On August 30th, we wrote a recap of some trade ideas Dan presented on a panel at the Ameritrade Investools Conference. The ideas focused on 3 widely held stocks in big cap tech, media and …
Continue readingOct Nov
Two weeks ago on August 24th we took a look at GDX, the Vaneck Vectors Gold Miners etf, on one of its worst down days it had seen in months. We laid out a scenario where …
Continue readingToday I had the pleasure to speak at TD Ameritrade’s annual Investools conference alongside my Options Action co-panelist Michael Khouw. As part of the discussion, he and I both detailed some options trade ideas in …
Continue readingLast night, Palo Alto Networks (PANW) handily beat fiscal Q1 expectations (eps .35 vs .32 estimate, sales $297 million vs $285 million estimate, and billings growth of 61% year over year, which was down sequentially …
Continue readingBig players are finally starting to buy protection. While the SPX index is basically unchanged in the past 7 trading days post-Thanksgiving, trends in the options market have shown a notable shift. The most basic, …
Continue readingTrade Update Nov 12th, 2012 at 11:35am: EBAY has actually been an outperformer in the tech space ever since its earnings beat in October. The stock is basically down 2% since I initiated my put …
Continue readingI laid out the fundamental and technical factors for EBAY earnings in the Q3 Preview yesterday. My main takeaway was that I think EBAY beats earnings, but valuation might be full. EBAY could also be …
Continue reading