On two occasions over the last 5 weeks I have written about Chinese etailer JD.com (JD), here and here. Initially what caught my eye was the stock’s recent and fairly dramatic out-performance compared to Alibaba (BABA), …
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Shares of Chinese online video platform Youku Todou (YOKU), think combo of YouTube and Hulu, who Alibaba (BABA) has a 25% stake in are surging 13% today on better than expected earnings and forward guidance. The stock …
Continue readingHere is some generally directional, untied options activity that caught my eye during Wednesday’s trading: 1. SMH – the Philadelphia Semiconductor Index (SOX) absolutely got smoked yesterday, closing down 4.6%, blasting through the breakout level …
Continue readingHere is some generally directional, untied options activity that caught my eye during Wednesday’s trading: 1. LEN – Lenar (LEN) reports their fiscal Q1 results this morning before the open. Read our preview from yesterday …
Continue readingI’ve had Chinese internet stocks on the brain of late: New Trade – $CTRP: Trip and Fall? MorningWord 3/5/15: Bull in a China Shop – $BABA, $BIDU Name That Trade – $YY Tell ‘Em That …
Continue readingBubble talk was sooooo Spring 2014. Remember when it felt like the sky was falling in social media, Chinese internet, cloud, web security and 3D stocks?? Well, rest assured many stocks and sectors have found their way back to …
Continue readingThe market opened down, following through on a rough day yesterday, tested the 1500 level in the SPX several times and settled just above at the close. Here are some of the notable trade in …
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