In case you missed it, Twitter (TWTR) is parting ways (he’ll stay on the board) with their beleaguered CEO Dick Costolo. On last night’s Fast Money we spent a bit of time on the topic, …
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Friday afternoon CNBC’s David Faber confirmed the speculation surrounding a potential bid by Microsoft (MSFT) for Salesforce.com (CRM): Microsoft and Salesforce.com had significant talks earlier this spring about a purchase of Salesforce by Microsoft, according …
Continue readingHere is some generally directional, untied options activity that caught my eye during Monday’s trading: 1. MCD’s – the new CEO laid out his plane to turnaround falling sales in this 23 minute video, be prepared to be underwhelmed: https://mcdonalds.webcasts.com/viewer/event.jsp?ei=1063465 …
Continue readingHere is some generally directional, untied options activity that caught my eye during Friday’s trading: 1. DIS – with the stock less than 1% from its all time highs at $109.58, a trader paid up to 1.70 …
Continue readingHere is some generally directional, untied options activity that caught my eye during Wednesday’s trading: 1. CSX – continues to see bullish options flow, when the stock was $36.15 a trader sold to open 8,000 May 33 …
Continue readingGoogle (GOOGL) reports Q1 results tomorrow after the close, the options market is implying about a 4% one day move vs the 4 qtr avg of about 3.8%.
Continue readingBack in late July prior to Q2 earnings I bought TWTR shares at $38.65 for a whole host of reasons, none more importantly that I believed at the time and continue to do that the …
Continue readingPrior to TWTR’s Q2 earnings in late July I considered a couple different bullish trades using options but ultimately just bought the stock at $38.65 for the simple reason at the time (read full post …
Continue readingYesterday we previewed TWTR’s Q2 Earnings in yesterday’s post. Here was our conclusion: The one worry we would have at current levels is that the company’s recent addition and changes to senior management and the intro of …
Continue readingWe previewed AAPL’s earnings report this morning. AAPL is the largest market cap company in the world, and the most closely watched earnings event each quarter as a result. Aside from the earnings result itself, …
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