Yesterday (read here) I highlighted some put activity in Disney (DIS), a day before the company reports fiscal Q3 results after tonight’s close: The largest trade of the day came shortly after the open. When …
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Last night on CNBC’s Fast Money we had a discussion about the impact of imploding commodity prices on the economy and the financial markets. I am the farthest thing from an economist, but since crude …
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Disney (DIS) reports fiscal Q3 results tomorrow after the close. The options market is implying about a 3% one day move, which is a tad rich to the 4 qtr average of about 2.5%. Looking …
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Regular readers know that we try not to get sucked into investment ideas with buzz-phrases like cloud transition, upgrade cycles, back to school etc etc… that’s all mumbo jumbo that technology investors over-use in an …
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It’s hard to find many tech stocks that have performed as admirably in 2015 as Ambarella (AMBA) has with 130% year to date gains. The company makes video compression and image processing semiconductors that go into …
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Prior to crude oil’s double bottom low in Q1, there was a chorus of investor/strategists /analysts/pundits who suggested that low oil prices would be a boon for corporations as the result of lower input costs, …
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Here is a quick recap of trades that we initiated, closed, or debated in the week that was July 27th – July 31st:
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