Trading Diary: Feb 23rd to Feb 27th


Hi Traders, I wanted to take the opportunity to detail some emphasis in our writing style that you may have noticed. Regular readers know that we put a lot of time, research and consideration on … [Read more...]

New Trade – $MU Shu Put


This morning in my Notable Options post, I highlighted some pretty heavy put activity in the Market Vectors Semiconductor etf (SMH): SMH - saw bearish flow, when the Semiconductor etf was $55.64, a … [Read more...]

New Trade – Frugal $GOOGL


There are few who would dispute that Google (GOOGL) has been, and on current estimates remains, one of the best large cap growth stories on a valuation basis.  The stock trades at a PE/G (PE to Growth … [Read more...]

Name That Trade – $SMH: Shake My Head


The devastation in semiconductor stocks on Friday into Monday was fairly staggering with the Philadelphia Semi Index (SOX) having declined 16% from the mid-September multi-year highs to yesterday's … [Read more...]