Dan had a good call about the potential for a bounce in BRCM after their analyst day in his Name That Trade post on Tuesday. The stock’s breakout to a 4 month high caught our …
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Broadcom has been a very dramatic under-performer vs the SOX and the broad market in 2013, down 16.5% vs INTC up nearly 21%, the SOX and the Nasdaq up nearly 35% each. The company is …
Continue readingInvesting in Tech in 2013 could probably best be described as a situation of have an have nots. For every highflying web or “cloud” stock marching to what feels like new highs on a daily …
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MorningWord 9/18/13: The iPhone 5s is not even in stores yet and analysts who cover the smartphone supply chain are already looking forward to the next product cycle, in AAPL’s case, to a larger form …
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Single stock options blocks ruled the unusual activity on what was a volatile session in the morning, only to spend the afternoon praying for the weekend to come. AAPL: the three most actively traded single …
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Single stocks ruled the large options block trades today, on what was a generally sideways day. JCP : stock is up more than 10% this week, the options flow has been fairly mixed but heavy. In …
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Call it nostalgia, but BRCM is a stock I continue to follow all these years after I was a market maker in the name on the floor of the Amex, when the semi stocks were …
Continue readingWith BRCM basically unchanged following its earnings, it’s clear that any long premium strategy into the print would have been a loser. The winning play would have been to fade that average move by selling …
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BRCM reports their Q1 tonight after the close. The options market is implying about 7% vs the 4 qtr avg move of about 7.5%. Tonight’s report could cause some confusion when initially reported, the company closed their …
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QCOM reports Q3 tonight after the close, the options market is currently implying about a 7.5% move vs the 4 qtr average move just a little shy of 4%. -Wall Street analysts are overwhelmingly positive on the …
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