Trade Update March 18, 2012 at 10:03 am: Since I initiated the QCOM trade after it popped on earnings back on Jan 31st. My thought at the time was that QCOM was likely stuck between …
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We have spent our share of time on the site of late debating the strength of the housing recovery and the ability for some of the homebuilders to increase earnings at a pace that would justify existing …
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SodaStream is a polarizing company and a polarizing stock. Some people love the carbonation systems, others think it’s a useless fad. Meanwhile, the stock has a short interest of about 43% of the float, one …
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Discover Card is the ugly red-headed stepchild in the credit card business. Its network is not as widely accepted as Visa and Mastercard, and since it actually makes its own loans as opposed to partnering …
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When I tell you that we are doing our best to fight some urges here, I really mean it. The price action this week was fairly irrational in our opinion, from the nearly down 2% …
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CRM reports Q4 earnings tonight after the close, the options market is implying about an 8% move vs the 4 qtr avg move of about 7%, with all 4 of the prior quarters being up! …
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Here is a preview of what I will discussing tonight on Options Action on CNBC at 5PM: Based on the housing market headlines I’ve seen in the past year, you’d think housing prices were increasing …
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I’ve traded in and out of WHR 2 times (here and here) in the past month. My original thesis was related to stretched valuation, poor technicals, and my view that the market had become too …
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I laid out my directional thoughts on QCOM in the Name That Trade post yesterday. Following QCOM’s earnings results last night, Dan had this to say in the Morning Word: Last night QCOM reported results …
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Aside from AAPL, there are few stocks that we get more questions about than FB. While AAPL spent the first 9 months of last year gaining hundreds of billions of dollars in market cap, FB …
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