June 4, 2015 by Dan • Commentary

Shares of Cisco Systems have under-performed the Nasdaq Composite in a fairly meaningful way so far in 2015, up only 3.6% to the Nas up up 7.2%.  Despite rising nearly 30% from the 52 week …

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February 13, 2015 by Dan • Commentary

President Obama is speaking today in Silicon Valley at what is being called the White House Summit on Cybersecurity and Consumer Protection, where he will, or already has signed an executive order designed to strongly encourage U.S. companies to …

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December 18, 2014 by Dan • Commentary

Last night Oracle (ORCL) reported fiscal Q2 results that were broadly better than expected, with forward guidance that was encouraging and much bullish commentary on the call.  The stock is up 8.5%, making new 52 …

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November 12, 2014 by Enis • Commentary

Event:  WMT reports earnings tomorrow, Nov. 13th, before the open.  The options market is implying a 2% move, which is above the 4 quarter average of 1.25%, but in line with the 8 quarter average of …

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November 11, 2014 by Enis • Commentary

Event:  CSCO reports its fiscal Q1 earnings tomorrow, Nov. 12th, after the close.  The options market is implying about a 4% move, which is below both the 4 quarter and 8 quarter average move of about 6.5%. …

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