About 10 days ago I called AT&T wireless to ask why my family plan was about $100 more a month than current offerings from Sprint (S) and T-Mobile (TMUS). This was after I saw my data usage …
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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, …
Continue readingShares 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. …
Continue readingEvent: Netflix (NFLX) will report Q3 results tonight after the close. The options market is implying about a 10% one day post earnings move, which is shy to the 13% decline following each of the last …
Continue readingI’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 …
Continue readingIn 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. …
Continue readingShares 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 …
Continue readingHere is some generally directional, untied options activity that caught my eye during Thursday’s trading: 1. JPM – total options volume ran 1.5x avg daily volume with calls dominating, making up 85% of the days volume. …
Continue readingCNBC 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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