Overearning Short Candidates:Â Groupon, Dick's Sporting, Dillards, Johnson & Johnson
Margin over-earners are fertile hunting ground for shorts if the reasons for the margin increase are either unsustainable or fraudulent.
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U.S. Equity Strategy: Signs Point To Healthy Pullback Opportunity
The risk of a correction due to a “second wave” of infections has given way to optimism over increased monetary and fiscal stimulus and a potential...
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U.S. Equity Strategy: Bulls Remain In Control
The S&P 500 is holding above 3000 and the 200-day MA breakout level. As long as the S&P 500 is above this support level it tells us the...
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Topsports International: Interims in a Holding Pattern
Topsports International (6110 HK) is the sportswear division of Belle International. Topsports which IPOed on 10 October at HK$8.50 per share,...
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Topsports International Holdings: Post-IPO Thoughts on Valuation
Topsports International (6110 HK) made a successful IPO debut last week. TIH was priced at HK$ 8.50 per share near the bottom end of the IPO price...
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