Latest Insights on FIVE
Sell Five Positions to Prepare for the New Year December 13, 2017 Pivotal Point Trader Like many retailers, Michael Kors Holdings (KORS) is closing stores. Unlike most, the stock is surging. There is good reason. The British company is finally getting back to its roots. After several years trying to appeal to the mass market, it is returning to the fat margin world of upscale brands. I added the stock to the […]
The Stock Price of Amazon is Too High – A Buying Opportunity December 11, 2017 Investment Opportunities Amazon has seen its stock skyrocket more than 50% over the last 12 months, and many investors are wondering if now is a good time to short the stock.
Is Gold a Sign of a Global Financial Crisis? December 9, 2017 Global Economy World powers are stocking up on gold ahead of a possible collapse.An Update on Third Point Reinsurance December 6, 2017 Pivotal Point Trader 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 […]
This Is Tesla’s Real Business (It Isn’t Sports Cars) December 5, 2017 Global Economy I have a proposal for Tesla CEO Elon Musk: Sell Tesla’s money-losing automotive operations and focus the company where the real profit bonanza is.





