September 19, 2016 by Dan • Trade Ideas

Event: Lennar (LEN) reports their fiscal Q3 results tomorrow before the open. The options market is implying about a 3.5% one day post earnings move, which is rich to the 4 qtr average post earnings …

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August 22, 2016 by Dan • Trade Ideas

Event: Toll Brothers (TOL) reports their fiscal Q3 results tomorrow before the open. The options market is implying about a 4% one day post earnings move, which is shy of the average move following the …

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May 23, 2016 by CC • Trade Ideas

In early April we targeted the home-builder etf XHB with a June put spread. At the time we took a dim view of home sales for a handful of reasons, and we thought the technical …

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April 4, 2016 by Dan • Trade Updates

There has been little doubt that home improvement retailers like The Home Depot (HD) and Lowe’s (LOW) have been massive outliers for the last few years in what has been a very difficult retail environment …

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February 23, 2016 by Dan • Trade Ideas

In early February we expressed a bearish view in shares of The Home Depot (HD) and closed for a profit after a drop in the stock (read here). Following this morning’s very strong earnings results …

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February 2, 2016 by Dan • Trade Ideas

The Home Depot (HD) has been one of those stocks that holds a special place in investors hearts over the last few years, gaining 350% from its 2011 lows, and tripling the performance of the …

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May 19, 2015 by Dan • Commentary

Homebuilders and related stocks are having a day today on the heels of the best monthly housing starts since November 2007.  I don’t know about you, but when I hear the term November 2007, I …

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