On February 8th (Citibank: The Bankers – Endgame) I detailed my bearish view on U.S. banks stocks discussing a recent turn of events in the group but mostly focusing on the pivot of the U.S. …
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Back in November, I took a look at the homebuilding space (Home is Where the Heart is?) highlighting a contrarian call from research house Funds that on the group: At the time I highlighted a …
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On February 15th, when shares of Nike (NKE) were near $85, and threatening a new all-time high, I detailed reasons why I thought their upcoming guidance would disappoint and why the stock might be on …
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On March 12th’s Fast Money one discussion was on the semi conductor stocks. Dan mentioned Applied Materials (AMAT) and the next day wrote here on RiskReversal with two different ways to express a bullish idea. …
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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 …
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On 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 …
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About 5 weeks ago, Dan wrote his thoughts on Johnson & Johnson (JNJ) following their negative headlines (about asbestos in their baby powder!) and detailed an inexpensive bullish trade looking for a move back towards …
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On Tuesday (below) I offered some thoughts on the retail sector following Walmart’s (WMT) results and stock response and in front of the next two weeks earnings reports from some of the XRT’s (S&P Retail etf) …
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A couple of weeks ago Dan highlighted a big trade in General Motors (GM) Calls. Here’s what he had to say, from Feb 7th: At least one trader was feeling down with it this morning, …
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Way back on December 10th Dan checked in on gamemaker Electronic Arts (EA) and detailed a trade that sold some premium in the near term to finance calls to play for move higher into and …
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