MorningWord 11/30/12: On a daily basis we do our best to look at the markets from both qualitative and quantitative standpoints and provide readers with non-consensus views, sometimes we even hit the trifecta and nail some witty …
Continue readingKindle Fire
MorningWord 11/29/12: The discussion about the potential outcomes of the “fiscal cliff” has of late left Wall Street and is now finding its way to Main Street. This was fairly evident at President Obama’s speech …
Continue readingMorningWord 11/28/12: Yesterday we took a hard look at GMCR prior to their fiscal Q4 report, and our conclusion after completing the preview was: Long premium options trades will not be easy to make money …
Continue readingMorningWord 11/27/12: RIMM shares have rallied nearly 100% since making new 8 year lows in late Sept. For those who bought the stock near the lows as a “trade”, that’s one heck of a trade, …
Continue readingMorningWord 11/26/12: I have to assume that I am not the only one, but all this talk of Grey Thursday Eve, Black Friday and Cyber Monday makes me a bit ill. I get it, people …
Continue readingTrade Update: Feb 1st, 2012 at 10:50am: With the stock settling in here at 176.60, we’re closing the balance of this trade at 3.60. The position is essentially a bearish bet for further weakness in …
Continue readingTrade Update Feb 1st, 2012: AMZN reported Q4 earnings last night and oddly beat on EPS, which the company had guided lower in Oct, and missed street consensus for Revenues that came in at about …
Continue readingAMZN ($190)–Update on Trade Below. Event: Company reports their Q4 results tonight after the close. -the options market is implying about a 10% move vs the 4 qtr avg of about 7.9% -The Implied move …
Continue readingRe-Posted From Dec 6th, 2011: Amazon has been shipping their new Kindle Fire tablet for a few weeks now, and aside from getting very good reviews, some are speculating that they will sell a shit-ton …
Continue readingAmazon has been shipping their new Kindle Fire tablet for a few weeks now, and aside from getting very good reviews, some are speculating that they will sell a shit-ton of them this quarter. I …
Continue reading