September 21, 2016 by Dan • Big Printin'

Here is some untied apparently directional options activity that caught my eye in today’s trading: INTC: yesterday in this post I highlighted some out of the money call buying in November expiration (here), and today …

Continue reading
May 27, 2016 by Dan • Commentary

The financial media has spilled a lot of ink on the growing gap between GAAP and Adjusted Earnings. I’ve also written on the subject at times, choosing to focus on a stock by stock basis …

Continue reading
April 18, 2016 by Dan • Trade Updates

Event: IBM reports Q1 results tonight after the close. The options market is implying about a 4.5% one day move tomorrow, which is about inline with the 4 qtr one day avg move. With the …

Continue reading
April 12, 2016 by Dan • Trade Updates

If you’re like me, and you watched the final round of the Master’s golf tourney on Sunday, then you were subjected to what might be considered cruel and unusual punishment at the hands of IBM’s …

Continue reading
September 11, 2015 by Dan • Commentary

I hate to quote this guy, cause I generally think he is full of it, but the old market adage often attached to Warren Buffett, “Be Fearful When Others Are Greedy and Greedy When Others …

Continue reading
April 10, 2015 by Dan • Commentary

Shares of Exxon (XOM) is down 7.5% ytd, and down 18% from its 52 week and all time highs last year.  To suggest that sentiment is bad is an understatement, but this week’s blockbuster deal …

Continue reading
March 4, 2014 by Enis • Commentary

The social media bubble has been all the rage over the past year.  Yes, I called it a bubble.  Trying to time when a bubble will pop is a very difficult game, which is why …

Continue reading