With the New Year comes no shortage of predictions for financial markets for 2017. My crystal ball is in the shop, but I want to highlight a tech prediction from famed venture capitalist Fred Wilson, founder …
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Event: Oracle (ORCL) reports fiscal Q2 results tonight after the close. The options market is implying about a 4% one day post earnings move in either direction tomorrow, which is basically in line with its …
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Shares of enterprise cloud software provider Workday (WDAY) plunged 17.5% on Friday before closing the day down 12.5%. The carnage came after the company’s fiscal Q3 report, punctuated by weak forward guidance. WDAY might be a …
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On Tuesday I previewed Workday’s (WDAY) fiscal Q2 results that were reported last night. Regular readers know that I am skeptical of stories like this. Stocks that trade at ridiculous multiples, are massively unprofitable on a …
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Event: Workday Inc. (WDAY) reports their fiscal Q2 results tomorrow after the close. The options market is implying about a 8% one day post earnings move, which is rich the 4 qtr and 15 qtr (since …
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Event: Workday Inc. (WDAY) report their fiscal Q1 results tonight after the close. The options market is implying about a 9.5% one day post earnings move, which is about inline with the 4 qtr one day …
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Event: Infrastructure Software vendor RedHat (RHT) reports their fiscal Q4 results after the close. The options market is implying about an 8% one day move which is very rich to the 4 qtr average of …
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Shares of enterprise cloud software provider Workday (WDAY) are up nearly 14% today after reporting fourth quarter sales that beat expectations, and grew a whopping 43% year over year (despite guiding the current qtr lower). …
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Here is a quick recap of trades that we initiated, closed, or debated in the week that was Sept 28th – Oct 2nd:
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Talk about the Barron’s Curse. Since the financial rag ran a feature story this past week on the design software maker Autodesk (ADSK) previewing their analyst day Sept 29th, titled (Autodesk’s Bet on the Cloud Will …
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