Yesterday in this space we discussed the illusion of massive equity market gains since the Nov 8th election (Alternative Tracks). The reality is that the S&P 500 (SPX) is up a mere 3.5% from the …
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Shares 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 …
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Two days ago we previewed Skyworks Solutions (SWKS) fQ1 earnings. We liked what we saw technically and fundamentally versus its peers and felt a good report could spring the stock higher with little resistance until …
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Event: 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 …
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Shares of Apple (AAPL) closed up 10% in 2016, gaining a little more than $60 billion in market capitalization in a year that saw their first year over year decline in earnings and sales since …
Continue readingEvent: Nike (NKE) reports fiscal Q2 results tonight after the close. The options market is implying about a 4.5% one day post earnings move. With the stock at $51.50, the Dec23rd weekly 51.50 strangle (the call …
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Investors in U.S. equities have been buying stocks based on an assumption that the incoming administration will be “pro-business” (lower corporate taxes and less regulation). For the most part, investors are correct to assume that, …
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Event: Broadcom (AVGO) reports their fiscal Q4 results tonight after the close. The options market is implying about a 5.5% one day post earnings move tomorrow, which is essentially in line with the average over the …
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On August 30th, we wrote a recap of some trade ideas Dan presented on a panel at the Ameritrade Investools Conference. The ideas focused on 3 widely held stocks in big cap tech, media and …
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Apple (AAPL) has been at the forefront of technological innovation for the last three decades. But this past Summer, European Union competition commissioner Margrethe Vestager claimed that their financial innovation shielded profits from taxes over …
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