Event: Adobe (ADBE) is set to report fiscal Q3 results tomorrow after the close. The options market is implying about a 6.5% move between now and the end of the week, which is rich to the average …
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In late May I took a look at cloud based human resource applications provider Workday (WDAY) prior to the company’s Q1 earnings report, and concluded the following: the problem with WDAY is two fold, an …
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We have been holding our ADSK put spread (initial post from early July below) for the past week, since the stock had remained below the $55 resistance level as well as the 50 day moving …
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Nearly a month ago, we took a shot from the short side on ADSK, one of the many cloud/SaaS companies that had been at the center of the volatile price action in momentum stocks in …
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AutoDesk has been one of the beneficiaries of the Software-as-a-Service investor phenomenon. Investors have paid up significantly in valuation terms for stocks like ADSK and ADBE, which have shifted from a one-time software sale model …
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Event: FDX reports its fiscal Q4 earnings tomorrow morning prior to the open. The options market is implying about a 2.75% one day move, which is above the 4 qtr avg of about 1.75% and in …
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Event: FDX reports its fiscal Q3 earnings tomorrow morning prior to the open. The options market is implying about a 3.25% one day move, which is right around both the 4 qtr avg of about …
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Event: ORCL reports its fiscal Q3 earnings today after the close. The options market is implying about a 4.5% one day move, which is below the 4 qtr avg of about 6.25%, but in line with …
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Event: ORCL reports its fiscal Q2 earnings today after the close. The options market is implying about a 5.5% one day move, which is right around both the 4 qtr avg of about 5.75% and the …
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Event: ORCL reports their fiscal Q3 earnings Wednesday after the close. The options market is implying a 3.5% move vs the 4 qtr avg of about 2.5% and the 8 qtr avg of about 3.8% …
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