March 15, 2016 by CC • Trade Ideas

Oracle (ORCL) is set to announce their fiscal 3rd quarter results after the bell today. Dan previewed the event yesterday. We wanted to go over some trade ideas for those looking to play the event …

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March 14, 2016 by Dan • Commentary

Event: Oracle (ORCL) reports fiscal Q3 results tomorrow after the close. The options market is implying about a 4.5% one day move, which is slightly high of its 4 quarter average of about 4.25%, but in …

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February 24, 2016 by Dan • Trade Ideas

Event: SalesForce.com (CRM) reports Q4 results tonight after the close. The options market is implying about a 9% one day move, which is rich to its 4 qtr average one day move of about 5.5% …

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December 16, 2015 by Dan • Commentary

Last week I previewed Oracle’s (ORCL) fiscal Q2 earnings report due out after the close (here). With just a few hours to the print, the options market is implying about a 5% move between now …

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December 3, 2015 by Dan • Commentary

In 2008, Oracle (ORCL) CEO Larry Ellison famously poked a little fun at the term Cloud Computing, (listen here, trust me its worth it) asking the question “WHAT THE HELL IS CLOUD COMPUTING?” Ellison, now the Chairman/CTO …

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October 12, 2015 by Dan • Commentary

Earlier today we had some thoughts on the EMC / DELL link up (A Shell Game of Declining Levered Assets), Spoiler Alert: we were not complimentary.  The proposed deal, if consummated in the coming year, would …

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September 30, 2015 by CC • Commentary

Yesterday, cloud computing vendor Workday (WDAY) held an analyst meeting, and the stock’s 5% decline today reflects investors disappointment. Let’s first get a sense for where the stock is and where it has been and …

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