On Monday I previewed NFLX’s Q1 results due out after the close (below). The implied one day move is now about 9.5%, the April 17th weekly $472.50 straddle (the put and the call premium) is …
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Netflix (NFLX) reports Q1 results Wednesday after the close. The options market is implying about a 10% one day move which is shy of the 12.5% average over the last 4 qtrs, and below the …
Continue readingOne of the more interesting stories of the week came from the Wall Street Journal on Wednesday – YouTube: 1 Billion Viewers, No Profit, suggesting that despite YouTube’s massive cultural significance the video site owned by …
Continue readingDespite the tax cut consumers and businesses are receiving from lower oil, get ready to see the mother of all excuses for earnings misses in the term currency headwind. It has been my view that …
Continue readingToday after the close Netflix reports their Q4 results. The options market is implying about a 10% one day move in either direction, which is a tad shy of the qtr avg move of about …
Continue readingOver the weekend, Barron’s felt the need to remind the investment community of the anniversary of the dot-com burst 15 years ago (read here). But they also wanted to let us know why “this time …
Continue readingEvent: NFLX reports its Q3 earnings today after the close. The options market is implying about a 7.25% one day move, which is below both the 4 qtr avg of about 9.5% and the 8 qtr avg …
Continue readingEvent: NFLX reports its Q2 earnings today after the close. The options market is implying about a 8% one day move, which is below both the 4 qtr avg of about 9.25% and the 8 qtr avg …
Continue readingThere is no shortage of high valuation stocks that got trounced in the first five months of the year that have coming roaring back recently. I would have bet one of my cats that some …
Continue readingToday’s price action, SPX unchanged, Nasdaq down marginally but high valuation sectors like Solar (TAN -2.6%, SCTY -5%), Internet stocks (SOCL -1.5%, TWTR -4.5%, YELP -3%) and SaaS/CRM stocks (CRM -3%, NOW & WDAY -4%) acting noticeably …
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