Earlier, Dan previewed NFLX earnings. I wanted to look at a few trade structures for those looking to play. Netflix options are implying a 10 dollar move in either direction by Friday’s expiration. That makes …
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Event: Netflix (NFLX) will report Q2 results tonight after the close. The options market is implying about a 10% one day post earnings move, which is basically in line with the 4 quarter one day …
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Over the weekend, Barron’s made the case why Netflix Could Fall 40% or More as the Stock’s Sizzle Slows. Nothing particularly new here, valuation, slowing growth & competition are the main reasons why the stock “Could …
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Back in August if 2011, Marc Andreessen, co-founder and general partner of venture capital firm Andreessen-Horowitz penned a prescient essay in the Wall Street Journal explaining; Why Software Is Eating The World. At the time, skeptics wondered …
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Event: Netflix (NFLX) reports Q1 earnings Monday night after the close. The options market is implying about an 10% one day move. How do we figure that? Well with the stock at $111, the April …
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Last night after the close, LinkedIn (LNKD) reported Q4 results that were better than expected, but guided down their outlook for the current quarter and 2016, shares are down 30% in the pre-market. My initial …
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Earlier today there was an options trade in Salesforce.com (CRM) that got me looking at the stock. First things first, the trade was fairly inconsequential, despite being a purchase of 12,000 March 95 calls for 7 …
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Event: Netflix reports Q4 results tonight after the close. The options market is implying about a 14% one day move, which is shy of the 15.5% 4 qtr average move, and rich to the 10 year …
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Shares of Netflix (NFLX) were up on the year before today, massively out-performing its high valuation peers. Today’s 8% decline is kind of eye-popping, even for a stock that was up 130% last year. At …
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Yesterday we previewed Facebook’s Q3 earnings due after the bell today (full post here). Here were some of Dan’s thoughts: My Take: Expectations are not low, which has moved in lock step with the stock’s valuation. Valuation …
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