Volatility in Europe Buy EU banks dispersion: (+) basket call, (-) worst-of calls Trade: Long Dec17 105% call on an equally weighted basket of SAN, BNP, ING, ISP & DBK*, short Dec17 ATM worst-of call on the same basket for 1.8% indic. (correl bid: 81%). * We pick the top 5 stoc...
Results for “Colum Lynch”
Search across the indexed text of every released document.
Names that match “Colum Lynch”
390 documents found
Best Vol Trades Ralf Preusser, CFA Herve Belmas MLI (UK) MLPF&S ralf [email protected] [email protected] Sphia Salim Christopher Xiao MLI (UK) MLPF&S [email protected] [email protected] Tension in Trump’s policies are bullish for vol ¢ Weighing up the impact...
priceline.com (PCLN) Our price objective is $1,920 based on 22x our 2018 adj. EPS estimate. The 22x multiple is towards the upper end of Priceline’s historical multiple range of 13-23x and represents a PEG of 1.4x. We think a 22x forward P/E multiple is appropriate given mid- te...
Notes from Aspen Strategy Group US Policy on Arab Revolutions TJP summary: Plenty of different opinions on what was done right and wrong. No consensus. Indyk: syria will spill into Bahrain and KSA (Saudi). We should have moved earlier. KSA is a BFD. Feaver (ex Bush): BO's obs...
…ent message of external encirclement by Russophobes in Ukraine, the Baltics, Georgia, and elsewhere, and internal fifth-columnists among bloggers, civil society organizations, and advocates of gay rights. The media in democracies, especially in Europe, proved unprepared for the d...
Summary of Closed Trades (5-Jun-1 7) Table 7: Summary of closed trades as of 5-Jun-17 Trade Description Buy NKY Aug-16 105%-110% call spreads & sell 90% puts Replace FB long positions via Oct-16 ATM calls Replace AMZN long positions via Oct-16 ATM calls Buy AAPL Oct-16 ATM p...
Norfolk Southern (NSC) Our $122 price objective is based on a 19.5x multiple on our 2017 EPS estimate of $6.25. We move above the top of its one-standard deviation historical trading range of 12x-16x given the new management team's move to improve margins, cut costs, and raise i...
Jerry Wolman, 86. He owned the NFL’s Philadelphia Eagles team from 1963 to 1969. Died Aug. 6. Karen Black, 74. The U.S. actress best known for her performances in “Five Easy Pieces,” “Easy Rider” and “Nashville.” Died Aug. 8 of cancer. Lorraine Lodge, 52. She was a convertible...
153 PART FOUR THE GAME OF NATIONS “T learned that just beneath the surface there's another world, and still different worlds as you dig deeper.” --David Lynch on his 1986 film Blue Velvet HOUSE_OVERSIGHT_020305
…rnalist who worked as White House correspondent for United Press International, where she worked for 57 years, and as a columnist for Hearst Newspapers. Died July 20. Carsten Schloter, 49. The German-born CEO of Swisscom AG, Switzerland’s biggest telecommunications company, sinc...
grueling work have finally paid off. King George VI and Harvey Weinstein now share the journey of a single man who triumphs over adversity. The Governor’s ball, held above the Kodak Theater, recreates the Mocambo-Ciro’s niteries of the 1930’s and 40’s, using a palette of teal an...
Deutsche Asset & Wealth Management Francis J. Kelly Head, Government & Public Affairs, Deutsche Bank—North and Latin America Global Coordinator—Public Affairs Frank Kelly is Global Coordinator for Public Affairs as well as Head of Government & Public Affairs for North and Latin...
Downside risks are: 1) integration risk from smartwatches and other wearables cannibalizing the fitness tracker market, 2) fad risk, as fitness trackers could be simply a fitness fad with consumers, 3) competitive risk from competitors out-innovating, and 4) execution risk on cha...
Refining the reflation rotation 2017 is likely to have a number of cross currents as themes. Recovery (we look a modest acceleration in both growth and inflation) and Rotation go hand in hand. On the basis of our central forecasts for growth, inflation and rates and given the mo...
Notable trends and dislocations (Europe) European equities ended the week lower mainly due to a tech-driven sell-off on 12-Jun during which the SX8P (European tech sector) witnessed its largest 1-day decline since the UK’s EU referendum. Nevertheless, implied vols across Europea...