June 17, 2014 by Enis • Commentary

Event:  FDX reports its fiscal Q4 earnings tomorrow morning prior to the open.  The options market is implying about a 2.75% one day move, which is above the 4 qtr avg of about 1.75% and in …

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March 26, 2014 by Dan • Commentary

Back in Late January when EBAY was just shy of where it is now, we made a defined risk Bullish bet that continued pressure from activist investor Carl Icahn would help propel the stock to …

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March 18, 2014 by Enis • Commentary

Event:  FDX reports its fiscal Q3 earnings tomorrow morning prior to the open.  The options market is implying about a 3.25% one day move, which is right around both the 4 qtr avg of about …

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March 18, 2014 by Enis • Commentary

Event:  ORCL reports its fiscal Q3 earnings today after the close.  The options market is implying about a 4.5% one day move, which is below the 4 qtr avg of about 6.25%, but in line with …

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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 14, 2014 by Dan • Commentary

On a few occasions last year we took a shot on the long side on EBAY (here). The stock remained range-bound for most of the year between $50 and $58. There was money to be …

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