Earlier this week, we added a new pick to our portfolio. This small-cap company is a leading designer, manufacturer, and marketer of a portfolio of branded, premium-quality footwear and apparel that span a broad price spectrum and are distributed primarily in North America. The product lines cover markets from outdoor to work and duty, and are popular with customers ranging from law enforcement to farming. Its best-recognized brand names include Read More
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Analyst Articles
In recent weeks, the markets has continued their push higher, although yesterday the S&P 500 fell a little (0.1 percent), capping a strong seven-week rally. The decline, albeit small, is notable, as it indicates that the rally could be exhausting itself. The internal action of the last week also suggests… Read More
The two plays on the short side of the market, the Carnival (CCL) January 32 put option and Nike (NKE) January 72.50 put option, are rated hold. Gold is roughly flat today, following the weakness of the previous weeks. Despite the recent price action, we remain of the opinion that… Read More
We are buying a 5 percent position in Rocky Brands (RCKY). Run by the enigmatic James J. Wang, Oceanstone fund (OSFDX) may just be the best performing mutual fund that hardly anyone has ever heard of. With less than $50 million in assets under management, the fund’s clearly not been… Read More
Our new portfolio addition engages in the discovery and development of drugs for the treatment of viral diseases. At the moment, the company has a very narrow focus in this market- projected to grow tens of billions of dollars within just a few years. The World Health Organization estimates that in addition to the 170 million people in the world already infected, each year an additional three to four million new patients are infected with Read More
In recent weeks we’ve voiced our concerns that the stock market is over-bought and vulnerable to a modest correction. So far, we’ve been proved wrong as the Dow Industrials and S&P 500 have climbed to new highs, for the first time inching past 16,000 and 1,800, respectively. But despite the… Read More
While we still like their downside prospects, due to the relatively short time until expiration we rate as holds both the Carnival (CCL) January 32 put option and Nike (NKE) January 72.50 put option. Gold is best known as an inflation hedge—and make no mistake, central bank efforts to get… Read More
We are buying a 5 percent position in Idenix Pharmaceuticals (IDIX). Seth Klarman has continued to add to his position in Idenix Pharmaceuticals (IDIX), a relatively small biotech company engaged in the discovery and development of drugs for the treatment of viral diseases. Currently the company is… Read More
We are selling our position in Sprint Corporation (S). Leon Cooperman’s Omega Advisors hedge fund has just revealed that it sold nearly 60 million shares (or 62 percent of his position) of Sprint (S) in the third quarter. The big pare down comes after he bought nearly 30 million… Read More
Our newest recommendation dominates an increasingly popular Internet niche, operating one of the largest online marketplaces for vacation rentals in the world. The company runs multiple websites, and in recent quarters, has hosted hundreds of thousands of listings of rental homes all around the world. Owners and managers list their properties on the company's websites to rent to the public. While travelers get a vast choice of available vacation stays to choose from, often at better rates and with better amenities than at hotels, property owners and managers earn extra income by renting out idle properties. Read More