Intuitive Surgical's newest robot is giving investors something more to cheer about.
What you may have missed, including takes on Micron, SolarCity, Zagg, Fastenal, Family Dollar, Sysco and Nu Skin.
Before your eyes roll -- if you do nothing else, scan down to the bold-faced part of this story, and start reading from that point on. If you have a few minutes more: Last week's SEC suit against L&L Energy CEO Dickson Lee on fraud charges didn't make the headlines. Nor did the news that he landed in a Federal prison in Seattle, waiting for an arraignment Tuesday, as the Feds seek criminal charges against him on the same securities charges. My only question, even though these are just charges: What took 'em so long?
Prices are falling as industry capacity is rising.
Due to the company's admitted complexity, I am adding the stock to my Watch List with a yellow flag.
Ask veteran short seller Andy Matthes what three stocks he think are unusually risky and, after thinking a second, he quickly names them: Family Dollar, Fastenal and Sysco. They're among several dozen stocks in the Teton Valley Fund, a new short-selling mutual fund he co-manages with short-selling analyst Gary Cooper. Like the rest of fund's portfolio, these are big, liquid and, unlike so much of the focus in the short community, not shorts because they believe they're disasters in the making. Instead, Matthes says they're "companies that go through the natural business cycle and have a hiccup. It doesn't make them bad people or bad companies." But what it does, if Matthes' and Cooper's financial statement sleuthing is right, is make them ripe for a tumble. Even in markets like this, which have been devastating for the shorts, stocks that somehow turn in unexpectedly bad or disappointing news do tumble.
Word is that Logitech may buy Zagg -- and that would certainly be good for Zagg.
Even the company doesn't likely know how things will shake out.
These stocks aren't disasters in the making, but do have immediate issues.
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