February 5, 2014 by Dan • Commentary

Casino stocks had a rough opening on the heals of January sales in Macau that were well short of analysts expectations on a year or year basis, per Bloomberg: Feb. 5 (Bloomberg) — Macau casino …

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January 27, 2014 by Dan • Commentary

Earlier today we offered our fiscal Q1 Earnings Preview for AAPL (below), and on Friday introduced the earnings trade that we felt most convicted on (here). Aside from the call calendar, we wanted to offer …

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January 23, 2014 by Dan • Commentary

Earlier today we closed a winning bullish trade that was positioning for some sort of activist interest after a disappointing quarter and guide (see our commentary below).  Now with both out of the way, we …

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January 15, 2014 by Dan • Commentary

Yesterday an interesting options trade went up in stock that we don’t usually see interesting options flow in, Rackspace (RAX).  RAX is a $5 billion market cap web hosting company, oh and yes you can …

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