Earlier today I offered some initial thoughts on Microsoft’s (MSFT) $26.2 billion cash bid for LinedkIn (LNKD), ($MSFT gets $LNKD). In a nutshell, my view is this deal is just another attempt, in a long line of failed attempts …
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We try to be a bit careful on drawing too many conclusions from unusual options activity as it’s nearly impossible to tell the initiating traders intent for the trade without intimate knowledge of the trader, …
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Microsoft (MSFT) has enjoyed a bit of a resurgence from a relevance standpoint since Satya Nadella took the CEO helm after formerly heading the company’s cloud business. The new found focus of Nadella on innovation …
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Sometimes the shorts get it right. Take SolarCity (SCTY). With 38% short interest, a relatively small float, 64 million shares of the 98 million outstanding (where their Chairman Elon Musk owns 21 million of those …
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“Do you want to sell sugared water for the rest of your life? Or do you want to come with me and change the world? Steve Jobs to John Sculley (1983) Tuesday on CNBC’s Fast …
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After the close last night, Disney (DIS) announced that COO Thomas Staggs, long thought to be the successor for current CEO Bob Iger, has left the company after 26 years. Shares of DIS are down nearly …
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Last night, on CNBC’s Fast Money program we discussed the JP Morgan’s (JPM) investor day that had the stock down 4% yesterday. JPM CEO Jamie Dimon portrayed a calming tone, despite acknowledging headwinds to his business, having …
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There was a lot of noise made about Walmart’s (WMT) relative out-performance to the S&P 500 (SPX) in 2016. It up about 8% on yesterday’s close vs the SPX down about 6%. The out-performance was …
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Shares of JP Morgan have shown incredible relative strength to every major bank stock the world over, only down 19% from its 52 week highs and down about 14% in 2016. In the U.S., large …
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On January 28th Visa (V) reported fiscal Q1 results that beat expectations, and offered in-line guidance. The stock rallied 7.5% the next day. On the earnings call management suggested that the strength of the dollar …
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