Investors are scrambling to expand the realm of the sorts of industries, companies, products and services that might fit the narrative of increased infrastructure spending. While tech stocks largely under-performed the initial post election gains …
Continue readingSomething fairly extraordinary happened yesterday. AppDynamics was on the eve of their hotly anticipated IPO that would value the company near $2 billion. Now there won’t be an IPO. Because AppDynamics was bought by Cisco …
Continue readingAfter a fairly rocky 2016 for Tesla (TSLA), despite the unveiling the future of the company (the mass market model 3 to be delivered in 2018 in volume), shares have been on a tear since …
Continue readingEvent: Texas Instruments (TXN) reports Q4 results tonight after the close. The options market is implying a little less than a 3.5% one day post earnings move, which is a little rich of the 4 qtr average …
Continue readingShares of Qualcomm (QCOM) are down 12% today following Apple’s (AAPL) $1 billion lawsuit against the mobile chip make, alleging QCOM, per WSJ: leveraged its monopoly position as a manufacturer of baseband chips, a critical component …
Continue readingAmerican Express (AXP) reports Q4 results tonight after the close. The options market is implying about a 3.8% one day post earnings move, which is shy to its 4 qtr average one day move of …
Continue readingEvent: Wireless semiconductor company Skyworks Solutions (SWKS) is scheduled to report fQ1 results tomorrow after the close. The options market is implying about a 5% one day post earnings move which is a tad shy …
Continue readingOn December 16th we previewed FedEx’s Q2 results and detailed a trade to play for a pullback in the stock, targeting the 185-180 area. Here was the trade and rationale at the time: *FDX ($196) …
Continue readingCitibank (C) reports Q4 earnings tomorrow morning before the open. The options market is implying about a 2.5% one day post earnings move tomorrow, which is above the 4 qtr average one day post earnings …
Continue readingEvent: Netflix (NFLX) will report Q4 results tomorrow after the close. The options market is implying about a 10% one day post earnings move, which is shy to the 11.25% average over the last 4 quarters, …
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