On April 23rd Google (GOOGL) reported Q1 earnings and sales that missed consensus for the third consecutive quarter, reporting sales up 12% year over year, with paid clicks up 13% yoy. The stock rallied 3% …
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I have been long Twitter on and off over the last year from the highs beginning in the high $30s. I’ve sold in two instances, in the highs $40s and low $50s (here and here). In …
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Yesterday I highlighted some call buying in Google C Class Shares, when the stock was: $538 there was a buyer of out of the money calls in May and June. A buyer paid 3.70 for …
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Yesterday, we placed a bullish trade on EBAY with the thought that a move back to $60 could be in the cards given the stock’s pre-earnings decline as well as the fact that the impending …
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EVENT: EBAY will report their Q1 results tonight, and the options market is implying about a 4.75% one day move vs the 4 qtr avg of about 4.3%. There was a large trade in the …
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Event: Facebook (FB) reports their Q1 results after the close, the options market is implying a one day move of a about 5.5%. With the stock just below $84, the April 24th weekly 84 straddle is offered …
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Yesterday on CNBC’s Power Lunch I was part of a discussion about whether or not Google (GOOGL) should purchase Twitter (TWTR), watch here: Here were my notes to the producer of the show prior to the hit: …
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Yesterday I highlighted the relative under-performance of Bank Of America (BAC) to its moneycenter bank peers Citibank (C) and JP Morgan (JPM) given the company’s second consecutive request to resubmit their capital return plan following …
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Bank of America (BAC) is seeing red today as their capital return plan got a “conditional pass” having to resubmit for the second straight year. On a day that the S&P 500 is up …
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Here is a bold prediction for you: Nasdaq 5000 is coming to a theater near you. The recent breakout of the 4 month range is a work of art. All it will take now is …
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