US Equity

Despite outsourcing its handset business, it is a few quarters away from becoming a secure software and services company.
If investing is like a horserace, you can change horses in the middle of the race.
Consider a BAC long synthetic call, expiring in January 2017.
The Wells Fargo board is calling for clawbacks while Nike's quarter disappoints investors despite beating estimates.
North American sales were strong for two small rivals of the U.S. giant.
Below $65 CHRW would start looking appealing.
Amazon's warehouse-building binge has helped make this possible.
It has been a very difficult stretch for market timers due to the lack of a clear trend.
Nike told the same rosy story as if all were well, and that rankled the bulls.
Answering questions about gold and natural gas.

Columnist Conversations

There has been a consistent pattern from the oil markets in the past year. OPEC makes noise about constraining...
yesterday we rolled up a prior play and added an at the money on this momentum name. BOUGHT GWPH NOV 125 CA...
yesterday we added some WDC calls (sorry it's late, i'm still in Chicago and had some internet connection issu...
Markets having a nice day as evidently investors believe Hillary Clinton held her own in the debate last night...


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