MorningWord 1/23/15: $UPS Grounded

MorningWord

Despite the tax cut consumers and businesses are receiving from lower oil, get ready to see the mother of all excuses for earnings misses in the term currency headwind.  It has been my view that lower … [Read more...]

MorningWord 12/8/14: SubTweet – $TWTR

MorningWord

Over the weekend, Barron's felt the need to remind the investment community of the anniversary of the dot-com burst 15 years ago (read here). But they also wanted to let us know why "this time it's … [Read more...]

$NFLX Q3 Earnings Cheat Sheet

CheatSheet

Event:  NFLX reports its Q3 earnings today after the close.  The options market is implying about a 7.25% one day move, which is below both the 4 qtr avg of about 9.5% and the 8 qtr avg of about … [Read more...]

$NFLX Q2 Earnings Preview

netflix1

Event:  NFLX reports its Q2 earnings today after the close.  The options market is implying about a 8% one day move, which is below both the 4 qtr avg of about 9.25% and the 8 qtr avg of about … [Read more...]

Trade Update – NFLX: Buffering

TradesAndUpdates

NFLX is higher once again today, which is the 8th day out of 9 that the stock is green.  At this point, the likelihood of a quick drop to the $300 support level over the next month is quite low, … [Read more...]

Considering Our Options – Zillow (Z)

considering

Yesterday we put on a bearish play in Zillow which was a little off our recent script of going after the momentum names that had already showed signs of breaking. Z has actually been bucking the trend … [Read more...]