We put the EBAY structure on about 2 weeks ago with the thought that EBAY would likely be range bound after earnings given the technical support around $50, but the poor fundamental outlook after a …
Continue readingCall Fly
Facebook’s performance over the last 4 months has been absolutely remarkable, adding more than $60 billion in market cap in less than half a year. And really, most of the fundamental shift rested on a …
Continue reading
About a week and a half ago, we highlighted the range that EBAY has been trading in for 2013 and offered a way to play that range after the stocks earnings decline offering a decent …
Continue reading
Dan discussed EBAY in his Morning Word earlier today. The key takeaway: As we highlighted in the Morning Word on Monday, market participants want high growth at any price in the current environment. So even if …
Continue reading
Last night URBN announced that they had authorized a share repurchase program for up to 10 million shares, as there prior buyback from Aug 2011 had been fulfilled. Back on Aug 19th, URBN reported …
Continue reading
Here is a quick recap of all of the trades that we initiated, closed, managed or expired in the week that was June 17th through June 21st:
Continue reading
Trade Update June 20th, 2013: earlier this week NTAP made a new 52 week high, quickly approaching the sweet spot of what was an in the money call butterfly prior to the company’s fiscal Q4 …
Continue reading
Here is a quick recap of all of the trades that we initiated, closed, managed or expired in the week that was May 20th through May 24th:
Continue readingTrade Update May 23, 2013: This short vol / long delta trade before AAPL earnings has worked out quite well, but I want to take the profits here so that I have more flexibility to …
Continue reading
I laid out all the angles on NTAP in the earnings preview post earlier today, included below. This is a boring “cheap tech” stock in an unloved area, with the main excitement in the name …
Continue reading