Tag: investing

Pitney Bowes Inc. offers customer information management, location intelligence, and customer engagement products and solutions in the United States and internationally.  The company provides commerce solutions in the areas of ecommerce, shipping, mailing, and data.  For example, their solutions help small businesses compare package rates between carriers to best meet their customer requirements and deliver like the big guys.

Today I noticed unusual options activity in Pitney Bowes.  In particular there was of ton of put option buying at the $6 and $7 strike price that expires on February 15th.  Thus, there options are considered very short dated options that expire

Simon is a global leader in the ownership of premier shopping, dining, entertainment and mixed-use destinations and an S&P 100 company (Simon Property Group, NYSE: SPG). Their properties across North America, Europe and Asia provide community gathering places for millions of people every day and generate billions in annual sales.

Source

Simon also owns 5 of the top largest malls in the US.

Source

On Friday SPG reported earnings that were short of analysts expectations. The SPG reported revenue of $1.46 billion in the period vs. expectations of $1.5 billion.

For 2018, the company reported funds from operations of $4.32 billion, or $12.13 per

Zayo Group Holdings, Inc. (ZAYO) through its subsidiaries, provides bandwidth infrastructure solutions for the communications industry in the U.S., Canada and Europe.   Customers include wireless and wireline carriers, media and content companies and finance, healthcare and other large enterprises.

A high frequency trading firm recently selected Zayo Group Holdings, Inc. (ZAYO) for an ultra-low latency (ULL) solution in the the New York/New Jersey financial corridor which will allow them to execute it high frequency trading strategy, where having a microseconds edge makes the difference of racking up multi- millions of dollars in profits. 

NOTE: that’s another topic for a later time.

Last week,

Amazon reported fourth-quarter earnings of $6.04 a share on revenue of $72.4 billion on Thursday afternoon vs analysts expectation of $5.65 a share on revenue of $71.88 billion. 

However, the stock sold off on Friday because Amazon guidance for the next quarter of $56 billion to $60 billion vs analysts expectations of $60.83. 

The lower guidance was due to increase in spending for 2019 like $5 billion for HQ2 , slowing growth in the US / oversees and challenges in India.

But one must read between the lines:

3rd record breaking quarter of profits with $3 billion of profits for the quarter.

Hiring 5,000

Last month I wrote about the cruise ship industry,

Finally, A Chance To Short The Cruise Ships

I have been eyeing the cruise ships for nine months. If the economy is slowing / tanking, consumer will have less and less discretionary funds.

Royal Caribbean, the world’s second-largest cruise company operates more than 50 ships under the brands Royal Caribbean, Celebrity Cruises, Azamara Club Cruises and CDF Croisieres de France.

So the trade set-up is if price can pull back to the weekly supply at $106, the chart suggests price will head down to the weekly demand at $80.

Well, I got this one wrong and

During a question-and-answer session Oct. 3, Fed Chairman Jerome Powell said the central bank was a long way from adopting a neutral rate of growth.   The Markets didn’t like what Powell said and showed him by tanking.

Then in December, Powell said the Fed’s program to reduce the bond holdings on its balance sheet was on “autopilot.”  Powell later went on and raised short-term rates another one-quarter percent.  The Markets didn’t like what Powell said and showed him by tanking again.

At this point, the Markets had Fed Powell right where it wanted him.  In early January, during a round table with