At this time yesterday I considered the reasons why shares of Netflix (NFLX) were up nearly 20% in the pre-market following better than expected Q3 subscriber results (here). Clearly investors were not expecting such a …
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Shares of Time Warner have massively outperformed (up 23%) the broad market year to date (SPX up 5%), and peer Disney (DIS, down 13%). The stock caught my attention for a couple of reasons today. …
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Shares of Netflix are up 17% as I write after releasing Q2 results showing far better than expected streaming subscriber additions. They also guided Q4 higher. This comes after two consecutive quarters of worse than …
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Event: Netflix (NFLX) will report Q3 results tonight after the close. The options market is implying about a 10% one day post earnings move, which is shy to the 13% decline following each of the last …
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I’ve written about Netflix (NFLX) on a few occasions of late (here, here and here), and while the subscription growth (or lack thereof in Q2) reported in July was disappointing, the M&A environment we find ourselves in makes …
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I know that most investors and pundits see all time highs in the largest equity market in the world as some sort of victory for capitalism. It’s been a victory, but not exactly for “free …
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After this post I am going to sign off for the rest of the day and I won’t be doing TV tonight. I am going upstate to pick up my girls from camp, and then …
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For weeks now, financial journalists, blog writers, and tv pundits have been pointing towards Q2 earnings season as the true guidepost to what’s in store for U.S. financial markets in the back half of the …
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Earlier, Dan previewed NFLX earnings. I wanted to look at a few trade structures for those looking to play. Netflix options are implying a 10 dollar move in either direction by Friday’s expiration. That makes …
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Event: Netflix (NFLX) will report Q2 results tonight after the close. The options market is implying about a 10% one day post earnings move, which is basically in line with the 4 quarter one day …
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