May 3, 2016 by Dan • Trade Ideas

Event: Time Warner (TWX) reports their Q1 results tomorrow before the open. The options market is implying about a 5.75% one day move, which is slightly rich to the 4 qtr average one day post …

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February 9, 2016 by Dan • Trade Ideas

Event: Time Warner (TWX) will report Q4 results tomorrow before the open. The options market is implying a 6.5% one day move, which is rich to its 4 qtr average one day move of 4.25% and …

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September 21, 2015 by Dan • Commentary

Last night’s PrimeTime Emmy Awards reinforced a popular notion that network TV is toast, and cable and streaming services, for now have an unflinching hold on the highest quality content.  HBO has been dominating awards …

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April 15, 2015 by Dan • Commentary

On Monday I previewed NFLX’s Q1 results due out after the close (below).  The implied one day move is now about 9.5%, the April 17th weekly $472.50 straddle (the put and the call premium) is …

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April 13, 2015 by Dan • Commentary

Netflix (NFLX) reports Q1 results Wednesday after the close.  The options market is implying about a 10% one day move which is shy of the 12.5% average over the last 4 qtrs, and below the …

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