Back in late May I made the case why NetApp (NTAP) could find itself in the sights of potential acquirers (here): investors are already speculating who can be on HPE’s shopping list. NTAP has long …
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Shares of NetApp (NTAP) opened up about 4% this morning (they have since given back half the initial gains) possibly on speculation that the company could find itself in the sights of Hewlett Packard Enterprises …
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On November 19th, following NetApp’s (NTAP) fiscal Q2 earnings, we entered a bullish trade predicated on our belief that the company’s rock solid balance sheet and poor price action could once again pique the interest of …
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Yesterday, prior to NetApp’s (NTAP) Q3 results, we previewed the event (here), and concluded that the stock’s cheap valuation, rock solid balance sheet, poor multi-year performance, prior activist interest and current m&a environment could make …
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Event: NetApp Inc (NTAP) reports Q3 results after the close. The options market is implying about a 8.5% one day move, which is rich to the 4 qtr avg one day move of about 6%, …
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Earlier in a post titled Early Bird Gets the Worm? I highlighted what seems to be a never ending urge to merge among semiconductor companies, with two fairly large rumored deals just this week. The week …
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There are specific themes that seem to dominate the various stages of a bull or bear market. For the better part of 2013 and 2014 capital return in lieu of top line growth was the theme. …
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Here is some generally directional, untied options activity that caught my eye during Tuesdays trading: 1. NTAP – the enterprise storage company saw call buying shortly after the open yesterday, with 3500 of the May 36 calls …
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Here is some generally directional, untied options activity that caught my eye during Thursday’s trading: 1. MCD – saw a bullish roll. When the stock was 96 a trader sold to close 43,000 March 97 calls at …
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We laid out the bull case on NTAP in a Name That Trade post about a month ago: NTAP’s cheap valuation is essentially an argument between bulls who think those projections are reasonable, and bears …
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