March 21, 2016 by Dan • Commentary

On Friday’s Options Action on CNBC we got a question from a viewer about whether or not it was two late to buy puts in Valeant (VRX)?  Well, this is obviously a pretty complicated case, …

Continue reading
March 17, 2016 by CC • Trade Ideas

Earlier, Dan previewed Adobe’s (ADBE) Q1 earnings due after the bell. Like I did last week with ORCL and ratio spreads versus long stock, I want to use ADBE’s earnings event as an educational look into another …

Continue reading
November 12, 2015 by Dan • Commentary

In August, fears of systemic financial risk briefly roiled our equity markets. That was the first time those fears had bubbled up since 2011. Since then, central banks globally have at least talked the talk …

Continue reading
October 30, 2015 by Dan • Commentary

This morning, hedge fund heavyweight and founder of Pershing Square Bill Ackman is holding a call with investors and the financial press to answer questions about his nearly $2 billion stake in specialty pharmaceuticals company Valeant …

Continue reading
October 27, 2015 by Dan • Commentary

This Valeant (VRX) story is far from done.  For those that thought the volatility in the stock was brought on solely by some shadowy short biased research house, think again. The  WSJ set its sites on …

Continue reading