General Electric (GE) is scheduled to report Q3 results Friday morning, Oct 21st before the open. The options market is currently implying a 2% one day move which is a tad rich to its 4 qtr …
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MorningWord 9/27/16: Save it for Your iVillage Blog, Lemon
With the rise of the internet in the 1990s we stumbled onto something new and democratic. No longer were public thoughts and opinions simply the purview of ivory tower intellectuals (or good looking talking heads), …
Continue readingMorningWord 9/26/16: Twitter (TWTR) – SubTweet
In case you missed the stories on Friday, it’s not likely that Twitter (TWTR) remains an independent company much longer. From CNBC’s David Faber: Since founder Jack Dorsey formally returned to the company a year …
Continue readingSalesforce (CRM) FQ2 Earnings Preview & Ideas
Event: Salesforce.com (CRM) reports fQ2 results tonight after the close. The options market is implying about a 5.5% one day move, which is basically inline with the 4 qtr one day average move of 5.3%, …
Continue readingMorningWord 8/24/16: Apple (AAPL) – Went to Spam
By now you have probably read a handful of articles recapping what happened in financial markets a year ago today. While we are on anniversaries, today also marks the 5 year anniversary of Tim Cook as …
Continue readingFireEye (FEYE) Pre-Earnings Long Alternative
Earlier I highlighted recent price action following earnings in three once loved tech stocks. All have high short interest, all were down sharply from their 52 week highs, and all are now experiencing sharp short …
Continue readingBig Printin’ CMCSA, F, GM, MCD
Here is some untied directional options flow that caught my eye in today’s trading: [private] CMCSA: Comcast has been a massive out-performer in 2016, up nearly 20% on the year, despite it’s current dividend yield …
Continue reading$TSLA – Solar Storm
Shares of Tesla (TSLA) have had a fairly volatile year, at its lows in February down 40%, at its highs in April up 90% from those prior lows. So far this year, investors concerns have …
Continue readingMorningWord 6/17/16: $VIA Duck
On Wednesday’s Fast Money on CNBC we had Tom Freston, former CEO of Viacom, to discuss the current board room battle between Sumner Redstone and its board. In case you haven’t been following the drama, …
Continue reading$MSFT – Web 2.Oh?!
Earlier today I offered some initial thoughts on Microsoft’s (MSFT) $26.2 billion cash bid for LinedkIn (LNKD), ($MSFT gets $LNKD). In a nutshell, my view is this deal is just another attempt, in a long line of failed attempts …
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