August 22, 2016 by Dan • Trade Updates

Towards the end of July we took a look at the HYG, the iShares high yield corporate bond etf. At the time, HYG had been in a very tight consolidation around $86. Here was the …

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August 22, 2016 by Dan • Trade Ideas

Event: Toll Brothers (TOL) reports their fiscal Q3 results tomorrow before the open. The options market is implying about a 4% one day post earnings move, which is shy of the average move following the …

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August 19, 2016 by Dan • Trade Ideas

Two weeks ago we looked at Nike (NKE) stock and thought that it offered good risk reward for those looking for a catch-up trade, especially given the international exposure that comes from Olympic Games time. …

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August 19, 2016 by Dan • FREE ACCESS

Despite mounting pressures, both internally and externally, for a divided FOMC (as evidenced by the July minutes) to raise short term interest rates for only the second time since June 2006, the yield in the …

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August 18, 2016 by Dan • Trade Ideas

In case you missed the headline: *WTI CRUDE CLOSES IN BULL MARKET, UP 22% FROM EARLY AUGUST LOW – Bloomberg That was a fairly epic short term bounce right from the nice round number and level …

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August 18, 2016 by Dan • Trade Ideas

This may be getting old by now, asking yourself questions like why does Johnson & Johnson (JNJ) trade at 18x expected 2016 eps?  Yeah defensive (medtech, pharma & shampoo) with that buyback and 2.66% dividend yield, …

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August 18, 2016 by Dan • FREE ACCESS

The technology industry is full of ‘collaborations’.  Established players that are slow to innovate and adapt to increasingly rapid change often invest in, or partner with smaller companies for a whole host of reasons. I …

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August 17, 2016 by Dan • Trade Ideas

Back in late May I made the case why NetApp (NTAP) could find itself in the sights of potential acquirers (here): investors are already speculating who can be on HPE’s shopping list.  NTAP has long …

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August 17, 2016 by Dan • Trade Ideas

Earlier, Dan previewed Cisco’s Q4 results due after the close. As Dan mentioned, the options are implying about a 1.25 move in either direction. That helps inform potential trade structures dependent on your prior or …

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