Some thoughts I wrote down about Cal-Dive on 7/11/2013
We are paying attention to the price action of Cal-Dive ($DVR). I am liking the spike I am seeing on the $DVR chart. There is a ton of value in this situation and the present set up reminds me of Avon ($AVP) and Nutrisystem ($NTRI). I wrote about Avon right here and Nutrisystem here.
There is a ton of potential energy in the $SPY/$DVR spread. We are long the spread.
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