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$HBI 2Q15 Q&A: Saad of Evercore ISI asked about difference between sell-through vs. retailers in replacement business. Rich answered that it is approx. $20MM. That would be a couple weeks of supply out there and it's all built into guidance and what's to come is more likely going to be in 3Q15 than not.
$EXTR has been on an interesting uptrend, fundamentals kinda tricky but solid technical. Earnings 5th
Wow! $MCD scores again.
$SPY can the rally continue? La Pen almost assured to lose makes me cautious about the results, not a place to panic. If 2400 is reached I'm selling my puts and going for broke. Happy hunting.