We’ve discussed Consumer Staples stocks a bit in the past few weeks. We look at that group as fairly expensive in an expensive market. Amazon’s recent moves in bricks and mortar is likely to also …
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Last week we previewed Broadcom (AVGO) earnings and detailed a simple call sale for those that were long stock. That call sale was not a hedge at all but with the stock lower it eases …
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CC and I are both going to be off the trading grid next week while we will each be traveling with our families and will not be posting. We hope that you enjoy the final week …
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One of the strategies we like to employ during low volatility, low volume holiday/ vacation periods is calendars. The idea here is that the weeks of the year into the end of Summer, around Thanksgiving, …
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Broadcom (AVGO) will report their fiscal Q3 results tonight after the close. The options market is implying about an 6% one day move tomorrow which is rich to its 4.25% average following the last four …
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Yesterday we checked in on Williams Sonoma (WSM) into their earnings and detailed a countertrend bullish position with defined risk that looked for a small bounce on earnings and a possible follow through into the …
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It’s becoming increasingly difficult to figure out which retailers and brands are Amazon-doomed and which are Amazon-proof. There was some thought of late that hardline retailers like those in the home improvement space might be …
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Apple (AAPL) is not the sort of stock that we frequently note unusual activity, despite the obviously tremendous notional value that trades on a daily basis. One reason is that a good bit of the …
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This morning high-end homebuilder Toll Brothers (TOL) reported fQ3 earnings that beat but offered guidance that was slightly below expectations. Shares of TOL are down 4% this morning, approaching near term technical support after just last …
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Copper is trading at levels it has not seen since May 2015, up more than 50% from its 2016 lows, which at the time were seven-year lows: Investors keep an eye on industrial commodity prices …
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