BABA (and as such, YHOO), are getting smoked. Anyone betting on earnings tomorrow? I am long at 80.
Will also be initiating a position in BKD over the next week or so. I am a believer in the senior living space and BKD is the preeminent firm. I am hopeful that management and HF-backed board members will push for a monetization similar to Dillard's/Hudson Bay/Red Lobster over the next 18 months.