MorningWord 1/29/13: Last night YHOO reported it’s first anual revenue increase (up 2%) since 2008, not particularly a huge accomplishment considering that sales have been stuck btwn $4.38 billion and $4.48 billion for the last 4 years, …
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The VIX has now risen for 4 straight days, albeit from 5 year lows. But the VIX has done that while the SPX index has actually ticked gradually higher, as it’s up 0.5% on balance …
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Names that report this week were generally the most active. FB – Call to put ratio was over 3 to 1 today ahead of its earnings report on Jan 30th. The weekly 34 calls, weekly 36 …
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With a heavy earnings calendar this week (see Macro Wrap for calendar), we went through many names that report this week looking for attractive risk/reward option structures. YHOO popped up on our radar for several …
Continue readingContinuing on the theme of earnings trends in the S&P 500 from this morning’s Macro Wrap, is the S&P 500 index historically cheap or expensive given the current level of earnings? Here is a 15 …
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MorningWord 1/28/13: The SPX’s close above 1500 Friday, a new 5 year closing high, is fairly remarkable when you consider that one of its largest components, AAPL, over the last few years made a new …
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With financials earnings essentially over, the focus shifts to other sectors. Here is the contribution to S&P 500 earnings by sector: Financials are the largest contributor, at around 19% of S&P 500 earnings, …
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Here is a quick recap of all of the trades that we initiated, closed, managed or expired in the week that was Jan 22nd thru Jan 25th:
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Here’s a preview of what I’ll be discussing on Options Action, tonight at 5pm ET Event: Carl Icahn and Bill Ackman went at eachother on CNBC this afternoon. In case you missed it, here’s …
Continue readingHere’s a preview of what I’ll be discussing on Talking Numbers today between 3:20 and 3:30 pm EST on CNBC: With AAPL making new 52 week lows today, XOM has actually surpassed it as the …
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