Last Monday we took a look at IBM following the announcement of DELL and EMC’s intention to merge. While IBM could be a candidate to split some its faster growing cloud based businesses from their slower …
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Yesterday, I touched on the Dell/EMC mega deal that spans across computer hardware, services & software (A Shell Game of Declining Levered Assets). To sum up, the combination of these two companies in such a complicated …
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Earlier today we had some thoughts on the EMC / DELL link up (A Shell Game of Declining Levered Assets), Spoiler Alert: we were not complimentary. The proposed deal, if consummated in the coming year, would …
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Michael Dell has been out of sight and out of mind for public investors since taking his company private in a leveraged buyout deal two years ago. But the man who revolutionized how personal computers …
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Regular readers know we have been skeptical of bullish calls over the last couple years relating to a supposed refresh cycles for PCs. It is our belief ( as well as many much smarter than …
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Event: Palo Alto Networks (PANW) reports fiscal Q3 results tonight after the close. The options market is implying about a 5% one day move vs the 4 qtr average of about 6%. Last quarter reported in …
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Here is a quick recap of trades that we initiated, closed, or debated in the week that was May 118th to May 22nd:
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Yesterday we highlighted the major difference between weekly implied vol and June regular vol in HPQ and offered up two calendar trades. To recap, here were the trades and the rationale:
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Earlier, Dan previewed the HPQ earnings that come after the close today. Looking at potential trades the thing that immediately sticks out is the vast difference in implied vol between the weekly options and the …
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Event: Hewlett Packard (HPQ) reports their fiscal Q2 results tonight after the close. The options market is implying about a 5% one day move which is shy of the 4 qtr average move of about …
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