May 23, 2016 by Dan • Trade Ideas

Event: Hewlett Packard Enterprises (HPE) reports their third quarter as a standalone company tomorrow after the close.  The options market is implying about a 7% one day move following results.  Back in early March the …

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November 18, 2015 by Dan • Commentary

Event: NetApp Inc (NTAP) reports Q3 results after the close.  The options market is implying about a 8.5% one day move, which is rich to the 4 qtr avg one day move of about 6%, …

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October 21, 2015 by Dan • Commentary

Last week it was Intel (INTC) and Seagate (STX), yesterday it was IBM, and today it’s VmWare (VMW), all reporting results and issuing guidance that speak to weak demand from businesses for hardware and services. …

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October 19, 2015 by Dan • Commentary

Last Monday we took a look at IBM following the announcement of DELL and EMC’s intention to merge.  While IBM could be a candidate to split some its faster growing cloud based businesses from their slower …

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October 15, 2015 by Dan • Commentary

Earlier in a post titled Early Bird Gets the Worm? I highlighted what seems to be a never ending urge to merge among semiconductor companies, with two fairly large rumored deals just this week.   The week …

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April 15, 2015 by Dan • Commentary

Here is some generally directional, untied options activity that caught my eye during Tuesdays trading: 1. NTAP – the enterprise storage company saw call buying shortly after the open yesterday, with 3500 of the May 36 calls …

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