April 23, 2018 by Dan • Trade Ideas

Tomorrow after the close Texas Instruments (TXN) will report their Q1 earnings. The options market is implying about a 4% one day move Wednesday in either direction. The stock on average has moved about 3% …

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April 20, 2018 by Dan • Trade Ideas

On February second, shares of Alphabet (GOOGL) closed down 5.3% in response to the prior night’s Q4 results that on the surface looked decent. At the time GOOGL was trading within a couple percent or …

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April 16, 2018 by Dan • Trade Ideas

Netflix (NFLX) will report their Q1 earnings tonight after the close. The options market is implying about a 9% move in either direction, which is rich to its 7% average one day move over the …

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April 13, 2018 by Dan • Trade Ideas

Last night on CNBC’s Closing Bell I was asked my opinion on Boeing (BA), and react to Citibank’s industrial analyst’s comments that morning on the stock, per theFly.com: Citi analyst Jonathan Raviv sees a path …

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April 11, 2018 by Dan • Trade Ideas

Shares of eBay (EBAY) are up 2.5% today on a rating upgrade from Keybanc, per Barron’s Online: the analysts wrote, “has successfully transitioned to a destination for compelling prices, and initiatives to enhance customer experience …

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April 10, 2018 by Dan • Trade Ideas

Earlier I posted a trade idea on Alphabet (read here) using Facebook CEO Mark Zuckerberg’s testimony in front of Congress to frame it. I highlighted the relative underperformance in social media peers Twitter and Snap …

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April 10, 2018 by Dan • Trade Ideas

With Facebook (FB) CEO Mark Zuckerberg set to testify in front of Congress momentarily, it feels like the entire investment community is bracing for some sort of regulation on social media and online advertising companies …

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