About a week and a half ago, we highlighted the range that EBAY has been trading in for 2013 and offered a way to play that range after the stocks earnings decline offering a decent …
Continue readingEBAY
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 …
Continue readingDan 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 …
Continue readingIn 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 …
Continue readingMorningWord 10/14/13: EBAY will report their Q3 earnings Wednesday after the close. The options market is implying about a 5% move following the results, which is essentially inline with the 4 qtr avg move and …
Continue readingThis 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 …
Continue readingMorningWord 8/7/13: On Monday I took a quick look at the frothy action in Web 2.0 stocks ytd (FB, YELP & Z) vs their Web 1.0 peers EBAY, AMZN & YHOO in an effort to …
Continue readingMorningWord 8/5/13: Friday evening on CNBC’s Options Action we discussed the merits of the Web 2.0 stock rally and what it means for the broader bull market (below) when stocks with short earnings histories are …
Continue readingAmid 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 …
Continue readingEvent: 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 …
Continue reading