product by 50% would be a great performing stock.
Lexington’s gas company Columbia Gas is owned by NiSource (NI), and as I recently noted they have a huge spread between the market price of natural gas and what the […]

We are having another outstanding day here, solidly higher from positions in NDSN, ENG, PAY, etc. Of my 29 longs, 24 are up and 5 down. This is getting to the point that I’m doing “so well” that a 100% liquidation has crosssed my mind several times this morning.
The problem with that thought is we […]

This news out of China is hopefully a harbinger of things to come. Such changes would benefit both that country’s future and foreign companies doing business there. If you’re interested in Chinese investing, Pacific Epoch is one of many good sources of information.
Many Chinese stocks trade here in the US.. most on Nasdaq. I’m looking […]

I almost can’t believe that I’m advertising my short positions when the market is rocking like it is now. Still, the market isn’t a monolitic beast and everything doesn’t go up or down together.
I covered the MRGE short today, thinking it was toast.. took about a 50 cent profit and thought it was […]

Must come down. Eventually, anyway.
One of my biggest winners from 2004 is now on my mind as a short. Mississippi-based chicken company Sanderson Farms (SAFM) produced 40-50% gains for me a while back. Now it’s completely breaking down, as are competitors Tyson (TSN), Pilgrim’s Pride (PPC), and others.
I caught several points on the short […]

That’s what Natural Gas has done in the past few weeks. Too bad my local gas company still charges Lexington residents in the high $14’s.
Long some Oil & Gas stocks