March 14, 2016 by Dan • Trade Ideas

U.S. Telecom Service providers are deemed defensive from an investment standpoint due to their utility/consumer staple status, their lack of exposure to currency swings given their reliance on U.S. consumers, and lastly their commitment to …

Continue reading
February 16, 2016 by Dan • Commentary

Event: T-Mobile (TMUS) will report Q4 results tomorrow before the open. The options market is implying about a 5.5% one day move, which is rich to the 4 qtr average one day move of about …

Continue reading
October 22, 2014 by Dan • Commentary

Back in early August (original post below), I initiated a long position in AT&T with the thought that their generally poor Q2 results were reflective of an increasingly competitive mobile landscape, and that the iPhone …

Continue reading
August 8, 2014 by Dan • Commentary

For a sleepy stock, AT&T (T) has had an active past few weeks, trading in a nearly 10% range: The stock broke out to new 52 week highs late last month when Winstream (telco provider) …

Continue reading
May 20, 2014 by Enis • Commentary

Lightest options volume of the year, with even SPY options trading only about 60% of average volumes.  The single stock options market was dominated by names involved in M&A activity. 1.  T – Stock has stalled …

Continue reading
May 19, 2014 by Dan • Commentary

Yesterday AT&T (T) confirmed their rumored mega-deal to buy DirecTV (DTV), from Bloomberg: AT&T will pay $95 for each share of DirecTV, split between $28.50 in cash and the equivalent of $66.50 in stock, the …

Continue reading