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

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.
Investors are looking through this Thursday's second-quarter report to a slowdown in the second half.
Expect more margin expansion ahead as the company executes its Growth Game Plan.
A lot of good news about Apple is priced in.
Leaving behind a poor year, this company is ready to recover.
Investors' worries about a slowdown are not justified.
The shares of the tech giant seem fully valued for a story that won't play out until 2019.

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we like this chart here, it appears ready to move higher. BOUGHT BZUN OCT 35 CALL AT 3.40
Large-cap, high-quality McKesson (MCK) is too cheap now, at $147.51 or so. The stock hit $243.60 more than 2.5...


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