Earlier today I offered some thoughts on Q1 earnings season (read here), but the quick take-away as we finish the second full week of results is that stocks that had low expectations and had not …
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The company formerly known as Google reported Q1 earnings last night after the bell, disappointing investors on earnings and revenue: The Google parent company said it saw adjusted first-quarter earnings of $7.50 per share on …
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Q1 earnings season is off to a sort of meh start. Last week, bank stocks rallied off of very low expectations, poor relative performance and results that were good enough to cause a bit of …
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Event: Microsoft (MSFT) reports fiscal Q3 results tonight after the close. The options market is implying about a 4.3% one day move, which is well below the 4 qtr average one day move of about 7.5%, and inline …
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Event: Alphabet (GOOGL) reports Q1 results tonight after the close. The options market is implying about a 5.5% one day move, or about $42 in either direction, which is cheap to the 4 qtr average …
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On Friday’s Options Action, my co-panelist Carter Worth of Cornerstone Macro Research made the bullish case for a breakout of shares of Microsoft (MSFT) in the near future: Interestingly, Carter beat me to it, as I had …
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Over the weekend Barron’s made the case why Apple (AAPL) is worth $150, not the $109 it is currently trading at. You know the drill, it’s cheap, fortress balance sheet and “strong recurring revenue from …
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Regular readers are aware of the fact that I fund the concentration of the weighting of a handful of stocks in the Nasdaq 100 make the QQQ, the etf that tracks the index a fairly …
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Last night on CNBC’s Fast Money we debated two important issues related to the bounce in U.S. equities in the last week. First, after more than a 6% rally in the S&P since last Thursday’s intra-day …
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Last night on CNBC’s Fast Money we had on JP Morgan’s Global Head of Derivative & Quantitative Strategies, Marko Kolanovic, to talk about large cap internet stocks. He thinks there is a bubble that is beginning …
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