August 29, 2014 by CC • Commentary

Last week we looked at GTAT stock and talked about its potential move based on exactly what Apple announces on its product release September 9th. Here’s the background: GT Advanced Technologies (GTAT) has caught the …

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July 15, 2014 by Dan • Commentary

In prepared comments to Congress this morning, Fed Chair Janet Yellen opined on equity valuations, specifically in certain sectors: “…Valuation metrics in some sectors do appear substantially stretched—particularly those for smaller firms in the social …

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June 10, 2014 by Dan • Commentary

Today we’re seeing interesting options activity in Atmel (ATML), a mid cap semiconductor company whose options normally trade by appointment.  Almost the entire options open interest has traded today, predominantly in the form of calls. …

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March 19, 2014 by Dan • Commentary

Last year NTAP was in the sights of activists looking for greater capital return to shareholders.  In May, in conjunction with  the company’s Fiscal Q4 report, NTAP announced an increased buyback and initiated a dividend …

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March 17, 2014 by Dan • Commentary

In case you missed it over the weekend, Alibaba wrote on its corporate blog that it was starting the process to offer its shares in an IPO on an American exchange.  Yahoo, which owns 24% …

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