Tomorrow the Federal Reserve will meet in their third to last meeting of the year. Fed Fund futures are implying about a zero percent chance of a raise tomorrow or at their November 1st meeting …
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Last week we took a look at the breakouts in online payment companies and the new highs in credit card companies and wondered why American Express (AXP) hadn’t joined the party. We detailed a simple …
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As we get closer to the approval of AT&T’s (T) $85.4 billion acquisition of media company Time Warner (TWX). If the deal is on track, it might make sense to keep one’s antennas up for …
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Last week on CNBC’s Fast Money I highlighted a bullish trade in the SMH, the Semiconductor etf, where a trader rolled a call position up and out. Selling to close calls that were near the …
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Recent breakouts to new all time highs in online payment stocks like Paypal (PYPL), Square (SQ) and Shopify (SHOP) got us looking around. For instance, is the good news in payment processors also good new …
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On Monday we took a look at Home Depot (HD) stock after it had backed off a bit after its run into Hurricane Irma that had taken it to resistance. Following the storm the stock …
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Yesterday we discussed the reasons for McDonald’s (MCD) sharp sell-off from an all time high, its worst one-day performance since July 2016 (here). Which got me looking at a few other fast casual restaurant stocks. One that …
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In late August (and all the time really) we discussed beaten up retailers and which might have a good defense strategy vs Amazon. Williams Sonoma stuck out as an interesting example. From August 23rd: it’s …
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Bloomberg says McDonald’s is down 3.3% today because of the recent storms in the U.S. south?? Aside from maybe terrorism, investors, for the most part, are willing to give company’s a pass for ‘Acts of …
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Going into (Broadcom) AVGO earnings on August 24th, we detailed a fairly simple over-write for those long the stock. Following the earnings, the stock was lower, with the call sale providing a little bit of …
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