Earlier today we had some thoughts on the EMC / DELL link up (A Shell Game of Declining Levered Assets), Spoiler Alert: we were not complimentary. The proposed deal, if consummated in the coming year, would …
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This past Thursday I tool a look at Dupont (DD) and had the following to say regarding the potential for further activist investor interest (Activist Foxcatcher): I suspect we will see activist involvement soon enough, but …
Continue readingHere is some generally directional, untied options activity that caught my eye during Wednesday’s trading: 1. VIX – call volume exploded yesterday, 2x avg daily. The largest trade on the day is a buy of 25,000 …
Continue readingEvent: IBM reports their Q1 results after the close. The options market is implying about a 3.7% one day move, which is a bit high of the 4 qtr average move of about 3.4%.
Continue readingA day after GE announced its plans to sell off parts of its finance and retail units, and the stock’s subsequent 11% one day gains, Barron’s ran the following story Time to Sell General Electric. The …
Continue readingHere is some generally directional, untied options activity that caught my eye during Mondays trading: 1. GE – after Friday’s 10.8% gains, the stock continues to see bullish flow in the options market, when the stock was $28 …
Continue readingHere is some generally directional, untied options activity that caught my eye during Fridays trading: 1. VIX – saw a sizable bullish roll, but with a bit of a twist. When the index was 12.87 a …
Continue readingBack on February 27th there was a massive long dated bullish print in GE options. We highlighted the trade and offered an alternative bullish options trade for those whose trading is inspired by unusual options activity. Here was …
Continue readingHere is some generally directional, untied options activity that caught my eye during Thursdays trading: 1. UUP – the US dollar seeing some pretty healthy gains vs the Euro this week, up about 3.5% since Good Friday, with the …
Continue readingThis past weekend Barron’s ran the following story 10 Stocks With Reliable Yields Up to 5.7%. The uniting factor here is that not only do the companies have healthy dividend yields but also the potential for growth. …
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