June 11, 2018 by Dan • Trade Ideas

The U.S. Justice Department has sued AT&T (T) to block their proposed $85 billion acquisition of Time Warner (TWX) arguing in court that the combined assets will give AT&T unusual leverage to raise prices on consumers. …

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June 8, 2018 by Dan • Trade Ideas

Back in early March when Philip Morris International (PM) was trading close to $110 I made a bearish case for the stock given the rising rate environment, and investor sentiment for high yielding sectors like …

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June 6, 2018 by CC • Trade Updates

Leading up to Paypal’s late May analyst day we previewed the event itself and detailed a mildly bullish call calendar. Here was the original trade idea, from May 23rd: Buy the May25th/July 82.5 call calendar …

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June 6, 2018 by Dan • Trade Ideas

The S&P 500 Volatility Index (VIX) is set to close at its lowest level since late January, just prior to the S&P 500’s (SPX) all-time high, and down 75% from the fear gauge’s very brief spike to …

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June 1, 2018 by Dan • Trade Updates

Yesterday I offered my thoughts on investor expectations into Apple’s (AAPL) World Wide Developers Conference (WWDC) that starts on Monday afternoon (read here & below). With the stock up $3 today trading at $190, I …

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