September 22, 2015 by CC • Commentary

Up until yesterday’s weak data on existing home sales, and the reversal of many homebuilders in the last couple trading sessions, housing in the U.S. is perceived to be one of the brightspots in an otherwise mediocre, slow …

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June 23, 2015 by Dan • Commentary

In case you missed it, recent U.S. housing data is pointing to a recovery, from this morning’s WSJ.com Housing Showing Signs of Recovering: Existing home sales rose at their strongest pace in five-and-a-half years in May, suggesting that …

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April 22, 2015 by Dan • Commentary

Here is some generally directional, untied options activity that caught my eye during Tuesday’s trading: 1. BBBY – reported disappointing fiscal Q4 results on April 8th and the stock declined 5.5% the next day. Yesterday when the stock was …

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April 7, 2015 by Dan • Commentary

Bed Bath and Beyond (BBBY) reports their fiscal Q4 results Wednesday after the close, the options market is implying about a 7% one day move which is essentially inline with the average over the last …

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February 18, 2015 by Dan • Commentary

Back on Jan 9th I took a look at Bed Bath & Beyond (BBBY) after the company issued disappointing Q3 results and lowered current quarter guidance. Analysts labeled the results “low quality”  as they only …

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January 14, 2015 by Dan • Commentary

We’re officially into earnings season and so far, investors are shooting first and asking questions later.  This week alone we have seen sharp share declines in stocks like AAL, BBBY, KBH, TIF & SNDK after disappointing results, while …

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January 9, 2015 by Dan • Chart of the Day

Shares of Bed Bath and Beyond (BBBY) are down 8% this morning after analysts called the quarter just reported “low quality” with earnings that benefited from a lower than expected tax rate and share buybacks. …

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July 14, 2014 by Dan • Commentary

Despite the SPX being back at all time highs, there is no shortage of single stock examples in the consumer/retail sector showing signs of strain.  On Friday I broke down last week’s consumer related news, …

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July 7, 2014 by Enis • Commentary

Naturally, Thursday’s half-day saw very light options volumes, with technology names the most active as the major indices hit new highs once again. 1.  CSCO – CSCO rallied to its highest level since last August.  Calls …

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