August 23, 2016 by Dan • Trade Ideas

Event: Workday Inc. (WDAY) reports their fiscal Q2 results tomorrow after the close. The options market is implying about a 8% one day post earnings move, which is rich the 4 qtr and 15 qtr (since …

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August 22, 2016 by Dan • Trade Ideas

Event: Toll Brothers (TOL) reports their fiscal Q3 results tomorrow before the open. The options market is implying about a 4% one day post earnings move, which is shy of the average move following the …

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August 19, 2016 by Dan • Trade Ideas

Two weeks ago we looked at Nike (NKE) stock and thought that it offered good risk reward for those looking for a catch-up trade, especially given the international exposure that comes from Olympic Games time. …

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August 18, 2016 by Dan • Trade Ideas

In case you missed the headline: *WTI CRUDE CLOSES IN BULL MARKET, UP 22% FROM EARLY AUGUST LOW – Bloomberg That was a fairly epic short term bounce right from the nice round number and level …

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August 18, 2016 by Dan • Trade Ideas

This may be getting old by now, asking yourself questions like why does Johnson & Johnson (JNJ) trade at 18x expected 2016 eps?  Yeah defensive (medtech, pharma & shampoo) with that buyback and 2.66% dividend yield, …

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August 17, 2016 by Dan • Trade Ideas

Back in late May I made the case why NetApp (NTAP) could find itself in the sights of potential acquirers (here): investors are already speculating who can be on HPE’s shopping list.  NTAP has long …

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August 17, 2016 by Dan • Trade Ideas

Earlier, Dan previewed Cisco’s Q4 results due after the close. As Dan mentioned, the options are implying about a 1.25 move in either direction. That helps inform potential trade structures dependent on your prior or …

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August 17, 2016 by Dan • Trade Ideas

Event: Cisco Systems (CSCO) reports their fiscal Q4 results tonight after the close. The options market is implying about a 4% one day move tomorrow, which is a tad shy of the 4 qtr average one …

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August 15, 2016 by Dan • Trade Ideas

Event: The Home Depot (HD) reports Q2 results tomorrow before the open. The options market is implying a 3% one day post earnings move, which is in line with the average over the last 4 quarters. Price …

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