THIS: AND THIS: ARE VERY DIFFERENT THAN THIS: AND THIS: GOOGL’s one day market cap gain last Friday of about$60 billion was equal to more than the combined market capitalization’s of FTNT & NFLX (even after their …
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Earnings season here in the U.S. got off to a bang with upside price explosions last week in Netflix and Google and decent results from banks that also drew in buyers. Expectations were not particularly …
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This morning we previewed tonight’s Q2 report due from NFLX (below). When looking for possible trades the thing that stuck out to me was the fact that the stock has sold off each day following …
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Event: NFLX reports Q2 earnings tonight after the close. The options market is implying about a 10% one day earnings move, which is shy of the 15% 4 qtr avg and the stock’s all time …
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Last night on CNBC’s Fast Money we discussed the competitive threat that Alibaba (BABA) poses to Netflix (NFLX) in China. Watch here: I am not going to get too into the opportunity for NFLX abroad, …
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Since starting in this business in 1997 I have seen a lot of strange things. Lots of stocks whose price action both up and down remain in your memory and make you want to tell …
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With the first two weeks of Q2 earnings coming to a close, I think it is safe to say that investors seem a tad unfazed by slight misses (that have been explained away from currency headwinds) sending …
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Event: Amazon (AMZN) reports Q1 results after the close, the options market is implying about a 9% one day move, which is shy of the 4 qtr avg of about 10%.
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Despite Friday’s sell off, most stocks that reported Q1 results last week saw positive price action. Most notable was the performance of a handful of so called bell-weathers that had a tough Q1, but posted gains …
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Here is a quick recap of trades that we initiated, closed, or debated in the week that was April 13th to 17th:
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