Yesterday, Dan wrote a couple pieces focusing on MSFT following the Nokia deal and focusing on the technicals in the stock here and the reason why the stock got hit on the news here. I …
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Microsoft’s reaction to Steve Ballmer’s departure on Friday is a funny commentary on the market’s perception of Ballmer’s value to the company. But a renewed optimism towards MSFT shares, with hopes of a Marissa Mayer …
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Event: CSCO reports their fiscal Q3 earnings tonight after the close. The options market is implying a one-day move of ~6.5% vs the 4 quarter average move of ~7% and the 8 quarter average move of ~7.8%. …
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MorningWord 8/13/13: In my time in this business I have seen some pretty interesting dust-ups between activists and the the companies that they target. Guys like Dan Loeb of Third Point used to amuse market …
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Dan previewed MSFT’s earnings after the close. We were looking at potential options structures around the event. MSFT is up more than 30% in 2013, one of the best performers among the mega-cap stocks this …
Continue readingEvent: MSFT reports their fiscal Q4 earnings tonight after the close. The options market is implying about a 3.3% move for the event, which is rich to the 4 qtr average of 2.25% and the …
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MorningWord 7/18/13: Often times in our event previews of a single stock names you will see us write things like “a beat and raise is IN the stock at these levels”, which suggests that …
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Dan previewed YHOO’s upcoming earnings in a post yesterday (below) and I wanted to look at some possible options strategies around the event. This is a name that a lot of traders got back into …
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Event: YHOO reports Q2 earnings tomorrow night after the close. The options market is implying about a 4% move into the print. The 4 qtr average move has only been about 2.5%, while the …
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Tech dominated in what turned out to be a flat day for the indices. YHOO – Buyer of 50k of the Jan14 30 calls, paying 1.14, possibly to close based on open interest, though not clear. …
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