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- European Automakers: What Happens after the Stimulus Is Finished?
- Trader Mark submits: So what happens after the stimulus and pull forwards? This is a situation we will one day be asking. As I wrote the other day, the master plan seems to be for the government to give away money month after month money grown on trees mind you...
- External links 2009-06-18
- Allegiant: Not All Airlines Are Created Equal
- Trader Mark submits: Allegiant Travel ALGT, being an airline, unfortunately is painted with the same brush as the rest of the industry. Oil up = sell airlines. Consumer weak = sell airlines. All they do is continue to execute. When I compare the data, they are pushing out versus the...
- External links 2009-07-09
- Lear Files for Bankruptcy - Who is Next?
- Trader Mark submits: As we said a month ago in [Jun 4, 2009: Detroit's Woes Wound an Army of Suppliers] I think many people do not understand the daisy chain that is the automotive industry - there are countless suppliers of various size. They have been in...
- External links 2009-06-25
- AeroVironment's 'Good Enough' Earnings
- Trader Mark submits: While the heart of earnings season starts up in 2 weeks (already?) some names with non typical quarter ends (i.e. July instead of June) are out this week. We mentioned Monsanto MON Wednesday morning, Darden Restaurants DRI reported Tuesday night not so great on guidance along with...
- External links 2009-06-25
- DryShips Joins the Share Dilution Parade
- Trader Mark submits: It is not just REITs and banks diluting shareholders hand over fist; we've seen companies in the industrials Dow Chemical, metals (Alcoa, US Steel), among many other industries. Even our lowly Smith & Wesson SWHC did a dilutive offering! What is amusing is there seems to...
- External links 2009-05-11
- Allegiant Travel Is Still a Unique Growth Story
- Trader Mark submits: Allegiant Travel ALGT made good on the shelf filing we pointed out a few weeks ago [Apr 24: Bookkeeping - Adding to Allegiant Travel]; it has now gone down twice on the same news item -typical market "logic".Via AP by Trader Mark
- External links 2009-05-06
- Allegiant Travel: Swine Flu Is Not a Threat?
- Trader Mark submits: As I scroll through the charts of positions on the long side, Allegiant Travel ALGT has one of the most challenged. It tried to rally through a key resistance the past 3 days and has been rejected - setting this up to be more of a short...
- External links 2009-08-26
- AutoNation's Story Is Good: Does Valuation Matter?
- Trader Mark submits: Aside from valuation (19x forward) which apparently is no longer a valid reason to either not buy a stock or to sell one, I like the story of AutoNation AN. Less competition is always a good thing - at least from a corporate standpoint. ...
- External links 2009-08-18
- Allegiant Travel Did Not Fly on Earnings
- Trader Mark submits: First a bookkeeping note - I am cutting most of my Allegiant Travel ALGT around $42.80. It has been all the over the map from $41.50s to $43.50s - this name can move a lot on very little volume. I had a quite large loss on this...
- External links 2009-07-23
- HOG Spends Yet Another Quarter at the Trough
- Trader Mark submits: We have a plethora of earnings reports, so we will have some guest posts coming later in the day to get through the multitude of names we want to cover. But first let's focus on Harley Davidson HOG - a name I've been following the full 2...
- External links 2009-07-17
- Excel Maritime Diluting Shareholders
- Trader Mark submits: We will all look fondly back at the period of this March and April when companies were rewarded handsomely for diluting their shareholders by 20, 40, 50%+ - I will remember seeing my REIT shorts destroyed as REITs diluted shareholders in excess of >50% and yet the...
- External links 2009-08-07
- Allegiant Drops after Earnings: Decline or Launching Pad?
- Trader Mark submits: Allegiant Travel ALGT sold off sharply post earnings [Jul 22: Bookkeeping - Allegiant Travel Does not Please on Earnings] despite what I thought was a solid report overall. There was some talk of a slowdown in the last month of the quarter June but that July had...
- External links 2009-08-05
- O'Reilly Automotive: If Only the Market Were Based on Fundamentals
- Trader Mark submits: I Imagined O'Reilly Automotive ORLY would do well, but you just can't go on hunches around earning season. We cut back ahead of earnings per the norm Tuesday, but as we opined by Trader Mark
- External links 2009-07-30
- Dryships - Reality Strikes Back
- Trader Mark submits: What has been so interesting about this market is watching so many names run up on nothing but thesis. The lemmings have taken to oil as if it's a global thermometer - if oil is up $1 that day, then ALL of the world's trade is coming...
- External links 2009-01-22
- Cruise Line Stocks May Be the Next to Sink
- Trader Mark submits:One group I've missed as I've railed against consumer discretionary are the cruise lines; one reader had mentioned it in comments late last week, so I started looking into it. An analyst is out today against Royal Caribbean RCL raising liquidity concerns - which is a kiss of...
- External links 2009-01-28
- Volkswagen Saga: Major Short Squeeze
- Trader Mark submits: We are obviously not involved with this "greatest short squeeze in history" as Volkswagen (VLKAY.PK) is on a German exchange and I wouldn't touch something this random and crazy with your 10 foot pole but some interesting developments - first Porsche (which is trying to buy shares...
- External links 2008-10-30
- Cramer Effect Hits AeroVironment
- Trader Mark submits: I did not notice the performance of AeroVironment AVAV yesterday because so many stocks are now being whipsawed 10-25% a day up and down, but it looks like the stock was mentioned by Jim Cramer on Monday's Mad Money and the stock has screamed higher - I...
- External links 2008-10-30
- Warnings from the Shops and Shippers
- Trader Mark submits: Before the main story: yet another 4%+ day - the volatility right now is simply unprecedented... 6% daily swings is starting to be the new norm. Simply jaw dropping moves. ********************** by Trader Mark
- External links 2008-10-15
- Why I Prefer Excel Maritime to DryShips
- Trader Mark submits: This is an ironic story because in the comments section last week, reader Keith P asked why I trade in Excel Maritime EXM rather than everyone's favorite dry bulk shipper - DryShips DRYS. Monday's news which has been a long time coming explains why [Oct 31, 2008:...
- External links 2009-04-01
- O'Reilly's Earnings Accelerate, but Stock Price Stalled
- Trader Mark submits: I just have to start laughing to myself - here I have a solid company O'Reilly Automotive ORLY, it beats by a whopping 7 cents ($0.47 v $0.40) with upside guidance for the year (granted, they only increased it by the amount of this quarter's beat) and...
- External links 2009-04-30
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