December 23, 2015 by CC • Commentary

On December 10th Adobe (ADBE) reported Q4 earnings that beat estimates with revenues inline. The stock made a new high in the days that followed before retreating a little. It is now making a move …

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December 13, 2015 by Dan • Commentary

Here is a quick recap of trades that we initiated, closed, or debated in the week that was Dec 7th to Dec 11th: Trade Idea – $XLU: Utility Player We continue to think the risk reward …

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December 9, 2015 by Dan • Commentary

Event: Adobe Systems (ADBE) reports fiscal Q4 results tomorrow after the close. The options market is implying about a 6% one day move, which is rich to the 4 qtr average of about 4% and …

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December 3, 2015 by Dan • Commentary

In 2008, Oracle (ORCL) CEO Larry Ellison famously poked a little fun at the term Cloud Computing, (listen here, trust me its worth it) asking the question “WHAT THE HELL IS CLOUD COMPUTING?” Ellison, now the Chairman/CTO …

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November 19, 2015 by Dan • Commentary

Last night SalesForce.com (CRM) reported better than expected Q3 results and the stock is trading up 6%, breaking out of a seven month range to new all time highs: Today’s gains of about $3.5 billion …

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September 16, 2015 by CC • Commentary

Event: Adobe (ADBE) is set to report fiscal Q3 results tomorrow after the close. The options market is implying about a 6.5% move between now and the end of the week, which is rich to the average …

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June 18, 2015 by Dan • Commentary

Technology stocks, as measured by the Technology Select etf (XLK), are up 3.3% on the year, making it the fourth best performing sector in the S&P 500 (SPX) behind Healthcare, Consumer Discretionary and Basic Materials. …

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June 16, 2015 by Dan • Trade Ideas

Yesterday we previewed Adobe’s (ADBE) fiscal Q2 results due out after the close today (below), and concluded: into the print I would expect it would take a meaningful beat and raise for the stock to …

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