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

Execution in the crucial element for this kind of company. is about to become more attractive.
I would not want to be long or short Caterpillar shares right now.
Chart-watchers are increasingly worried about the SOX index.
I'll wait until this foursome reports before I make any decisions.
This quarter -- and the next few years to come -- should be solid.
At some point, Hain's margin expansion plans will disappoint.
And that could lead to questions about the turnaround.
I reiterate: Do not add this stock to your cart.
| Jul 29, 2014
| 4:38 PM EDT
In my article this morning, I speculated this could be the bottom for Twitter. I thought investors would shif...


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