December 30, 2015 by CC • Commentary

At the end of November we detailed a trade idea in GE that looked to finance upside calls in February with the sale of Dec31st calls of the same strike. This is a strategy we …

Continue reading
December 29, 2015 by CC • Commentary

One of our favorite year end strategies is slightly upside call calendars in stocks we feel may drift higher into the final trading days of the year with chances for further upside once the calendar …

Continue reading
December 29, 2015 by Dan • Commentary

Sorry to do it to you, but one last post on Twitter in 2015.  A few days ago, early TWTR shareholder, and quasi-activist tweeted this: The problem. The opportunity. $TWTRhttps://t.co/odXJMVyJ9O — Chris Sacca (@sacca) December 24, 2015 …

Continue reading
December 28, 2015 by Dan • Commentary

2015 started with the promise that lower oil might heal the ills in our low growth economic recovery. This has obviously not been the case in many sectors, and particularly in our consumer led economy with …

Continue reading
December 28, 2015 by Dan • Commentary

If your Christmas clean up was like mine, it consisted of breaking down Amazon.com boxes. Ten years ago when I started as a Prime member, my wife and I didn’t say a word to anyone …

Continue reading
December 24, 2015 by Dan • Commentary

A year ago, as the calendar was about to turn, few would have pegged Disney (DIS) to be a battle-ground stock 0f 2015. ESPN, their cash cow, was flying on all cylinders. And there were …

Continue reading