October 18, 2016 by riskreversal • Big Printin'

Here is some apparently untied directional options activity that caught my eye in today’s trading: PYPL: Paypal reports Q3 results Thursday after the close. The options market is implying about a 5% one day move, …

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October 18, 2016 by riskreversal • Trade Ideas

Shares of Time Warner have massively outperformed (up 23%) the broad market year to date (SPX up 5%), and peer Disney (DIS, down 13%). The stock caught my attention for a couple of reasons today. …

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September 6, 2016 by Dan • Trade Ideas

I’ve written about Netflix (NFLX) on a few occasions of late (here, here and here), and while the subscription growth (or lack thereof in Q2) reported in July was disappointing, the M&A environment we find ourselves in makes …

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July 25, 2016 by Dan • Commentary

In case you missed it, Yahoo’s core assets have been sold after a long and boring auction process, per Recode: Verizon has entered into a agreement to buy Yahoo in an all-cash deal of $4.83 billion. …

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January 13, 2016 by Dan • Commentary

Shares of Netflix (NFLX)  were up on the year before today, massively out-performing its high valuation peers.  Today’s 8% decline is kind of eye-popping, even for a stock that was up 130% last year. At …

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May 2, 2012 by CC • Commentary

CNBC US stock index futures added to losses Wednesday, following a rally that helped push the Dow to its best closing level in more than four years, after the ADP employment report showed a much …

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