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  Friday, 10 May 2013 | 6:29 AM ET

Bears Want to Bury ConAgra

Posted By: David Russell | Writer, OptionMonster
Daniel Acker | Bloomberg | Getty Images
ConAgra Foods products

ConAgra Foods has been dead in the water for the last month, and yesterday the bears stepped in.

OptionMonster's tracking programs detected heavy buying in the May 35 puts, with large blocks initially pricing for $0.15. Volume continued to build, ending the session at almost 11,300 contracts—more than 18 times previous open interest at the strike.

Puts lock in the price where shares can be sold in the food company, which gives them a strong inverse correlation. They can also generate significant leverage from even a small drop in the share price.

»Read more
  Thursday, 9 May 2013 | 10:32 AM ET

Cramer: 4 Shorted Names Emerging From the Doghouse

Posted By:
Cramer's Play on 'Beat-Down' Stocks
CNBC's Jim Cramer shares his thoughts on stocks that are proving short-sellers wrong.

With the market rally pushing stocks ever higher, short sellers are being squeezed, even in names that many had left for dead. CNBC's Jim Cramer outlined why four underloved names are now dangerous for those betting on a drop.

Perhaps the poster child of beat-down stocks, Groupon has gone from "a darling to a dog to a dead dog. It's now back to being a dog," Cramer said Thursday on "Squawk on the Street."

»Read more
  Thursday, 9 May 2013 | 5:43 AM ET

Coal Rally Draws Buyers to Peabody

Posted By: David Russell | Writer, OptionMonster
Harald Sund | Getty Images

Coal miners dominated yesterday's market gains, and bulls clambered for exposure to Peabody Energy.

OptionMonster's market scanners detected huge volume in the St. Louis-based company, with more than 36,000 contracts changing hands. That was almost quadruple its daily average.

The first big trade that caught our attention entailed the purchase of 2,500 January 25 calls for $1.32 and the sale of an equal number of January 19 puts for $1.92. Owning calls locks in the price where shares can be sold, while selling puts can make money if the stock climbs or holds its ground.

»Read more
  Wednesday, 8 May 2013 | 12:54 PM ET

Disney Stock Has Some Magic Left: Pro

Posted By:
Getty Images
Walt Disney World in Orlando, Fla.

The stars of the latest Disney quarter were ESPN and the theme parks, but Wall Street analysts are divided on where the stock will go from here after a 30 percent surge so far this year.

"The whole TV network group is a great group right now," said Barton Crockett, an analyst at Lazard Capital Markets. "You've got a lot of secular strength. These guys are able to get paid a lot more for their content."

Disney's strategy has been to use its content and big brands, such as Iron Man, across the entire business, including theme parks and toys.

»Read more
  Tuesday, 7 May 2013 | 4:18 PM ET

The Next Solar Power Boom Is Coming: Citi

Posted By:
How to Invest in Solar Power
Jason Channell, director of investment research and analysis at Citigroup, says returns from the solar industry are coming from project development and that the "next boom" will be in storage.

Investors are abandoning the solar manufacturing sector, but the solar game is far from over, according to one analyst.

"There will be a resurgence" of solar after a manufacturing shakeout, Jason Channell, director of investment research and analysis at Citigroup, told CNBC. But "we think the next boom is coming from the storage area," he said. "This is what we are the most excited about at the moment."

Solar's trajectory has stalled, largely because growth was driven by subsidies that are now being withdrawn as governments tackle budget deficits.

»Read more
  Wednesday, 8 May 2013 | 1:43 PM ET

AOL Tanks as Media Sites Fail to Show Profits

Posted By: Leon Lazaroff | TheStreet.com Deputy Managing Editor, Markets
Scott Eelis | Bloomberg | Getty Images

Tim Armstrong, chief executive of AOL, keeps trying new things, but until his many acquisitions start to make money, the company's stock price will continue to tumble.

AOL was losing 9.2 percent, dropping to $37.63 after the New York-based media company reported an operating loss for its division that includes Huffington Post, TechCrunch and Patch, its ambitious, locally focused news operation.

The $4.9 million in the red for the unit for the quarter comes after Armstrong has invested heavily in those properties to drive advertising and subscription revenue.

»Read more
  Tuesday, 7 May 2013 | 2:08 PM ET

Intel's New Silvermont Plays Catch Up in Mobile

Posted By: Chris Ciaccia | TheStreet.com Technology Reporter
Getty Images

Intel is trying its damnedest to compete in the mobile game, that much is clear. Its new Atom 22-nanometer Silvermont chipsets could help give the chip maker a boost, but that's not going to happen anytime soon.

For years, Intel, which designs the -x86 based chip, ignored the mobile computing game, allowing technology from ARM Holdings to win the battle. Chips based on ARM's technology now account for 95 percent of the market, so Intel finds itself way behind the eight ball when it comes to mobile computing.

Devices from Apple, Google, Samsung and others largely use custom ARM-based chips, so a change from proprietary chips to Intel's new Silvermont chips isn't going to happen in 2013, or perhaps even a good chunk of 2014.

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  Tuesday, 7 May 2013 | 1:06 PM ET

Google Shares Have Another 20% Upside: Analyst

Posted By:
High-Tech Showdown: Google vs. Apple
CNBC's Jon Fortt reports on the changes coming to Windows 8. And Youssef Squali of Cantor Fitzgerald and Gene Munster from Piper Jaffray debate which tech titan investors should own.

A 20 percent run has put Google shares at an all-time high, and one analyst expects as much as 20 percent gain still to come.

"Over the last two or three years, [Google] hasn't had that much of a run and has underperformed vis-a-vis the rest of the Internet group," Cantor Fitzgerald analyst Youssef Squali told CNBC. "That said, we still think it has another $50 or $100 upside short term."

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  Tuesday, 7 May 2013 | 10:21 AM ET

Cramer: Three Stocks in a Short Squeeze Right Now

Posted By:
Cramer's Mad Dash: Alternative Energy Plays
Jim Cramer explains what to watch ahead of the open, including Tesla Motors, and First Solar.

As the market hits new highs, three companies have created "amazing short squeezes" by rallying against negative expectations, CNBC's Jim Cramer said Tuesday.

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  Tuesday, 7 May 2013 | 6:51 AM ET

BofA Trading in Two Words: Fast Money

Posted By: David Russell | Writer, OptionMonster
Adam Jeffery | CNBC

Two words sum up the trading in Bank of America yesterday: fast money.

The financial behemoth opened higher, and the option action hit almost immediately as traders took positions in the short-term weekly calls that expire this Friday. OptionMonster's tracking systems show that activity was initially focused on the 12.50 calls, which were bought early for $0.10 to $0.12.

Those contracts lock in the price where the stock can be purchased, no matter how high it might rise. Because they are relatively inexpensive, the options can generate significant leverage if the stock moves.

And move it did.

»Read more

About The Stock Blog

The CNBC Stock Blog is a cross-section of expert opinions and insights from our TV and Web site coverage. This blog includes posts written by and about top analysts and strategists, super-investors and CNBC's own market mavens. You'll find stock picks, news about publicly-traded companies, commodities, hot sectors, ETFs and the latest options action.