Name That Trade – $ADBE Reader

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Shares of Adobe (ADBE) have benefited dramatically over the last few years from the change in the way they sell their software, up 100% since the start of 2013 and up 200% from its lows in 2011, you … [Read more...]

Name That Trade – The $GME is the Game

gamestop1

Event: GameStop (GME) reports their Q4 results tonight after the close. The options market is implying about an 8% one day move.  The March 27th weekly expiration 39 straddle is offered at about … [Read more...]

Chart of the Day – Drug Haze: $JNJ

ChartOfTheDay

JNJ has been a steady large cap leader in the past 2 years.  Since the stock's breakout to a new all-time high in early 2013, JNJ has remained above its rising 50 week moving average save for two … [Read more...]

New Trade – Jumpstart for $GM?

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Even with the relentless bid to U.S. stocks in the past month, General Motors, an iconic American brand name, has badly lagged the advance.  GM is down 21% year-to-date, and is trading near the same … [Read more...]

Name That Trade – $MON: Seeds of Doubt

NameThatTrade

Nassim Taleb has been making headlines lately in his relentless attack on Genetically Modified Organisms and the corresponding lobbyists and industry promoters.  Mark Buchanan summed up the research … [Read more...]

MorningWord 11/18/14: $GOOGLy Eyes

MorningWord

A few weeks ago I took at look at Google's (GOOGL) inability to keep pace with the broad market.  The bull case is fairly simple, as summarized in my post of November 4th: There are few who would … [Read more...]

New Trade – $QCOM: Buyback Bonanza?

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Last week following QCOM's disappointing fiscal Q4 results we laid out our thoughts (below), and offered a longer term bullish outlook for the shares once a few minor issues like probes from … [Read more...]