SNAP had a fairly brutal 2018, falling from a high above 20 in January before closing the year at 5. It’s been having a much better 2019. Eleven days ago Dan took a look at …
Continue readingFedEx (FDX) will report their fiscal Q3 results Tuesday after the close. The options market is implying about an $11 move or about 6% in either direction between now and next Friday, most of which …
Continue readingTonight after the close Oracle Systems (ORCL) will report their fiscal Q3 results. The options market is implying about a 5% one day move tomorrow which is a tad rich to its 4 quarter and …
Continue readingLast night on CNBC’s Fast Money program we discussed different ways to play semiconductors: Despite being positively disposed to some names (Intel from Jan 4th – Chip Rip?) I am not exactly sure the group …
Continue readingPrior to this week’s broad stock market rally, last week was the worst week for most of the major averages in the U.S. down between 2% for the S&P 500 (SPX) and 4% for the …
Continue readingEarlier this week Facebook founder and CEO Mark Zuckerberg announced in a blog post that the company was making a significant tweak to its business model in what he called A Privacy-Focused Vision for Social …
Continue readingOn February 20th Dan checked in on the bricks and mortar retail sector, especially focused on the reversal from the highs in Walmart (WMT) stock and what that could mean for a bunch of other …
Continue readingLast night on CNBC’s Fast Money, my co-panelist Tim Seymour made a bullish case for owning Exxon Mobile (XOM): The traders go yield hunting with four high-dividend stocks that are outperforming the market $XOM $GM …
Continue readingCostco (COST), the big box retailer will report fiscal Q2 earnings tonight after the close. The options market is implying about a 3.25% move in either direction by tomorrow’s close, which is above its ten-year …
Continue readingYesterday on CNBC, hedge fund manager Kyle Bass of Hayman Capital in an interview with Brian Sullivan warned that the likelihood that the U.S. avoids a recession in 2019 as Europe and Asia appear headed …
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