Apple. Lots of peeps are scratching their head about the stock’s reaction so far to what by all accounts was a very good quarter. The stock is down about 6% because the company sold 1 …
Continue readingCarl Icahn
Please take a peek at the conversation I am having with Guy Adami, Tim Seymour, Eric Jackson, Mike Khouw, Brian Kelly and CC Lagator on Apple (AAPL) on our new site The Ticker District. I’m expanding my portion of the …
Continue readingYesterday, we placed a bullish trade on EBAY with the thought that a move back to $60 could be in the cards given the stock’s pre-earnings decline as well as the fact that the impending …
Continue readingEVENT: EBAY will report their Q1 results tonight, and the options market is implying about a 4.75% one day move vs the 4 qtr avg of about 4.3%. There was a large trade in the …
Continue readingOver the last 24 hours, CNBC’s Scott Wapner reported that Herbalife has been contacted by law enforcement agencies: Federal law enforcement agencies recently contacted several Herbalife members for information about their own business practices According to …
Continue reading“You are not special. You’re not a beautiful and unique snowflake. You’re the same decaying organic matter as everything else. We’re all part of the same compost heap. We’re all singing, all dancing crap of …
Continue readingEarlier in the MorningWord (Picking On Stock Pickers) I highlighted some of the recent commentary on those who look to gain out-sized returns by picking individual stocks. Activists investors very much fall in the category. …
Continue readingInteresting read on the WSJ.com last night titled “Hedge Funds Take Cautious Line on Stocks” suggesting that a sharp decline in the use of leverage by large hedge funds, coupled with their under-performance in 2014 are …
Continue readingAt one point this morning IBM shares were up almost 2% on unconfirmed rumors that activist investor Carl Icahn was going to take a stake in the beleagured tech giant: Shortly after the open, and …
Continue readingDespite Herbailfe (HLF) being cut in half in 2014, losing more than $3 billion in market cap from the all time highs made in January, the story is far from over. Today we should be …
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