Twitter’s long-awaited IPO will take place on Friday. The company is expected to be valued at over $10 billion. Of course, the market’s debate on how to appropriately value Twitter will continue for many months …
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There were slight rumblings yesterday from the ECB that it might be looking to pick up the easing baton from the Fed and the BoJ. The Euro broke through the 50, 100, and 200 day …
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Event: FDX reports its fiscal Q4 earnings tomorrow before the open. The options market is implying about a 4% move post-earnings, which is higher than the 4 qtr avg move of about 3.5%, but lower than …
Continue readingTrade Update March 20th, 2013 at 3:40 pm: This is a tough decision, but let me lay out why I’m taking off the FDX trade from yesterday, and why now, as opposed to earlier in …
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We’ve looked at many different structures ahead of FDX earnings tomorrow, and here’s what we finally settled on: Earnings Preview Mar 19th, 2013: Event: FDX reports its fiscal Q3 earnings Wednesday before the open. The …
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Event: FDX reports its fiscal Q3 earnings Wednesday before the open. The options market is implying about a 3.5% move post-earnings, which is higher than the 4 qtr avg move of about 2.5%, but lower than …
Continue readingTrade Update Dec 19th, 3:10 pm: I initiated a delta neutral Dec / Jan calendar in FDX yesterday before earnings because I thought the push / pull setup in the FDX story made a small …
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As I wrote in my preview yesterday, the bull / bear case depends on the 2013 outlook from FDX. The stock looks cheap, but traders are worried about global growth headwinds. Given the legitimate points …
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Event: FDX reports its calendar Q4 earnings Wednesday before the open. The options market is implying about a 3.5% move post-earnings, which is cheap to the 4 qtr avg move of about 4.25%, and the 8 …
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