MorningWord 11/02/12: Yesterday in this space I suggested that the after-market session was likely to be a bit more exciting than the day session with the likes of LNKD, SBUX and PCLN reporting, all with …
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Dan laid out a strong two-way bull / bear debate on LNKD in the preview earlier today. From a growth perspective, LNKD is the creme de la creme of the internet companies, and one of …
Continue readingEvent: LNKD reports Q3 earnings after the close tonight, the options market is implying about a 11% move vs the ~9.5% avg over the last 5 qtrs since going public in 2011.
Continue readingMorningWord 11/01/12: Yesterday’s trading felt a bit like the day after Thanksgiving, or Christmas Eve, few participants, light volumes and whippy action (less the holiday cheer of course). If you missed it most of the …
Continue readingI have to admit that I’ve been surprised by the resilience of the major indices following the policy announcements of the past 2 days. The markets are bouncing this morning ahead of the payrolls number …
Continue readingTrade Update August 2nd, 2012 at 2:40 pm: LNKD stock is finally starting to catch up to its social media brethren on the downside. The stock is down almost 15% in the last 2 days, …
Continue readingFri 08 Jun 12 | 05:00 PM ET – Enis lays out the bearish case in LNKD, offers a puts spread structure. Click here to read more.
Continue readingHere’s a preview of what I’ll be discussing on Options Action at 5pm EST today on CNBC: If you told me on May 17th, the day before the Facebook IPO, that Facebook would decline 30% …
Continue readingUpdate: Stock is basically flat on the day heading into the print tonight, which could change fairly quickly when you consider the almost 6% rally that GRPN had in the last hour of the day …
Continue readingLinkedIn reports their Q2 tonight, their first since being a public company. The stock is up a little over 100% since its early May IPO and has shown healthy relative strength to the market in …
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