Airelon's Market Tactics 37.9

A few thoughts to round out the week ...

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Victory Lap #2: FFIV

Not often we get a short and a long both working so well on the same day.  Read on for my recap of FFIV- this thing is a little crazy...

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NFLX - Story Looks Broken

I've attached my sheet which shows you all of the NFLX metrics.  The Story looks broken, and the Street may have figured that out now.  This company, adding unprofitable subscribers through more costly advertising programs to deliver low-quality streamed entertainment and DVDs through the mail, is simply not worth 35 times earnings. 

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Position Q2 Results Summary

A brief write-up on the quarterly results of one of our positions.

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Airelon's Market Tactics 37.7

Another one page update ...

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Airelon's Market Tactics 37.5

Another brief entry this morning ...

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AAPL: Macs to the Rescue

This blow-out quarter is why we're long AAPL.  

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Airelon's Market Tactics 37.3

I'm going to keep this short and sweet ...

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Airelon's Market Tactics #37

Last week, I took some time to discuss and review the seasonal tendencies for the equities markets for the month of July.

I reviewed the fact that since the beginning of May 2010, the equities market have strongly held to those seasonal tendencies.

And based off of those comments, the “Airelon's Market Tactics” model dividend account now holds a hedge based off of those comments ...

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CPI Commentary

Here is my commentary on Friday's CPI release.

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