Earlier I highlighted Intel’s (INTC) inability to fill in its earnings gap from late Oct when the stock declined 6% post results (read here). Another stock that has failed to do so, despite the broad …
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Here is some apparently untied directional options activity that caught my eye in today’s trading: PYPL: Paypal reports Q3 results Thursday after the close. The options market is implying about a 5% one day move, …
Continue readingStrange memories on this nervous night in San Francisco. The kind of peak that never comes again? If you listen very closely, you might just be able to hear it… the sound of universal optimism around …
Continue readingLast night on CNBC’s Fast Money we discussed Facebook’s launch of their Marketplace feature, think internal Ebay: As Julia Boorstin reported, the Marketplace had a gaff at launch by not having a filter set for …
Continue readingOn November 13th we detailed a bullish leaning trade in Paypal (PYPL). We wanted to establish a position where we had leverage in the event of a breakout, but offered a reasonable buffer to the …
Continue readingAfter years of hype, mobile electronic payments, both consumer and peer to peer, have finally become a disruptive trend. And it suddenly seems there are hundreds of fintech startups as well as established tech behomeths …
Continue readingHere is some generally directional options activity that caught my eye during Monday’s trading: 1. EBAY – made a new all time today, on investor excitement about the impending tax free spin off of PayPal. There was a …
Continue readingHere is a quick recap of trades that we initiated, closed, or debated in the week that was April 20th to 24th: [hr] Monday April 20th: Name That Trade – $IBM: You’re My Boy Blue …
Continue readingYesterday, we placed a bullish trade on EBAY with the thought that a move back to $60 could be in the cards given the stock’s pre-earnings decline as well as the fact that the impending …
Continue readingEVENT: EBAY will report their Q1 results tonight, and the options market is implying about a 4.75% one day move vs the 4 qtr avg of about 4.3%. There was a large trade in the …
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