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Bio: Equity research | PhD in chemistry | Former O&G scientist

05:04 PM  10/18/18 reply  |  re-tweet

“Death by $AMZN (Msgs, Twts) “ too broad a brush to paint ALL brick & mortar with (ex. see $BBY (Msgs, Twts). And to lesser extent $WMT (Msgs, Twts) $TGT (Msgs, Twts)… https://t.co/hgTuyqPZQY

11:23 AM  10/18/18 reply  |  re-tweet

RT @bespokeinvest: Twitter $TWTR (Msgs, Twts) trying to close above $30 for the first time in a little over a month. Up 5%+ on the month, well ahead of…

08:18 AM  10/12/18 reply  |  re-tweet

RT @charliebilello: 2018 Total Returns... Commodities $DBC (Msgs, Twts): +7% US Stocks $SPY (Msgs, Twts): +3% US High Yield $HYG (Msgs, Twts): +1% US Preferreds $PFF (Msgs, Twts): -2% US Bond…

07:40 PM  10/09/18 reply  |  re-tweet

RT @LesliePicker: To recap this busy Tuesday in activism world: - Bill Ackman’s Pershing Square takes a $900 million stake in Starbucks $S (Msgs, Twts)…

06:46 AM  08/22/18 reply  |  re-tweet

RT @laurenthomasx3: Target shares surge as retailer reports strongest sales growth in 13 years https://t.co/Ut1dTMS5Cn $TGT (Msgs, Twts) $WMT (Msgs, Twts) $AMZN (Msgs, Twts) $KR (Msgs, Twts)

05:47 AM  07/30/18 reply  |  re-tweet

RT @KeithMcCullough: OIL: up another +1.1% this am, but signaling lower-highs like Energy $XLE (Msgs, Twts) stocks are

06:05 PM  07/29/18 reply  |  re-tweet

RT @FactSet: The forward 12-month P/E ratio for $SPX (Msgs, Twts) is 16.7, above the 10-year average of 14.4. https://t.co/Oof7puhifH https://t.co/IQ9zf…

06:03 PM  07/29/18 reply  |  re-tweet

RT @FactSet: The trailing 12-month P/E ratio for $SPX (Msgs, Twts) is 22.0, above the 10-year average of 17.2. https://t.co/jKpusvVPkQ https://t.co/xlnH…

06:57 PM  07/27/18 reply  |  re-tweet

RT @FactSet: 73% of $SPX (Msgs, Twts) companies have beaten sales estimates to date for Q2, well above the 5-year average (58%). https://t.co/WBeTVNq2cZ…

04:27 AM  07/26/18 reply  |  re-tweet

RT @carlquintanilla: From @GoldmanSachs’ Hedge Fund Trend Monitor, May 18. (h/t @sallyshin) $FB (Msgs, Twts) https://t.co/AOeBLt064e

05:48 PM  07/19/18 reply  |  re-tweet

RT @CNBCFastMoney: Fast food stocks sizzling, with $SHAK (Msgs, Twts) $CMG (Msgs, Twts) $DNKN (Msgs, Twts) and $DPZ (Msgs, Twts) soaring in the last 3 months https://t.co/hcQGKRzGuB

08:15 AM  07/17/18 reply  |  re-tweet

RT @megtirrell: $JNJ (Msgs, Twts) Q2 earnings topped expectations, but the company lowered its 2018 sales forecast. New CFO Joe Wolk joined us on ⁦@Squa…

11:31 AM  06/28/18 reply  |  re-tweet

No position. But $SBUX (Msgs, Twts) with better P/E and similar EV/EBITDA to $DNKN (Msgs, Twts) $MCD (Msgs, Twts). Will take a closer look if it continues… https://t.co/OCpuoaEQ3V

09:36 AM  06/28/18 reply  |  re-tweet

$SBUX (Msgs, Twts) at 52-week low. Monitoring. Like this around $40.

01:11 PM  06/27/18 reply  |  re-tweet

New position in $GILD (Msgs, Twts) at $69.75

04:50 PM  06/22/18 reply  |  re-tweet

RT @carlquintanilla: Here’s Goldman Sachs, saying $GE (Msgs, Twts) should suspend the dividend for 18 months. (via @marfgilbert) @CNBC https://t.co/ZUq…

12:00 PM  06/22/18 reply  |  re-tweet

No position but $CPB (Msgs, Twts) up nicely this month after being left for dead. Attractive dividend too.

11:57 AM  06/22/18 reply  |  re-tweet

Like $JNJ (Msgs, Twts) under $120. Looking to start position then.

11:56 AM  06/22/18 reply  |  re-tweet

Hoping $SFIX (Msgs, Twts) gets back under $25 to start position. Missed the boat?

11:23 AM  06/22/18 reply  |  re-tweet

Closed position in $AGN (Msgs, Twts) at $173.50 for 2.3% gain.

11:22 AM  06/22/18 reply  |  re-tweet

Closed position in $AGN (Msgs, Twts) at $173.50

01:19 PM  06/21/18 reply  |  re-tweet

New position in $DIS (Msgs, Twts) at $106.40. Wanted to get in under $100 but may not see that level any time soon. Also, origin… https://t.co/Mt6ucOVkh4

11:13 AM  06/20/18 reply  |  re-tweet

Though it seems everyone hates $SBUX (Msgs, Twts) right now, it’s interesting at these levels. Strong support around $50? Won’t… https://t.co/ctdTOWqKfK

09:21 AM  06/18/18 reply  |  re-tweet

Will pull trigger on $DIS (Msgs, Twts) DITM Calls if it gets below $100 next few weeks.

07:43 AM  06/13/18 reply  |  re-tweet

Like $DIS (Msgs, Twts) at ~$98. Interested in JAN 18 2019 70.00 Call. Implications of bidding war with $CMSA (Msgs, Twts) is overblown. Like… https://t.co/FqhSeuHsPR

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