March 15, 2019 by Dan • Trade Ideas

FedEx (FDX) will report their fiscal Q3 results Tuesday after the close. The options market is implying about an $11 move or about 6% in either direction between now and next Friday, most of which …

Continue reading
March 13, 2019 by Dan • Trade Ideas

Last night on CNBC’s Fast Money program we discussed different ways to play semiconductors: Despite being positively disposed to some names (Intel from Jan 4th – Chip Rip?) I am not exactly sure the group …

Continue reading
March 12, 2019 by Dan • Trade Ideas

Prior to this week’s broad stock market rally, last week was the worst week for most of the major averages in the U.S. down between 2% for the S&P 500 (SPX) and 4% for the …

Continue reading
March 8, 2019 by Dan • Trade Ideas

Earlier this week Facebook founder and CEO Mark Zuckerberg announced in a blog post that the company was making a significant tweak to its business model in what he called A Privacy-Focused Vision for Social …

Continue reading
March 8, 2019 by Dan • Trade Ideas

Last night on CNBC’s Fast Money, my co-panelist Tim Seymour made a bullish case for owning Exxon Mobile (XOM): The traders go yield hunting with four high-dividend stocks that are outperforming the market $XOM $GM …

Continue reading
March 7, 2019 by Dan • Trade Ideas

Costco (COST), the big box retailer will report fiscal Q2 earnings tonight after the close. The options market is implying about a 3.25% move in either direction by tomorrow’s close, which is above its ten-year …

Continue reading
March 6, 2019 by Dan • Trade Ideas

Yesterday on CNBC, hedge fund manager Kyle Bass of Hayman Capital in an interview with Brian Sullivan warned that the likelihood that the U.S. avoids a recession in 2019 as Europe and Asia appear headed …

Continue reading
March 5, 2019 by Dan • Trade Ideas

Shares of Chinese online travel company Ctrip (CTRP) are trading up 22% today after an unexpected Q4 beat caused a rush of analysts to upgrade the stock, per Bloomberg: Citigroup’s Alicia Yap raised her rating …

Continue reading