June 7, 2011

ACORDA THERAPEUTICS (ACOR) AND BIOGEN (BIIB) RUMOR MONGERS OUT IN FORCE

Acorda Therapeutics (ACOR) rumor spreaders are out in force. They are misleading the uninformed investors about a statement Biogen (BIIB) just made at a conference.

We have taken partial profits on Acorda at $30.20.

Our highest short tranche in Acorda is from $33.48.

The rumor related to Biogen buying Acorda is proven false. However, we are exiting Acorda with profit at $31.16 in the interest of defensive trading.

With this cover, we will exit the position completely.

If there are new actionable signals on Acorda, we will provide those in real-time to subscribers.

30 day free trial subscriptions are available.… Please click here or the title below to read more.

June 7, 2011

ULTA SALON, COSMETICS (ULTA) RUN UP IS UNWARRANTED

Ulta Salon, Cosmetics (ULTA) runs health and beauty retail stores. This has been a fast growing chain. After the close Ulta Salon reported earnings of $0.37 per share $0.06 more than the consensus. Revenues rose 20.5% to $386 million vs $372 million.

The Ulta Salon has high short interest and thus a pop on these earnings is reasonable.

Our issue is with the headlines describing Ulta Salon’s guidance. Headlines are screaming ‘upside guidance’. Ulta Salon’s guidance is $0.31 to $0.33 vs. $0.30 for the earnings. Revenue guidance is $378 – $384 million vs. $378 million consensus. The guidance is clearly better than expected but projections in the guidance are only minimally above the expectations. … Please click here or the title below to read more.

June 7, 2011

TEMPLE-INLAND (TIN) BID BY INTERNATIONAL PAPER (IP) HAS ANTITRUST RISK

Temple-Inland (TIN) bid by International Paper (IP) has antitrust risk.

In some segments, the combined company will have over 30% market share. Such market share will invite scrutiny of Temple-Inland and International Paper by the Department of Justice. The possibility of the Department of Justice rejecting the bid by International Paper for Temple-Inland is real.

Even without the antitrust risk, if Temple-Inland decides to fight the bid by International Paper, Temple-Inland can delay any acquisition by almost a year.

Those holding Temple-Inland stock may consider taking profits right here and focusing on other stocks in this segment that are acquisition candidates. … Please click here or the title below to read more.

June 7, 2011

TALBOTS (TLB) GETTING CLOSE TO A BUY POINT

This morning Talbots (TLB) reported lower than expected earnings. Projections from Talbots were also lower than expected. Talbots is going to close 100-200 stores.

A proven way to make money is to buy when it is the darkest, but long-term fundamentals are in tact. Talbots has a new management team. The work is cut out for them and it is not going to be easy to turn Talbots around.

Talbots is rapidly approaching a point where buying it makes sense for an eventual 300-400% gain.

When the time is right, we will issue a buy signal on the Real Time Feed of the ZYX Buy Change Alert.… Please click here or the title below to read more.

June 7, 2011