Two days ago we previewed Netflix (NFLX) Q4 earnings and detailed two trade ideas, one as a hedge for those long the stock, and another a defined risk trade for those looking to play for …
Continue readingNFLX
Event: Netflix (NFLX) will report Q4 results tomorrow after the close. The options market is implying about a 10% one day post earnings move, which is shy to the 11.25% average over the last 4 quarters, …
Continue reading
At this time yesterday I considered the reasons why shares of Netflix (NFLX) were up nearly 20% in the pre-market following better than expected Q3 subscriber results (here). Clearly investors were not expecting such a …
Continue reading
Shares of Time Warner have massively outperformed (up 23%) the broad market year to date (SPX up 5%), and peer Disney (DIS, down 13%). The stock caught my attention for a couple of reasons today. …
Continue reading
Shares of Netflix are up 17% as I write after releasing Q2 results showing far better than expected streaming subscriber additions. They also guided Q4 higher. This comes after two consecutive quarters of worse than …
Continue reading
Event: Netflix (NFLX) will report Q3 results tonight after the close. The options market is implying about a 10% one day post earnings move, which is shy to the 13% decline following each of the last …
Continue reading
I’ve written about Netflix (NFLX) on a few occasions of late (here, here and here), and while the subscription growth (or lack thereof in Q2) reported in July was disappointing, the M&A environment we find ourselves in makes …
Continue reading
I know that most investors and pundits see all time highs in the largest equity market in the world as some sort of victory for capitalism. It’s been a victory, but not exactly for “free …
Continue reading
After this post I am going to sign off for the rest of the day and I won’t be doing TV tonight. I am going upstate to pick up my girls from camp, and then …
Continue reading
For weeks now, financial journalists, blog writers, and tv pundits have been pointing towards Q2 earnings season as the true guidepost to what’s in store for U.S. financial markets in the back half of the …
Continue reading