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Dragonfly Capital Dragonfly Capital

Dragonfly Capital's Opinion & Analysis.
Featured here: a complete archive of all posts and research produced by Dragonfly Capital, including current material.
Lumber Says Homebuilders Are A Buy By Gregory W. Harmon - Nov 29, 2012

Most home builders reported earnings a couple of weeks ago and were soundly pummeled by investors. It happened to Beazer Homes (BZH), D.R. Horton (DHI), KB Home (KBH) and Lennar (LEN). Some down over...

Silver And Gold Into Christmas By Gregory W. Harmon - Nov 25, 2012

Now that Thanksgiving is done we can focus solidly on preparing for the biggest holiday of the year: Christmas. And as Sam the Snowman (Burl Ives) noted above that means turning toward Silver and...

Track Metals Not Energy By Gregory W. Harmon - Nov 22, 2012

When it comes to tracking ETF’s the there are winners and losers. The Equity Indexes S&P 500, Russell 2000 and NASDAQ are tracked very well by the (SPY), (IWM) and (QQQ). Maybe because there is a lot...

It's All Ball Bearings! By Gregory W. Harmon - Nov 21, 2012

Fletch said it best but Eaton Corporation (ETN) lives it daily. The stock of this Cleveland, Ohio based maker of Ball bearings (among many other things) has been knocking it out of the park since...

Trading Eaton Vance Post Earnings By Gregory W. Harmon - Nov 20, 2012

Eaton Vance (EV), the Mutual Fund Company, reports earning in the morning and where it has options they have spreads wide enough to drive a truck through and total open interest of only about 1,000...

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