Christopher Laudani is the founder and president of, a short-only equity research firm.

This stock is still a juggernaut.
Was the first quarter just a fluke?
An overabundance of parts retailers appears to be putting pressure on the group as a whole.
Cost cuts and share buybacks are not enough for me to chase the stock.
The company still needs to show some top line growth.
The big used-car retailer really knows the market for used vehicles and can use technology to its advantage.
The pizza giant has greatly outperformed most FANG names, but it's at a pricey multiple.
THO is rising after reporting a record quarter, and fundamentals suggest it could go even higher.
Caterpillar's stock could move towards $125 by this time next year.
The home improvement sector has a lot of momentum and Lowe's should be able to capture that strength.

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we'll take this nice winner off the table SOLD ADSK AUG 105 CALL AT 9 (in at 4.45)


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