This post was just published on ZYX Buy Change Alert. This is the largest bank in Spain. The bank is experiencing rapid growth outside Spain, especially in Latin America. It is one of the cheapest banks in the world due to its holdings of Spanish sovereign debt. The position is long
This post was just published on ZYX Buy Change Alert. OWW is long from $8.15. As of this writing the OWW is trading at $11.64. EXPE is long from $47.00 and partial profits have been taken as high as $89.20. As of this writing EXPE is trading at $88.83. OWW has received a
This post was just published on ZYX Buy Change Alert. RAD is long from an average of $4.96 and 60% of the full core position size is being held. As of this writing in the after hours RAD is trading at $8.11. Partial profits have been taken as high as $7.38.
This post was just published on ZYX Buy Change Alert. MOS is long from $42.23. 45% of the full core position size is being held. As of this writing after hours the stock is trading at $51.36. MOS reported earnings better than the consensus. MOS also reported strong sales of both potash and
(The Weekly Digest reproduces the morning capsules made available every morning before the market open in the Real Time Feeds to the paying subscribers. ) GOLD AND BONDS DOWN, STOCK UP ON BLOWOUT EMPLOYMENT REPORT February 6, 2015 January Non-Farm Private Payrolls came at 276K vs. 225K consensus. Bonds, gold,
This post was just published on ZYX Buy Change Alert. The Real Reason For Oil Run On January 30th, the Rig Count Report showed a larger dip in working rigs than the consensus. This triggered a short squeeze. The short squeeze has continued. According our algorithms, almost all of the rise
(The Weekly Digest reproduces the morning capsules made available every morning before the market open in the Real Time Feeds to the paying subscribers. ) GDP DISAPPOINTS January 30, 2015 Q4 GDP-Advanced came at 2.6% vs. 3.2% consensus. The disappointment has caused interest rates to fall, stocks to fall,
This post was just published on ZYX Buy Change Alert. YHOO is being sold aggressively in the wake of less than expected revenues of BABA. YHOO has a major stake in BABA. This stake will be spun off later this year. In our analysis BABA is likely to buy the spinco.
This post was just published on ZYX Buy Change Alert. BABA is long from $68 and 150% is being held. Profits have been taken as high as $110.63. Consider taking profits on another 20% in the zone of $90.20 to $95.84. Consider continuing to hold the remaining 130%. Also temporarily suspending buy
This post was just published on ZYX Buy Change Alert. JOE is a very long-term position. JOE is one of the biggest land owners in Florida. A simple fact is that over a long period of time land value goes up. However, in the short to medium-term there is a problem. Bruce Berkowitz,