September 20, 2017 by Dan • Trade Ideas

Last night on CNBC’s Fast Money we discussed the outperformance in semiconductor stocks. These conversations usually start with a discussion of Nvidia’s relentless year to date gains and what seems like daily new all-time highs, …

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September 19, 2017 by Dan • Trade Ideas

Tomorrow the Federal Reserve will meet in their third to last meeting of the year. Fed Fund futures are implying about a zero percent chance of a raise tomorrow or at their November 1st meeting …

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September 18, 2017 by Dan • Trade Ideas

Last week on CNBC’s Fast Money I highlighted a bullish trade in the SMH, the Semiconductor etf, where a trader rolled a call position up and out. Selling to close calls that were near the …

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September 15, 2017 by CC • Trade Ideas

Recent breakouts to new all time highs in online payment stocks like Paypal (PYPL), Square (SQ) and Shopify (SHOP) got us looking around. For instance, is the good news in payment processors also good new …

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September 13, 2017 by Dan • Trade Ideas

Yesterday we discussed the reasons for McDonald’s (MCD) sharp sell-off from an all time high, its worst one-day performance since July 2016 (here). Which got me looking at a few other fast casual restaurant stocks. One that …

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September 12, 2017 by Dan • Trade Ideas

Bloomberg says McDonald’s is down 3.3% today because of the recent storms in the U.S. south?? Aside from maybe terrorism, investors, for the most part, are willing to give company’s a pass for ‘Acts of …

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September 11, 2017 by Dan • Trade Ideas

Back on August 15th shares of The Home Depot (HD) had a negative reaction (closing down 2.65% on the day) following what was, for the most part, a very solid Q2 and guidance. Now with …

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September 8, 2017 by Dan • Trade Ideas

On Tuesday, September 12th Apple (AAPL) will introduce their 10th Anniversary iPhone, coupled with a refresh of their 7s/Plus lines plus the possibility of a new Watch that would work independently of an iPhone. For …

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September 8, 2017 by Dan • Trade Ideas

Yesterday (read here) we updated a bullish trade idea in the S&P Energy Select etf, the XLE as it approached the downtrend that has been in place from its post election 52-week highs: For those …

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September 6, 2017 by Dan • Trade Ideas

Tonight after the close, enterprise cloud software vendor for the insurance industry, Guidewire (GWRE) will report their fiscal Q4 results. The options market is implying about a 5% move in either direction, which is basically in …

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