$HLF – Time to Smoke Herbalife?


Back in a January post we detailed the activity in the Jan15 50 puts in HLF when the stock was in the low $70s after a quick decline from the recent highs int he lows $80s: Well, in the past week, … [Read more...]

Name That Trade – $CRM: Cumulo Nimble

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Earlier we previewed CRM's Q2 earnings due out after the bell (below).  I concluded: As for the set up into the quarter, the stock's underperformance over the last few months is probably the most … [Read more...]

$CRM Q2 Earnings Preview

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Event:  CRM reports its Q2 earnings today after the close.  The options market is implying about a 6% one day move, which is slightly below both the 4 quarter average of 7.25% and the 8 quarter … [Read more...]

Name That Trade – $BTU Seams Ready?


The coal sector has been one of the worst-performing areas of the U.S. market over the past 3 years.  Here is the ratio of the coal ETF, KOL, vs. the SPY over the past 5 years: While the U.S. … [Read more...]