Gran Tierra Energy (GTE) was a dog of the INK Canadian Insider Index when it left on November 15th during the semi-annual rebalancing. It was removed because its price was too low. Now, INK Research wonders if this dog may have its day in 2020.
Andrew Freedman, CFA, communications sector head at Hedgeye, explains why the battle between streaming services is set to explode in November. In this interview with Jake Merl, Freedman updates his pairs trade on Netflix and Disney, examines why cord-cutting and content wars are bullish for Roku, and notes his outlook for the three stocks. Filmed on October 29, 2019.
Dave Floyd of Aspen Trading Group sees $BBBY’s recent price spike as a great opportunity to get short. Since Mark Tritton’s appointment as CEO was announced on October 9th, the stock is up over 40%, and Floyd sees this as too much too fast for the relatively untested executive. With over 60% of the float currently shorted, Floyd lays out an alternative method of playing the setup using call spreads. Filmed on October 23, 2019 in Bend, Oregon.
Tom Thornton, founder of Hedge Fund Telemetry, returns to Real Vision to discuss his short thesis on Alibaba. In this interview with Jake Merl, Thornton highlights various technical and liquidity concerns for the stock, and suggests an options trade to take advantage of the current opportunity. Filmed on September 24, 2019.
Andrew Freedman, CFA, communications sector head at Hedgeye, makes his Real Vision debut in style with a pairs trade on Netflix and Disney. He discusses why Netflix’s subscriber growth is hitting a wall, explains how Disney’s DisneyPlus could be a Netflix killer, and breaks down his price targets for both stocks, in this interview with Jake Merl. Filmed on July 29, 2019.
Bill Fleckenstein, president of Fleckenstein Capital, talks with legendary financial reporter Jim Grant about how his career transition came at a fortuitous time. Moving from technology to finance, coinciding with the beginning of the 1980s technology bull market, Fleckenstein made an especially timely bet. This video is excerpted from a piece published on Real Vision on October 29, 2018 entitled “Diagnosing Monetary Disorder.”