I Must Be Doing Something Right

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So once again, Shawn Langlois, of the WSJ’s MarketWatch.com, mentioned me in a post. It’s a great honor to be connected to anything related to the WSJ. I am also very honored to be mentioned along with Micheal Gayed (@pensionpartners), he goes on CNBC and tells it like it is– without fear –I highly respect that.

shawnlangois

 

He was, in fact, referencing my call on LULU‘s earnings this morning. Many of you are quick to call me wrong, but I am still up over 3% on my short, and the name is only up a little of 1% today. Huge earnings beat, huh? Not to mention, just look at the daily chart when their guidance was issued. I don’t see the name finishing strong today. LULU

lulu chart 3

 

My new favorite screen, the “Atchafalaya Basin Screen,” returned some interesting names last night, but most have been beaten down, except for one. Guess who called it? Mr @RaginCajun himself. XIN

RC xinxin chart

 

 

Lastly, anyone seen STP and the rest of the Chinese Solar industry today? To refresh your memories, I am short all of these names, and currently profitable in all of them too:

STP +70.46%

JASO +12.71%

LDK +16.45%

TSL +0.24%

Chinese solar 2I’m going to eat some brisket– ‘Murica –then look for some names with strength to buy into the bell. I’m not happy with SPF today.

 

 

3 Responses to “I Must Be Doing Something Right”

  1. Nice! Rhino on MarketWatch = Justin Smith making the Pro Bowl.

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