January 25, 2017 by riskreversal • Trade Ideas

Something fairly extraordinary happened yesterday. AppDynamics was on the eve of their hotly anticipated IPO that would value the company near $2 billion. Now there won’t be an IPO. Because AppDynamics  was bought by Cisco …

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November 17, 2016 by riskreversal • Trade Ideas

Yesterday we offered some trade ideas into Cisco (CSCO) earnings report, one a defined risk stock alternative and one a hedge/bearish. With the stock down 5% today following the report we wanted to check in on …

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November 16, 2016 by riskreversal • Trade Ideas

Yesterday, we previewed Cisco’s (CSCO) fiscal Q1 earnings due today after the bell. I wanted to follow up with some trade ideas for those that are long or wish to play directionally. Currently the options …

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November 15, 2016 by riskreversal • Trade Ideas

Event: Cisco (CSCO) reports fiscal Q1 results tomorrow night after the close. The options market is implying about 3.5% one day post earnings move in either direction. That is shy of the 4 qtr average …

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August 25, 2016 by Dan • Trade Updates

Into Cisco (CSCO) earnings last week we looked at an idea for those looking to be long but with defined risk, and also an idea for those already long looking for potential leverage. I wanted …

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August 17, 2016 by Dan • Trade Ideas

Back in late May I made the case why NetApp (NTAP) could find itself in the sights of potential acquirers (here): investors are already speculating who can be on HPE’s shopping list.  NTAP has long …

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August 17, 2016 by Dan • Trade Ideas

Earlier, Dan previewed Cisco’s Q4 results due after the close. As Dan mentioned, the options are implying about a 1.25 move in either direction. That helps inform potential trade structures dependent on your prior or …

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August 17, 2016 by Dan • Trade Ideas

Event: Cisco Systems (CSCO) reports their fiscal Q4 results tonight after the close. The options market is implying about a 4% one day move tomorrow, which is a tad shy of the 4 qtr average one …

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May 25, 2016 by Dan • Trade Ideas

Shares of NetApp (NTAP) opened up about 4% this morning (they have since given back half the initial gains) possibly on speculation that the company could find itself in the sights of Hewlett Packard Enterprises …

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May 18, 2016 by Dan • Commentary

Event: Cisco Systems (CSCO) reports their fiscal Q3 results tonight after the close. The options market is implying about a 5.5% one day move tomorrow, which is a tad rich the 4 qtr average one …

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