December 5, 2016 by riskreversal • Trade Ideas

Athleisure stocks are ripping today with Lululemon (LULU) leading the way, up 4%, Nike (NKE) up 3% and Under Armour (UA) up 2.5%.  All three stocks are well off of their 2016 highs though, with …

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September 28, 2016 by riskreversal • Trade Updates

On Friday we previewed Nike’s (NKE) fQ1 results that were issued yesterday after the close. We felt the combination of relative under-performance of the stock, its precarious technical set up sitting on near and long term support and the …

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June 20, 2016 by Dan • Trade Ideas

A little more than a month ago I detailed a bullish trade in shares of Under Armour (UA). The stock had just seen a sharp decline after its mid April earnings gap higher.  Aside from …

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June 7, 2016 by Dan • Trade Ideas

Event: LuluLemon (LULU) reports fiscal Q1 results tomorrow before the open.  The options market is implying about a 10% one day move following results, which is shy of the 4 qtr one day post earnings …

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May 16, 2016 by Dan • Trade Ideas

In early April, prior to Under Armour’s (UA) Q1 results I took a quick look at the trade set up with the stock in the mid $40s (here), and touched on one of the pillars …

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January 11, 2016 by Dan • Trade Ideas

Under Armour has been an astonishing growth story with great products, ballsy management, and a surging brand thanks to attractive endorsers, but the stock has been in a serious funk since its all time highs made …

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September 17, 2015 by CC • Commentary

Earlier today (here), Dan  took a look at the phenomenon that is Under Armour (UA) . It’s one of the first large cap stocks in our market to not only retake its 2015 highs but …

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