October 23, 2013 by Dan • Commentary

Event:  AMZN reports its Q3 earnings tomorrow (Thursday Oct 24th) after the close.  The options market is implying about a 6.5% one day move, which is above the 4 qtr avg of about 5.5%, but …

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October 17, 2013 by Enis • Commentary

Dan discussed EBAY in his Morning Word earlier today.  The key takeaway: As we highlighted in the Morning Word on Monday, market participants want high growth at any price in the current environment.  So even if …

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October 17, 2013 by Dan • Commentary

In what has become a disappointing trend for eBay investors, the company once again lowered guidance for the following quarter on this quarter’s results.  EBAY beat earnings by a penny and barely missed revenues, but …

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September 26, 2013 by Enis • Commentary

This is the second in our new series of Deep Dive posts.  GRPN seems an appropriate choice given its roller coaster ride over the last 2 years. Technicals: GRPN IPO’ed in late 2011 to abundant …

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July 15, 2013 by Enis • Commentary

Amid a very weak first half of 2013 for Latin American markets, MercadoLibre is one of the few positive standouts this year.  MELI is a $5 billion market cap Latin American marketplace site (a la …

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July 15, 2013 by Dan • Commentary

Event:  EBAY will report their Q2 earnings on Wednesday after the close.  The Options Market is implying about a 4.75% move vs the 4 qtr avg move of about 5.5%. Sentiment:  It is hard to …

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