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Stocks - Category Archive


Jan 10
Tuesday

Lululemon - Goldman 1 vs theinflationist 0

Filed under Stocks

Lululemon is up 14.87% - now trading at $61.40 - OUCH!

Michelle Tan, analyst from Goldman had a BUY on Lulu last week. At the same time, we fired a tiny short in the yoga retailer. Feeling the pain at the moment, but very happy its up. Our initial position usually serves as a depth gauge.

One concern we have is the huge number of shorts - up to 10% of shares short at the moment. NOT a good sign.

All entries filed under Stocks


Short Retail Australia Trades Update | Long Cash Backed Resource Companies Short Tech Companies
no responses - Posted 01.10.12
We wrote in August 2010 that we were shorting Australian Retail - that the "good times" won't last forever. Going to shopping centres back then, one would not be aware that the world just went through GFC a year or so ago. Australia was "insulated" from the outside world as ...continue
Order to Close Netflix long @ 120
no responses - Posted 01.10.12
Another good day for Netflix - up more than 14% when we looked. Order to close HALF our Netflix holdings at $120. That's the minimum target for our long as the gap closes. Invariably, it will overshoot that mark. Our personal Netflix holdings are in at $67 - Taking half ...continue
Ron Paul Documentary: SAVE AMERICA
no responses - Posted 01.07.12
I cannot imagine why Americans would vote for anyone other than Ron Paul. The truth coming out of Ron Paul is refreshing. continue
Short Yoga @ 53.50
no responses - Posted 01.06.12
Opened a small short Lululemon at $53.50 - all time high is $64, with current PE of 47 and market cap of 7.7b. We have been scoping out Lululemon retail shops in Australia - looks dead even during peak festive season. Checked out their products, although high quality, many are ...continue
Ron Paul 2002 Prediction
no responses - Posted 01.06.12
When Ron Paul made the prediction in 2002, Gold was $300. Inflationary collapse have not occurred yet so far. continue


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