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Published Articles

Dec 20, 2017

  • Real industrial economic growth is driven by oil and gas.

  • Under-performer has mean reversion potential.

  • Dividend yield is robust and safe.

Jun 09, 2017

  • Sell side analyst report grossly overstates value of this firm.

  • Coupa in the right space, but many big obstacles still exist.

  • Bear case of $20 is a great entry point.

May 19, 2017

  • Analyst downgrades trigger oversold conditions.

  • Long-term strategy intact, cautiously optimistic on macro trends.

  • Price target of $32.

May 19, 2017

  • Operational risk is mitigated because the price of gold will support their dividend.

  • Market risk is mitigated because the Special Prosecutor will put a floor under gold.

  • Long term prospects are supported by prudent managerial team.

Dec 01, 2016

Workday is a potential acquisition target by Microsoft.

Nov 25, 2016

Hexcel Corp. is an advanced carbon company in the aerospace defense industry.

Nov 23, 2016

Restoration Hardware is like that cool kid in the corner, see my stock pick with ten bagger written all over it.

Nov 20, 2016

RH provides a 2.4 beta to WSM stock price. Only a year ago RH was trading above $100, and we could get back there in no time.

Nov 16, 2016

This stock still has great short squeeze potential to $32 per share.

Nov 11, 2016

Keystone Pipeline is back in play after a Trump victory.

Nov 10, 2016

Wix.com's quality of earnings are poor.

Nov 07, 2016

This article was originally titled, "Eureka Bitches!"

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