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Posts Tagged with: Fast Money

Dan: $NFLX – House of Cards?

By - - FANGs on October 14, 2015 1:14 PM 0 Follow-Ups
DanInitial

Netflix was a big topic of conversation on last night’s CNBC Fast Money. The company reports Q3 results tonight after the close.  The options market is implying about a 15% one day move, which is shy of the 18% 4 qtr average move, and rich to the 10 year avg of 13%.  The last two quarters the […]

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Dan: When they Mega Deal, You Micro Deal – $SSYS, $AMBA

By - - Mergers on October 13, 2015 10:34 AM 0 Follow-Ups
DanInitial

On Fast Money last night the panel gave their picks for potential mega m&a deals in light of what we’ve seen recently like Dell/EMC and AB InBev/Miller. Guy liked the idea of IBM and Salesforce, Tim liked the idea of Coke and GMCR. Here’s the video: Yesterday, I touched on the Dell/EMC mega deal that […]

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BK: Signs of de-risking abound – $FB, $XLB

By - - FANGs on October 8, 2015 2:08 PM 1 Follow-Ups
BKInitial

As a follow up on Dan’s observation that FANG breadth stinks and that this is a reason for extreme caution and perhaps aggressive action – I would point the materials sector, it has been en fuego. The following chart shows Facebook vs. Materials ETf (XLB). From this chart it is clear to see that there […]

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