On Tuesday I previewed Workday’s (WDAY) fiscal Q2 results that were reported last night. Regular readers know that I am skeptical of stories like this. Stocks that trade at ridiculous multiples, are massively unprofitable on a …
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The technology industry is full of ‘collaborations’. Established players that are slow to innovate and adapt to increasingly rapid change often invest in, or partner with smaller companies for a whole host of reasons. I …
Continue readingEvent: Oracle (ORCL) reports fiscal Q3 results tomorrow after the close. The options market is implying about a 4.5% one day move, which is slightly high of its 4 quarter average of about 4.25%, but in …
Continue readingShares of enterprise cloud software provider Workday (WDAY) are up nearly 14% today after reporting fourth quarter sales that beat expectations, and grew a whopping 43% year over year (despite guiding the current qtr lower). …
Continue readingBuying the dip in a market like this comes with some high risk but also the potential for high reward, especially in single stock names. We highlighted two such names the past few days Recently …
Continue readingEvent: Palo Alto (PANW) reports their fiscal Q2 results tonight after the close. The options market is implying about a 10% one day move, which is rich to the 4 quarter average of about 5%. …
Continue readingEvent: SalesForce.com (CRM) reports Q4 results tonight after the close. The options market is implying about a 9% one day move, which is rich to its 4 qtr average one day move of about 5.5% …
Continue readingEarlier today there was an options trade in Salesforce.com (CRM) that got me looking at the stock. First things first, the trade was fairly inconsequential, despite being a purchase of 12,000 March 95 calls for 7 …
Continue readingLast week I previewed Oracle’s (ORCL) fiscal Q2 earnings report due out after the close (here). With just a few hours to the print, the options market is implying about a 5% move between now …
Continue readingEvent: Adobe Systems (ADBE) reports fiscal Q4 results tomorrow after the close. The options market is implying about a 6% one day move, which is rich to the 4 qtr average of about 4% and …
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