Here is some generally directional, untied options activity that caught my eye during Monday’s trading: 1. AMAT – the stock had its largest volume day in more than ten years as the stock declined 8.5% …
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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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Despite some high profile disappointments in the last couple of weeks by retailers like ANF, COH, KORS, KSS and WMT, the sector as a whole has caught a rally of late. The increased optimism about the U.S. …
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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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From its 2009 lows below $20, to the recent all time highs on the first trading day of 2014 above $80, BBBY dramatically outperformed the broad market, and most peers, gaining more than 300%: Since …
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Yesterday there was some divergent price action in two semi-highend retailers, COH and KORS, with COH shares attracting some notable put volume in front of tomorrow’s annual analyst meeting. As I detailed on Fast Money …
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Just now, I was talking to a smart trader at a large institution on instant message as we do most mornings. Part of most traders pre-open morning routine is to digest the news between the …
Continue readingA weakening U.S. consumer has been a theme with us for months, and we have routinely made the point that the strong performance of the XRT and the XLY have masked some fairly dismal single …
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Q2 earnings season as a whole was a fairly mixed bag, with the latter part marred by downbeat results and visibility from consumer facing companies like ANF, COH, RL, M, TGT & PNRA, which caused …
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We looked at doing some trades in HLF and COH who both reporting before the open tomorrow morning (HLF tonight, COH tomorrow morn). In case you missed it, here’s Dan’s preview of HLF. We ended …
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