A few weeks ago in this space, after SunEdison’s (SUNE) announcement that they would pay $2.2 billion deal to buy Vivint Solar (VSLR) I opined that the bubbly m&a and what appeared to be very creative financial …
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On CNBC’s Fast Money last night we had a discussion on solar stocks following SunEdison’s (SUNE) $2.2 billion deal to buy Vivint Solar (VSLR) for a 50% premium. I think it is important to note …
Continue readingHere is some generally directional, untied options activity that caught my eye during Tuesday’s trading: 1. GLW – earlier in a post I highlighted the short dated put volume in the stock, with total options …
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Not all Solar companies are created equal, those like SunEdison (SUNE) who have, and FirstSolar (FSLR) and Sunpower (SPWR) who have recently announced plans for a Yieldcos* (read our discussion here and below) have dramatically outperformed those …
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Here is some generally directional, untied options activity that caught my eye during Tuesday’s trading: 1. SPY – the S&P 500 closed at a new all time high today, and despite total options volume running …
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With declining oil prices have come declining solar stocks. There is much debate as to the actual correlation of the solar projects based on the price of crude. Sitting on the Fast Money desk the …
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By no means can I definitively say that we are headed for a bear market in equities. While there are plenty of risk assets that have entered bear market territory (down 20% from highs), some …
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TAN is down more than 4% today after the shocking news that GTAT is filing for bankruptcy. We certainly didn’t expect that filing, but since GTAT makes up 3% of the TAN etf, and GTAT …
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Solar stocks had been a great success story in the latest leg of the bull market. Solar City (SCTY) has captured its fair share of attention in the space as a result of Elon Musk’s involvement …
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Options on macro ETFs were more active than single stock options as traders positioned ahead of today’s FOMC announcement. However, YHOO continues to be a very active name for options traders given Alibaba’s IPO on …
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