Enis has written about XOM’s fairly dramatic short term decline over the last 2 weeks, first in his Chart of the Day on Monday (here), and then yesterday in his Name that Trade post (below). …
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CF is slightly higher from when we initiated a call butterfly ahead of earnings about 2 weeks ago. In that time, CF has actually been in a very tight range, between 185 and 192 for …
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We decided to wait for the cash settlement in our VIX August 15/20/25 call fly that we initiated early in July, as we detailed in our COO post on Monday (included below). In very rare …
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When I opened this JCP Aug17, Aug 23rd 14 call calendar more than a week ago I was targeting a move back towards $14 with one trading day to their highly anticipated Q2 earnings Tuesday …
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We got a question from a reader yesterday who owns ORCL shares, but is worried now that the stock has filled in most of the gap from its Q4 earnings disappointment in late June, that …
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We posted a PCLN earnings preview yesterday (included below), detailing our thoughts on this monster stock. This is one of the few high flyers that does not look overvalued to us. Valuation has not mattered …
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We previewed TSLA’s 2nd quarter earnings yesterday (included below). The key point about TSLA is that it’s a story stock, trading more off sentiment and psychology in the near-term than any fundamental valuation underpinning. That’s …
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I previewed CF earnings yesterday (below – report is after the close today). The stock piqued my interest after Dan Loeb’s Third Point announced a stake last Monday, and then the potash cartel broke up …
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Ok I’ll be quick here, we have written about FB a bit this week and posted on 2 separate trades that should benefit from the stock consolidating over the next couple weeks and subsequently seeing …
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Earlier this morning Enis previewed LNKD’s Q2 results expected after the close (below), but I wanted to quickly lay out some thoughts on expectations for the quarter, our thoughts on the stock and layout a few …
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