November 3, 2016 by riskreversal • Trade Updates

Last Friday and then again yesterday we previewed Facebook’s (FB) Q3 results. We also detailed some trade ideas for those long the stock or those inclined to initiate a new long position into the print, but with …

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November 2, 2016 by riskreversal • Trade Ideas

Event: Facebook (FB) reports Q3 results tonight after the close. The options market is implying about a 6% one day post earnings move tomorrow, which is shy of the average over the last 4 quarters …

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October 28, 2016 by riskreversal • Trade Ideas

Event: Facebook (FB) reports Q3 results on Wednesday November 2nd after the close. The options market is implying a little less than 6% one day move, which is equivalent to about $23 billion in market capitalization.  The stock …

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October 28, 2016 by Dan • FREE ACCESS

Yesterday in this space I did a little compare and contrast between expectations into Amazon.com (AMZN) and Alphabet’s (GOOGL) Q3 earnings due out last night (here). In a nutshell, I emphasized: AMZN is likely the one …

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October 27, 2016 by riskreversal • Trade Ideas

Earlier we highlighted the implied move in the options market (along with a few other fun facts) for Amazon.com’s (AMZN) Q3 results due out after the close: The options market is predicting about a 7% …

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October 18, 2016 by Dan • FREE ACCESS

Shares of Netflix are up 17% as I write after releasing Q2 results showing far better than expected streaming subscriber additions. They also guided Q4 higher. This comes after two consecutive quarters of worse than …

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September 29, 2016 by riskreversal • Trade Ideas

Earlier today I had some thoughts on Costco (COST) into tonight’s earnings results (MorningWord 9/29/16: COST’$ Cut).  The crux of it is becoming painfully obvious, Amazon.com (AMZN) is eating brick and mortar retail’s lunch quarter …

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September 29, 2016 by Dan • FREE ACCESS

Costco (COST) will report fiscal Q4 results tonight after the close.  The options market is implying about a 3% move tomorrow in either direction. That’s rich to the 4 qtr average one day post earnings …

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