Back in early August, we attempted to lay out a bullish case for shares of IBM: IBM is a cheap stock at 12x expected 2016 eps and pays a dividend with a current yield of …
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Yesterday IBM’s CEO Ginni Rometty wrote an open letter to President-elect Trump offering: ideas that I believe will help achieve the aspiration you articulated and that can advance a national agenda in a time of profound …
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Back in late May I made the case why NetApp (NTAP) could find itself in the sights of potential acquirers (here): investors are already speculating who can be on HPE’s shopping list. NTAP has long …
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With the the S&P 500 breaking out to new all time highs after its recent consolidation on the heels of the second consecutive better than expected non-farm payrolls number this am, it makes sense to …
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We spend a lot of time on RiskReversal discussing implied event moves. We do this not try to predict the unpredictable, but mostly use it as an input to help gauge the sentiment of investors …
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Shares of NetApp (NTAP) opened up about 4% this morning (they have since given back half the initial gains) possibly on speculation that the company could find itself in the sights of Hewlett Packard Enterprises …
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Yesterday I previewed Hewlett Packard Enterprise’s (HPE) fiscal Q2 results due after the close (read here), and concluded:
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Event: Hewlett Packard Enterprises (HPE) reports their third quarter as a standalone company tomorrow after the close. The options market is implying about a 7% one day move following results. Back in early March the …
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If you’re like me, and you watched the final round of the Master’s golf tourney on Sunday, then you were subjected to what might be considered cruel and unusual punishment at the hands of IBM’s …
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