1. TZP Update: #216

    February 29, 2008

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  4. pdate On Mylan And Viropharma Earnings… And Our Positions

    February 28, 2008

    Email – #412 As I mentioned a couple of days ago, we had two of our companies report quarterly earnings and future guidance yesterday. First up, let’s deal with Mylan (NYSE: MYL)… The company reported good numbers that were above analyst expectations. However, its guidance was subdued by the poor performance of one of its…

  5. Taking Note of Tenet, Financials and Commodities

    February 28, 2008

    Email – #413 Tenet Healthcare (NYSE: THC) reported numbers this week. They came in much better than expected. What does this mean for our position? We are well in-the-money on this one and it looks like we are also well on our way to notching our first quadruple-percentage winner this year. The turnaround continues to…

  8. Watch Out For Mylan Tomorrow

    February 26, 2008

    Email – #411 Just wanted to send a quick note that Mylan Labs (NYSE: MYL) reports its earnings before the market opens tomorrow. You should know that it could have quite an impact on the share price. More than 21% of the float on Mylan is sold short and if the company’s reports better-than-expected numbers…

  12. TZP Update: #215

    February 22, 2008

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  14. TZP Update: #214

    February 21, 2008

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  15. TZP Update: #213

    February 21, 2008

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  17. Holiday Blues

    February 20, 2008

    Email – #410 As I wrote yesterday, the market was likely to respond negatively after a positive start. It failed to through key resistance levels and even managed to give up all of its early gains. This inability to break out of its recent trading range is not encouraging for the short term. For the…

  18. TZP Update: #211

    February 20, 2008

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  19. Market Looking Good… For Now

    February 19, 2008

    Email – #409 Following very good news from overseas this weekend, the stock markets are looking up right now. This makes a pleasant change from the last holiday weekend – Martin Luther King Day – when we opened the next day down more than 500 points. That said, the market’s overall psychology is still quite…

  20. TZP Update: #210

    February 15, 2008

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  21. TZP Update: #208

    February 14, 2008

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  22. TZP Update: #205

    February 14, 2008

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  25. TZP Update: #207

    February 13, 2008

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