March 3, 2015 by Dan • Commentary

Event: Ambarella Inc (AMBA), the supplier of chips to mobile cameras like GoPro (GPRO), reports their fiscal Q4 results today after the close.  The options market is implying about an 8% one day move which …

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March 2, 2015 by Dan • Commentary

Not all Solar companies are created equal, those like SunEdison (SUNE) who have, and FirstSolar (FSLR) and Sunpower (SPWR) who have recently announced plans for a  Yieldcos* (read our discussion here and below)  have dramatically outperformed  those …

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March 2, 2015 by Dan • Commentary

Event: Best Buy (BBY) reports Q4 results tomorrow morning before the open. The options market is implying about a 6% one day move which is shy of the 4 qtr average of about 4.7%. It …

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March 2, 2015 by Dan • Commentary

In case you missed it, Lumber Liquidators (LL) was featured in a VERY negative light on last night’s 60 Minutes program on CBS, with not only short sellers suggesting massive fraud by the company, but …

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March 1, 2015 by Dan • Commentary

Hi Traders, I wanted to take the opportunity to detail some emphasis in our writing style that you may have noticed. Regular readers know that we put a lot of time, research and consideration on …

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