In case you missed it, Twitter (TWTR) is parting ways (he’ll stay on the board) with their beleaguered CEO Dick Costolo. On last night’s Fast Money we spent a bit of time on the topic, …
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I have a sort of love hate relationship with Twitter. Both the company and the stock. I see, as many do, tremendous potential for the micro-blogging platform. But I’ve been fairly vocal about my disappointment …
Continue readingI think the best word to describe Linkedin’s (LNKD) stock performance in 2015 would be gappy. The stock broke out to new all time highs back in late February, up 20% on the year after …
Continue readingFriday afternoon CNBC’s David Faber confirmed the speculation surrounding a potential bid by Microsoft (MSFT) for Salesforce.com (CRM): Microsoft and Salesforce.com had significant talks earlier this spring about a purchase of Salesforce by Microsoft, according …
Continue readingI am probably a lot like you when it comes to the financial markets, I find single stock stories more interesting than the rest of the stuff. Often, I gravitate towards companies whose products or …
Continue readingHere is some generally directional, untied options activity that caught my eye during Tuesday’s trading: 1. XLY – saw a large bearish roll. When the consumer discretionary etf was a 76.16, a trader sold to …
Continue readingHere is a quick recap of trades that we initiated, closed, or debated in the week that was April 27th to May 1st:
Continue readingYesterday in this space (MorningWord 04/30/15: You Are Here) we discussed the cheapness of index volatility, and for good reason. Large cap US stocks measured by the S&P500 (SPX) have been grinding in a tight …
Continue readingI have been long Twitter on and off over the last year from the highs beginning in the high $30s. I’ve sold in two instances, in the highs $40s and low $50s (here and here). In …
Continue readingOn Friday afternoon I gave some thoughts about my current long position in Twitter (TWTR) and the fact that I was considering replacing my stock with a defined risk options structure into tonight’s potentially volatile …
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