|Day Low/High||8.36 / 8.59|
|52 Wk Low/High||5.86 / 18.85|
We booked hefty wins last week exiting Blue Apron and GE and trimming our position in Fitbit.
The appointment of outsider Joe Reece to a key board post indicates Del Frisco's Restaurant Group is serious about considering a potential sale of the business.
While the overall stock market finished last week essentially unchanged, the portfolio had several outperformers.
We added one new position and doubled down on another during a very good week for the portfolio.
We exited two positions last week as the portfolio and the market started off the year in the green.
Del Frisco’s has put itself in play, but there is the potential that no transaction will emerge.
Investors in Del Frisco's Restaurant Group Inc saw new options begin trading this week, for the February 15th expiration. At Stock Options Channel, our YieldBoost formula has looked up and down the DFRG options chain for the new February 15th contracts and identified the following put contract of particular interest.
We added a position in Fitbit, scaled deeper into AcelRx Pharmaceuticals and improved our cost basis in Pitney Bowes.
While the portfolio is down year-to-date, on a relative basis we are well ahead of our benchmark in one of the most challenging market environments in years.
Shares jump after the company announces it's considering a possible sale of its business.
Results for DRI’s Fine Dining segment provide optimism for our Del Frisco’s position.
What’s likely to catch the market’s attention is the sequential drop in year over year retail sales growth in November.
Despite steep declines in the broader market last week, the portfolio had several winners and was helped by our large cash position.
Assessing Engaged Capital's acquisition of a 10% stake in Del Frisco’s Group and what happens next.
Engaged Capital, LLC, an investment firm specializing in enhancing the value of small and mid-cap North American equities, today sent a letter to the Board of Directors of Del Frisco's Restaurant Group, Inc.
We added to two positions last week, as positive action in the market led the Russell 2000 to climb.
Given the market pressures of last week, there was little room to hide as the gut punches continued to hit small-cap and technology stocks.
We will buy more shares of Del Frisco's and GNC and improve our cost basis in the process.
A study of analyst recommendations at the major brokerages shows that Del Frisco's Restaurant Group Inc is the #105 broker analyst pick among those stocks screened by The Online Investor for strong stock buyback activity. To make that list, a stock must have repurchased at least 5% of its outstanding shares over the trailing twelve month period.
We have to remember there are several headwinds blowing on the overall stock market.
We're expecting better margins for Del Frisco's Restaurant Group in the current quarter and are upbeat about its growth plans.
Despite swimming against the recent tide with small-cap stocks, we have several positions that are more than holding their own.
We saw a number of our positions rebound along with the market last week.
We are now at heightened alert levels with the Del Frisco’s announcement, and will dig even deeper than usual into earnings, when they arrive.
We continue to see reasons to be bullish about AXT Inc. short and long term, and are encouraged by results of competitors to Del Frisco's Restaurant Group.
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