MorningWord 10/8/12: It was probably hard to miss last week, but wireless telecom m&a is back, not exactly back like the early part of the last decade when Deutsche Telecom paid $50 billion for Voicestream in July 2000 to …
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MorningWord 10/5/12: Despite Samsung’s little smartphone patent spat with AAPL over the past few months, the company last night pre-announced better than expected Q3 earnings that mark the forth straight qtr of record earnings and saw sales …
Continue readingMorningWord 10/4/12: Since VZ broke AT&T’s stranglehold on the iPhone back in early 2011, and Sprint joining the party late last year, there has been a lot of talk about AAPL’s ability to command such …
Continue readingMorningWord 10/3/12: Where the heck are some of these stocks trading at all time highs going from here?? There was a time when short term momentum trading kept me busy for most of the day, …
Continue readingMorningWord 10/2/12: The financial media gets really geeked up about headlines like this one yesterday from Bloomberg: *GOOGLE’S MARKET CAP SURPASSES MICROSOFT IN EARLY TRADING. The truth is, aside from the 24 hour financial news cycle, …
Continue readingMorningWord 10/1/12: When previewing NKE’s Q3 earnings report last week we mentioned that we thought it was curious that the company, the week before their report, announced a share repurchase program of $8 billion, …
Continue readingEBAY reports after the close. The stock has generally reacted bullishly to earnings in the past 2 years, rallying on 6 of the last 8 reports. The average move in the last 8 quarters is …
Continue readingTrade Update Jan 19th 2012: EBAY reported Q4 that was slightly ahead of estimates and gave guidance that was lower than consensus but not as bad as some analysts had feared. Investors seem fairly mixed …
Continue readingEvent: EBAY ($30.00) Reports its Q4 results after the close tonight. -Options marker is implying a whopping 6% move for earnings vs its last 4 qtr average of about 2.35% and the 8 qtr average of about …
Continue readingUpdate Dec 1st, 2011: This thing has been all over the place, I got the direction right, but timing and the magnitude wrong. Since putting this calendar on a couple weeks ago, the stock went …
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