CRM

Trade Idea – An $ORCL Prophesy

December 3, 2015 by Dan • Commentary

In 2008, Oracle (ORCL) CEO Larry Ellison famously poked a little fun at the term Cloud Computing, (listen here, trust me its worth it) asking the question “WHAT THE HELL IS CLOUD COMPUTING?” Ellison, now the Chairman/CTO …

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That looks shopped – $ADBE

November 19, 2015 by Dan • Commentary

Last night SalesForce.com (CRM) reported better than expected Q3 results and the stock is trading up 6%, breaking out of a seven month range to new all time highs: Today’s gains of about $3.5 billion …

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Anatomy of a Trade – $CRM: In the Clouds

November 19, 2015 by CC • Commentary

Into potentially volatile events like earnings, specifically in stocks with high implied moves, and a history of post earnings movement, we like to offer what we deem to be dollar cheap hedges for those who …

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Name That Trade – $CRM: Stealing Product

August 14, 2015 by Dan • Commentary

Event: Salesforce.com (CRM) is scheduled to report their fiscal Q2 results next Thursday after the close.  The options market is implying about a 9.5% weekly move. With the stock near $72, the Aug 72 straddle …

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New Trade – Just Getting Through the $WDAY

June 23, 2015 by Dan • Commentary

In late May I took a look at cloud based human resource applications provider Workday (WDAY) prior to the company’s Q1 earnings report, and concluded the following: the problem with WDAY is two fold, an …

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Name That Trade – PANW: Security Guard

May 27, 2015 by Dan • Commentary

Event: Palo Alto Networks (PANW) reports fiscal Q3 results tonight after the close.  The options market is implying about a 5% one day move vs the 4 qtr average of about 6%.  Last quarter reported in …

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