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Tuesday’s Mid-day Options Volume Leaders (INTC, NFLX, HPQ, AAPL, BAC, SPY)
Tuesday, August 10, 2010 - 11:16am | 175The overall market is falling today ahead of the FOMC meeting announcement around 2 pm eastern. The S&P 500 (NYSE: SPY) is down 11 points, at 1,116. Currently the U.S. Dollar is higher by 0.9%, which is signaling that the market does not expect the Fed to enter into a second round of...
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Bookkeeping: Selling Half of Netflix (NFLX) on Epix Streaming Movies Announcement
Tuesday, August 10, 2010 - 10:44am | 641I am selling roughly half my Netflix (NFLX) exposure [which we just restarted Friday] as the stock dances upward to the tune of 7% in a bad tape. I have a quick 11.5% gain in just 2 days, and the stock is approaching old highs, so I want to sell here and then buy back on a move OVER the 52 week...
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6 Endangered Tech Species
Tuesday, August 10, 2010 - 8:16am | 171NEW YORK (TheStreet) -- Picking up an Apple (Nasdaq: AAPL) iPad or clamoring for Amazon's (Nasdaq: AMZN) Kindle? You may as well get a DVD player, too, as their combined usefulness is on the clock. The future of technology is integration, something Apple's iPhone and Google's (Nasdq: GOOG) Android...
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Netflix Has Been On The Move Since Disappointing Earnings Report (NFLX)
Monday, August 9, 2010 - 2:36pm | 123On July 21st, Netflix (NASDAQ: NFLX) reported its quarterly earnings, beating Wall Street earnings per share estimates, but missing consensus revenue expectations. The top-line disappointment resulted in a steep sell off in NFLX in the following days. Prior to the report, NFLX was trading above $...
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Bookkeeping: Weekly Changes to Fund Positions Year 4, Week 1
Monday, August 9, 2010 - 8:29am | 2565Year 4, Week 1 Major Position Changes To see historic weekly fund changes click here OR the label at the bottom of this entry entitled 'fund positions'. Cash: 62.5% (v 79.6% last week) 24 long bias: 32.4% (v 17.8% last week) 3 short bias: 5.1% (v 2.6% last week) 27 positions (vs 17 last week)...
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Bookkeeping: Selling Majority of Remaining BorgWarner (BWA), Priceline.com (PCLN), Polypore International (PPO)
Friday, August 6, 2010 - 11:04am | 780I've added some long exposure here in the past 48 hours, so to balance that I am going to cull some other names. BorgWarner (BWA) has had a big run, relative to the type of stock it is (staid). I am going to sell the majority of what I have left (keeping a holding position of 0.1%) and try to buy...
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Bookkeeping: Restarting Netflix (NFLX) and Gold (GLD) Exposure
Friday, August 6, 2010 - 10:19am | 633"No worries man." Perhaps my vision that bad news = good news is coming true after all. Whatever the case investors were eager to buy the dip in anticipation that the Fed and government will 'save the day' I am sure. Because it's been working like a charm so far. Whatever the reason the "action"...
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Zacks #5 Rank Additions for Friday - Tale of the Tape
Friday, August 6, 2010 - 9:47am | 343Here are 5 stocks added to the Zacks #5 Rank ("strong sell") List today: Agilysys Inc (AGYS) ArvinMeritor Inc (ARM) CPI Corp (CPY) Donegal Group Inc (DGICA) drugstore.com inc (DSCM) View the entire Zacks #5 Rank List. AGILYSYS INC (AGYS): Free Stock Analysis Report ARVINMERITOR (ARM):...
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Benchmark Capital Cutting Estimates On Blue Nile (NILE)
Friday, August 6, 2010 - 8:56am | 171Benchmark Capital is cutting its earnings estimates on Blue Nile (NASDAQ: NILE) and lowering its price target to $30 from $35 after the online jewelry operator reported earnings estimates that fell short of expectations. It has a Sell rating on shares. In the report Benchmark Capital writes, "We...
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MKM Still Rates Blue Nile Buy Despite Weak Q2 (NILE)
Friday, August 6, 2010 - 8:42am | 126MKM Partners reiterated a Buy rating for Blue Nile (NASDAQ: NILE). MKM analysts said, "We acknowledge that recommending NILE ahead of 2Q10 earnings was the wrong call, as we expect corrective price action today. We did not fully appreciate the effect of May’s market volatility spike, which led to...
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Polypore International (PPO) With an Impressive Beat on Q2 Earnings
Thursday, August 5, 2010 - 1:08pm | 896So far this earnings season we've had 3 stars in terms of reaction to earnings - F5 Networks (FFIV), Priceline.com (PCLN), and as of yesterday evening Polypore International (PPO). The latter stock is becoming to 2010 what Wyndham Worldwide (WYN) was to the portfolio in 2009; a tucked out of the...
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Orbitz: U.S. Online Travel Spending Up
Thursday, August 5, 2010 - 11:23am | 89Orbitz Worldwide, Inc. (NYSE: OWW) is seeing results from the ongoing recovery in travel demand as seen by the 7% increase on travel spending in May 2010, causing Benchmark to increase its full year U.S. online travel spending forecast to 6% over 5%. Corporate travel and domestic online spending on...
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Benzinga's Top ETF Decliners (TZA, SOXS, SQQQ, TYP)
Wednesday, August 4, 2010 - 4:33pm | 189Direxion Small Cap Bear 3X Shares (ETF) (NYSE: TZA) fell 2.98% today, as the Russell 2000 Index traded higher. Russell 2000 gained 1.11% in today's trading session. Direxion Daily Semiconductor Bear 3X Shares (NYSE: SOXS) dropped 2.97%, as the semiconductor stocks performed well today. Texas...
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China Orders Stress Tests 08-04-2010
Wednesday, August 4, 2010 - 3:26pm | 841Cusick’s Corner We were reminded today that this market is still sensitive to headline risk – there was a report that the Chinese government ordered its banks to stress test a 60% loss in property value, the market immediately pulled back. This was a short lived pullback that is resulting in...
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Top 5 Percentage Gainers On NASDAQ (WWWW, EMMS, AREX, PCLN, FTLK)
Wednesday, August 4, 2010 - 3:02pm | 140These are the top 5 percentage gainers on the Nasdaq today (minimum of 100,000 shares traded). Web.com Group, Inc (Nasdaq: WWWW) is at $4.63, up $1.29 (38.62%) after the internet company reported strong quarterly earnings yesterday. Emmis Communications Corporation(Nasdaq: EMMS) is at $2.07, up $0....