An Update on Third Point Reinsurance

An Update on Third Point Reinsurance

Third Point Reinsurance (TPRE) was added to the Pivotal Point portfolio in the middle of last month, and has struggled a bit since. No worries. The Bermuda company is the public investment vehicle of Dan Loeb, the billionaire activist hedge fund manager. The business prospects, and share price are nearing an inflection point. Reinsurance might not be […]

PowerShares QQQ Call Options

PowerShares QQQ Call Options

Talk about a schizophrenic market! The Dow Jones Industrial Average was up by triple digits, while the Nasdaq was down by triple digits at one point yesterday. The Nasdaq ended the day with an 87-point, or 1.2% loss. And it not only wiped out the double-digit open gain on your recently purchased PowerShares QQQ Trust QQQ171215C00155000) […]

Why Fidelity National is Setting Up for its Next Leg Higher

Why Fidelity National is Setting Up for its Next Leg Higher

The financial services sector is in the midst of a digital transformation. With 20,000 clients worldwide and 27 billion transactions processed, Fidelity National Information Services (FIS) is in a unique position to capitalize. Its business and share price have reached a pivotal point of inflection, which is why we put them in our Pivotal Point Trader portfolio last week. […]

Trade Alert: Time to Book Another 50% Plus Gain

Trade Alert: Time to Book Another 50% Plus Gain

We’ve booked our fair share of 50%-plus winners in 2017: Glu Mobile (GLUU) +81%, Camtek (CAMT) +50% and Encana (ECA) +83%. (Myers Industries (MYE) didn’t make the 50% and above cut, but it still landed us a +40% gain.) Today, let’s add another one to our list … I recommended AeroVironment (AVAV) in this year’s April issue. AeroVironment makes small unmanned aircraft systems, advanced development […]

Trade Alert: Sell These 2 Stocks for a Net Gain of Around 50%

Trade Alert: Sell These 2 Stocks for a Net Gain of Around 50%

I have two trades for you to make today… First, I recommended Glu Mobile Inc. (GLUU) 12 months ago in last year’s October issue. GLUU develops, publishes and markets mobile gaming apps. Its portfolio includes action, casual, family, strategy, sports and celebrity-themed games. The company has thrived in the mobile gaming hit-driven business. And its stock price skyrocketed […]

No Year-end ‘Window Dressing’ Needed – Our Core Strategy Gains of 2017

No Year-end ‘Window Dressing’ Needed – Our Core Strategy Gains of 2017

Since last month’s update (9/27/17), we closed eight more trades in Wall Street Front Runner. Six “core” trades from the S&P 600: Axcelis Technologies Inc. (NASD: ACLS) … +4.8% NMI Holdings Inc. (NASD: NMIH) … +1.5% Pacific Premier Bancorp Inc. (NASD: PPBI) …     +0.0% Photronics Inc. (NASD: PLAB) … -3.7% Par Pacific Holdings Inc. (NYSE: PARR) … -5.3% […]