Old Dominion Freight and SAIA, both less than truckload shippers, saw earnings rise on higher rates and increased volume of shipments. Investors, nervous about the sustainability of the global economy sold the stocks off a bit, unjustifiably, I believe. PRA redeemed itself with a strong backlog and more. Read More

Some spring cleaning resulted in three names being sold from the portfolio due to lack of catalysts. New names are taking root and the news abounds for current holdings. Why Ichor got hit so hard last week and more... Read More

Werner's results should give us some insight into just how tight the labor market for truck drivers really is and Steven Madden will report on Friday. I'll be listening to hear Omnicom's take on digital advertising on Tuesday. Read More

An unending string of volatile days helped us close out some quick options gains. How increased volatility helps long option plays, my plan for the Omnicom puts and truckers get accolades from analysts. Read More

What recent selling in Tesla and Facebook means for the overall market. A new bull push for trucker SAIA and payroll cuts for Snap point these stocks in opposite directions. Read More

A long and rocky path for the stock market should foster gains for put positions. Smart Sand adds a promised delivery terminal and we suggest a stop loss limit on the Celgene position. Read More

Carbonite soars on investor excitement over cloud security, SmartSand gets smacked for expansion and more... Read More

Facebook's management is bullish long-term but admits 2018 might be a tricky year. ANI Pharma gets one step closer to manufacturing a blockbuster drug and Target is on deck for earnings this week. Read More

It's been a rough two-weeks for my option trade suggestions.  A bit of thought regarding those positions and news coming this week on put position Facebook. Read More

Carbonite enjoyed an excellent week as investors celebrated its purchase of competitor Mozy. Vulcan got stuck in the mud (or cement) due to increased expenses but is optimistic about 2018 and a bit about how to win regardless of the market direction. Read More