February 23, 2016 by Dan • Commentary

Shares of Disney got whiggidy whacked the day after their fiscal Q1 earnings on Feb 9th, closing down nearly 4% at a new 52 week low. Investors remain more concerned with subscriber losses at ESPN than relieved …

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February 9, 2016 by Dan • Trade Ideas

Yesterday I did a short preview on Disney’s fiscal Q1 results due out after the close: Event: Disney (DIS) will report fiscal Q1 results tonight after the close. The options market is implying about a …

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December 24, 2015 by Dan • Commentary

A year ago, as the calendar was about to turn, few would have pegged Disney (DIS) to be a battle-ground stock 0f 2015. ESPN, their cash cow, was flying on all cylinders. And there were …

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December 13, 2015 by Dan • Commentary

Here is a quick recap of trades that we initiated, closed, or debated in the week that was Dec 7th to Dec 11th: Trade Idea – $XLU: Utility Player We continue to think the risk reward …

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