April 7, 2015 by Dan • Commentary

Back on March 19th shares of NKE gapped to a new all time high following fiscal Q3 results that were better than expected, despite no shortage of headwinds from the strength of the dollar, bad …

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March 4, 2015 by Dan • Commentary

Event?: The Chinese online travel company Ctrip.com (CTRP) has yet to report Q4 results. Bloomberg estimates March 13th. A look a their investor relations site (here) is little help, but considering they reported their Q3 on Nov …

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March 2, 2015 by Dan • Commentary

Event: Best Buy (BBY) reports Q4 results tomorrow morning before the open. The options market is implying about a 6% one day move which is shy of the 4 qtr average of about 4.7%. It …

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December 18, 2014 by Dan • Commentary

As a company, Target has had a tough year dealing with the aftermath of the largest corporate data breach in history. They suffered millions in related costs and lost sales causing the company to halt their share …

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October 28, 2014 by CC • Commentary

We previewed the Facebook earnings earlier (copied below) and much like TWTR yesterday we want to follow up with some options structures we like depending on your current FB holding or directional bias: Stock replacement/alternative …

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October 28, 2014 by Dan • Commentary

EVENT: FB is scheduled to report their Q3 results after the close tonight.  The options market is implying a one day move in either direction for Wednesday of almost 8%, which is rich to its …

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October 24, 2014 by Dan • Commentary

After Facebook’s (FB) fairly rocky start in 2012 as a publicly traded equity, the shares have  garnered “last man standing” status in 2014 among most internet social media and web services companies.  FB shares are up 45% …

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