A day after the S&P 500 broke the 1700 level for the first time, stocks are down mildly after the Bureau of Labor Statistics reported weaker than expected numbers. In July, the official unemployment rate fell to 7.4 percent but the pace of payroll gains slowed. The U.S. economy added… Read More
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We are increasing our position in Rovi Corporation (ROVI) to approximately 8 percent of the portfolio. Rovi Corporation (ROVI) reported disappointing second-quarter revenues and lowered revenue guidance for the year. Its earnings were in line but it conservatively lowered revenue guidance for the year, citing timing uncertainty in finalizing… Read More
Sell to open the Sherwin Williams (SHW) December 180 call option (now at $8.20). Buy to open the Sherwin Williams December 170 call option (now at $13.40). Paint maker Sherwin Williams (SHW) is on track to close a gap in its share price at $180. We want to put on… Read More
Stocks have stalled below 1700, awaiting word from the Federal Reserve’s policy setting meeting this week for indications of when and by how much the central bank will begin to scale back on its monthly $85 billion in bond purchases. Stocks could still climb above the 1700 level but in… Read More
Earlier today we closed out the Citrix Systems (CTXS) December 70 call option for a gain of 18 percent in a week. Also today, we put on a bull call option spread on DuPont (DD). That trade can still be made by selling to open the DuPont October 60 call… Read More
Buy to close the DuPont (DD) October 60 call option. Sell to close the DuPont October 55 call option. Execute both transactions at the market. DuPont’s (DD) stock has acted well since we put on our bull spread last week. The move has handing us a nice gain on our trade in the process. With the risk/reward parameters now less favorable, however, we’re inclined to lock down our profit of approximately 22 percent. Read More
Sell to close the Citrix Systems (CTXS) December 70 call option, at the market price. Software maker Citrix Systems (CTXS) has snapped back after the correction it experienced in the wake of its earnings report. And with good reason: The company topped expectations with its quarterly results and upped its guidance for the full year. The move up has handed us a juicy gain on the Citrix December 70 call option added last week, which we recommend taking now as the stock is coming into overhead resistance. Read More
Recent portfolio addition Rovi Corporation (ROVI), known in its early days as Macrovision, took on its current name in 2009. Rovi has its roots in digital rights management (DRM), protecting commercial video releases against post-sale unauthorized and illegal copying. In the last decade, though, through numerous acquisitions and divestitures, the… Read More
We are buying to open an approximate 6 percent position in MRC Global (MRC). Marsico Flexible Capital (MFCFX) is a top large cap growth fund that we’ve followed for a long time. Rated five stars by Morningstar, Marsico is one of the best performing mutual funds in the large-cap universe. It ranks in the top 4 percent among peers over the last three-year period, and top 1 percent over the last five-year period. In its recently issued quarterly statement, the fund indicated that it had increased its stake in MRC Global (MRC) by 50 percent. Given Marsico’s large-cap focus, and MRC’s modest size ($2.7 billion market capitalization), the 2.6 percent weighting and recent buy is a strong endorsement. Read More
Buy to open the Citrix Systems (CTXS) December 70 call option. Use a limit order to pay no more than $4.60 per contract. In what has been a lackluster earnings season, one group of companies that has stood out are those engaged in cloud computing. Citrix Systems (CTXS), which provides solutions that allow information technology and service providers to build private and public clouds, is set to report its quarterly results after the closing bell and stands to be another winner. If it does, and the stock follows the pattern of others in its group, the shares will likely climb by several points on the news. This trade is rated high risk since our option has the potential to expire worthless if our expectations are not met. Read More