October 19, 2016 by riskreversal • Trade Ideas

Event: Verizon (VZ) reports Q3 results tomorrow before the open. The options market is implying a 2% one day post earnings move, which is essentially in line with the 4 quarter average. Price Action / …

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July 25, 2016 by Dan • Commentary

In case you missed it, Yahoo’s core assets have been sold after a long and boring auction process, per Recode: Verizon has entered into a agreement to buy Yahoo in an all-cash deal of $4.83 billion. …

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April 20, 2016 by Dan • Commentary

Last night Yahoo (YHOO) reported their Q1 results and guidance which showed little fundamental change to the company’s multi-year malaise, and as expected most of the focus has been on the company’s potential sale of …

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October 20, 2015 by Dan • Commentary

Event: Yahoo (YHOO) reports Q3 results tonight after the close. The options market is implying about a 5.5% one day move, which is rich to the 4 qtr average move of only 2.5%, and a …

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May 26, 2015 by Dan • FREE ACCESS

Friday afternoon CNBC’s David Faber confirmed the speculation surrounding a potential bid by Microsoft (MSFT) for Salesforce.com (CRM): Microsoft and Salesforce.com had significant talks earlier this spring about a purchase of Salesforce by Microsoft, according …

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April 26, 2015 by Dan • Commentary

Here is a quick recap of trades that we initiated, closed, or debated in the week that was April 20th to 24th:   [hr] Monday April 20th: Name That Trade – $IBM: You’re My Boy Blue …

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April 14, 2015 by Dan • Commentary

At this stage of the game it’s become clear that the rise and fall in commodity prices over the last few years was a direct result central banks’ (primarily our Fed) monetary policies since the financial crisis.  While …

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