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

For Estee Lauder, the strength is coming from Asia-Pacific.
The two athletic footwear and apparel makers are struggling to find their footing and aren't worth running out to buy.
Coca-Cola is about to put a massive restructuring behind it and has more momentum than PepsiCo right now.
Big Blue seems poised for a decent bounce and Mr. Softee should do fine, but I'm not a fan of HPQ.
The pizza chain is set to report third-quarter results on Thursday, and there are reasons to be cautious of the stock in light of what they could hold.
Rapid changes in and intense demand for semiconductor and display technology should keep several companies in the tech sector humming.
The company is perfectly positioned to capture the high-end drinker and to take advantage of shifting demographics in the United States.
The software giant's stock is trading at 30 times forward earnings estimates, which seems like a pretty rich valuation.
Oracle's push into cloud computing is giving it the right stuff to beat Street estimates.
As RH reports earnings on Wednesday after the close, and with nearly 42% of the float held short, this stock story could soon get interesting.

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