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Options activity was intense in Nokia yesterday amid reports of a possible deal with Verizon on a 4G device.
Stocks retreated in a yo-yo session as an earlier advance in the shares of energy and big-cap technology companies dissipated. But banks held gains as investors hoped for more clarity on the government plan to firm up the financial system, with Fed Chairman Ben Beranke meeting with President Obama today.
Even as the Russell 2000 turned around Monday morning from its lower opening along with the other major indexes, the options action was in the puts. The IWM exchange traded fund, which tracks the small-cap Russell, is roughly flat on the day but reached as high as $35.64 this morning.
General Dynamics is drawing call activity as Wall Street analysts appear conflicted over the outlook for GD and other defense contractors. Options traders are playing a May 40-45 call spread that is looking for General Dynamics to bounce after dropping more than 30 percent in the last quarter.
Last Friday, when the Dow lost 150 points, the Gartman Letter's Dennis Gartman predicted a huge capitulation sell-off after the weekend — unless something changed. It changed. So where is he putting his money?
Duke Energy is seeing extremely unusual call activity as its shares reach multi-year lows. More than 33,000 calls traded at the April 12.50 strike against open interest of just 784 contracts by mid-afternoon Thursday. Why?
Stock index futures pointed to a lower open for Wall Street, but were off the day's lows as Dow component Merck announced it will merge with Schering-Plough in a cash and stock deal.
Did we hear right? Did we hear Charles Crane of Scotsman Capital Management say that if someone walked in with new cash today, he'd put 80 percent of it into stocks?
As Bank of America hovers above its 52-week lows, options traders Friday are apparently anticipating that the stock will fall sharply in the next six months.
The final form of health-care reform is hardly clear, but Joel Sendek of Lazard Capital Markets says he's heard enough to point him toward some rewarding stock-market investments.
It's still not clear what, if any, reform is going to come to health care in America, but Miller Tabak's Les Funtleyder is ready to play it. "There are some companies we like in the genetics space, which would benefit by increased NIH [National Institutes of Health] spending."
Add SKBA Capital Management's Andy Bischel to the list of market players who are looking out over the "valley" to a resurgence of stocks. "It's a great time to be putting money in the stock markets, given how depressed they are," Bischel told CNBC.
Shares of PNC Financial are down sharply for a second day, and options trading indicates that there may be more downside ahead.
Don Wordell is powering his portfolio with natural gas. So, steering away from the "marginal players," where does Wordell think an investor should go?
The economic crisis has been steadily pounding Harley-Davidson's shares lower by the day, and now traders are aggressively buying puts as well.
As gold pulls back roughly 10 percent from its highs of two weeks ago, options trading is pointing to further downside. Gold futures crossed the $1,000 mark briefly on Feb. 20 but have dropped every day since then...
Lennar is seeing a feeding frenzy of bearish options trading, as hedge fund managers circulate rumors that the homebuilder has hired a bankruptcy law firm.
Scott Billeadeau has his rally cap on. "I think in the next couple of months, we're going to get a couple of lousy labor reports, we're going to get Q1 GDP reports, and I think that's going to set the bottom," Fifth Third Asset Management's director of small- and mid-cap growth strategies told CNBC.
Robert Lloyd of the AIM Summit Fund is not banking on a quick recovery in the economy. So what's his investment strategy?
The only stock mutual fund manager to have actually gained ground in 2008 says it's time for investors to get back into stocks. So what looks good to him now?