Last night on CNBC’s Fast Money we had a short little debate on how to properly assign an earnings multiple to a once highflying growth darling like Chipolte (CMG), once disaster hits. As I detailed …
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Event: Nike (NKE) reports fiscal Q2 results Tuesday Dec 22nd after the close. The options market is implying about a 4.25% one day move following results, which is shy of the 4.8% average after the …
Continue readingEvent: Nike (NKE) is scheduled to report is fiscal Q1 earnings tomorrow after the close. The options market is implying about a 4.3% one day move on Friday, which is shy of its 4 qtr …
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Earlier today (here), Dan took a look at the phenomenon that is Under Armour (UA) . It’s one of the first large cap stocks in our market to not only retake its 2015 highs but …
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Under Armour (UA), wow! You’d be hard-pressed to find many $22 billion market cap stocks that have not only made back their August losses, but have also just made new 52 week and all time …
Continue readingNike (NKE) is one of the much loved but crowded consumer discretionary stocks like HD & SBUX. NKE saw its shares crash by about 20% from its recent all time highs on August 24th, before recovering in …
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On August 21st, when the volatility in almost every other risk asset class the world over, finally visited U.S. equities, we wrote a post identifying levels we felt were safe near term long entries in two beloved stocks, Apple (AAPL) and …
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Unlike most stocks with significant Chinese exposure, NKE has held up remarkably well in this but of volatility. NKE saw significant selling on Monday morning but is back to 105, almost directly between the stocks …
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Starbucks is a poster child of the amazing returns that have been possible for those investors who have held throughout the bull market of the past 6 years. SBUX has gone up more than tenfold …
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Event: Under Armour (UA) reports Q2 results tomorrow morning before the open. The options market is implying about a 7.5% one day move which is rich to the 4 qtr avg move of 6%, and …
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