About a week ago we took a look at YELP after some unusual call activity. Someone bought 2500 of the Feb 38 calls to open and that got us looking at the stock from a …
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Earlier we discussed the private and public investment environment for internet based service companies like on-demand delivery (MorningWord 12/13/16 – Deliverance). Basically some of the enthusiasm for these companies has waned since what as a …
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Event: Yelp Inc (YELP) reports Q1 results tonight after the close. The options market is implying about a 14% one day move, which is essentially in-line with the average one day move following the last 4 …
Continue readingHere is some generally directional options activity that caught my eye during Monday’s trading: 1. EBAY – made a new all time today, on investor excitement about the impending tax free spin off of PayPal. There was a …
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Back on May 7th I placed a long premium bullish trade in 3d Systems (DDD), to refresh: [hr] Original Post May 7th, 2015: New Trade – Saggy $DDD I am going to keep this short and …
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I am going to keep this short and sweet. 3D stocks over the last two years was a clear example of an equity bubble that inflated, and then burst, having gained 800% from the start …
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Here is a quick recap of trades that we initiated, closed, or debated in the week that was April 27th to May 1st:
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Yesterday in this space (MorningWord 04/30/15: You Are Here) we discussed the cheapness of index volatility, and for good reason. Large cap US stocks measured by the S&P500 (SPX) have been grinding in a tight …
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Event: YELP reports Q1 results after the close. The options market is implying about a 12% one day move which is shy of the 4 qtr avg move of about 15% (the last three have …
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This morning Coupons.com (COUP) is down 30% in the pre-market after guiding the current quarter sales to $53 million missing the consensus estimate of $66 million, or by 20%. I don’t know jack about COUP, but …
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