Back in Late January when EBAY was just shy of where it is now, we made a defined risk Bullish bet that continued pressure from activist investor Carl Icahn would help propel the stock to …
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Back on February 27th I wanted to take a bullish view on GE with the idea that the stock’s underperformance since reporting their Q4 would abate and the stock would play catch up with the …
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With the help (agitation) of activist investor Carl Icahn, EBAY is up 9% on the week, making new 9 year highs and quickly approaching the all time highs made in late 2014. While EBAY’s …
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After closing at the dead highs for 2013, also a 5 year high, GE has been a fairly dramatic under-performer in 2014, still down about 9% despite the S&P 500 back in the green and …
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EBAY hit its highest level since late September this morning after Carl Icahn criticized EBAY’s board in a letter to shareholders, continuing to push for a spin-off of PayPal, as he first stated in January. …
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Earlier today we closed a winning bullish trade that was positioning for some sort of activist interest after a disappointing quarter and guide (see our commentary below). Now with both out of the way, we …
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EBAY is higher this morning following its earnings release and the news of some activism from Carl Icahn that we’ve been anticipating for some time: In late November I wrote that a piece titled “EBAY Looking …
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On a few occasions last year we took a shot on the long side on EBAY (here). The stock remained range-bound for most of the year between $50 and $58. There was money to be …
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I have a confession to make, I have no clue what to do here as it relates to equities. While this many not be a huge surprise to some of my fans on Twitter (I …
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In what has become a disappointing trend for eBay investors, the company once again lowered guidance for the following quarter on this quarter’s results. EBAY beat earnings by a penny and barely missed revenues, but …
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