After studying the details of the debt ceiling deal, here is a list of action items that all investors should consider: Short sell nursing home stocks. On our radar screen are Skilled Healthcare Group (SKH), Sun Healthcare Group (SUNH), and Kindred Healthcare (KND). Buy banks with strong treasury exposure. On
JPMorgan (JPM) is dead money in the short run. This post is in response to several emails that we have received from the readers of this blog. At this juncture three screens of the ZYX Change Method are positive and three screens are negative.We have carefully analysed JPMorgan’s conference call. Our
This morning, there are two upgrades on Molycorp (MCP) including one from JP Morgan (JPM). Morgan was the underwriter of the secondary and the upgrade was expected. Nonetheless, we will cover our short position right here around $46.20 and look for opportunities to short at higher prices starting around $47.50 in