January 19, 2017 by CC • Trade Ideas

Two days ago we previewed Netflix (NFLX) Q4 earnings and detailed two trade ideas, one as a hedge for those long the stock, and another a defined risk trade for those looking to play for …

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October 19, 2016 by Dan • Morning Word

At this time yesterday I considered the reasons why shares of Netflix (NFLX) were up nearly 20% in the pre-market following better than expected Q3 subscriber results (here). Clearly investors were not expecting such a …

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October 18, 2016 by riskreversal • Trade Ideas

Shares of Time Warner have massively outperformed (up 23%) the broad market year to date (SPX up 5%), and peer Disney (DIS, down 13%). The stock caught my attention for a couple of reasons today. …

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October 18, 2016 by Dan • Morning Word

Shares of Netflix are up 17% as I write after releasing Q2 results showing far better than expected streaming subscriber additions. They also guided Q4 higher. This comes after two consecutive quarters of worse than …

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September 6, 2016 by Dan • Trade Ideas

I’ve written about Netflix (NFLX) on a few occasions of late (here, here and here), and while the subscription growth (or lack thereof in Q2) reported in July was disappointing, the M&A environment we find ourselves in makes …

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August 16, 2016 by Dan • Morning Word

I know that most investors and pundits see all time highs in the largest equity market in the world as some sort of victory for capitalism. It’s been a victory, but not exactly for “free …

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