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

Investors in this sector have been running away with profits.
Ahead of tonight's earnings, I am still bullish on Salesforce.com.
The "Blackfish" documentary isn't the company's biggest problem.
Perhaps the upcoming analyst day will offer answers.
| Nov 06, 2014
| 4:31 PM EST
Disney stock stock is selling off in the after hours. Q4 revenue of $12.39 bln and EPS of $0.89 were in-line w...
I expect earnings momentum to drive the shares higher.
Slowing growth and regulatory issues should worry investors.
Another good quarter could be a catalyst for the stock.
Projections for its quarterly earnings report tonight are positive.
To stay long, you need an extremely long investment horizon.

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