Noah Kiedrowski Blog | Talkmarkets | Page 1
Scientist - Biotechnology
Contributor's Links: stockoptionsdad YouTube Channel

I am a leading author and contributor on several financial websites, namely TalkMarkets, Seeking Alpha and INO.com. I cover a broad range of investment strategies; currency hedging, value, growth, options and dividend investing. I also cover long-term wealth creating strategies such as ... more

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Seeing Beyond The Black Swan Event – Part 2
And just like that the markets are back to their all-time highs and the COVID-19 market sell-off has been erased.
Options-Based S&P Outperformance Despite Epic Bull Run
A total of 80 option trades were placed in May, June, July and thus far in August as the markets rebounded after the COVID-19 lows.
Custom Put Spreads – Optimizing Risk Mitigation
Options are a leveraged vehicle thus minimal amounts of capital can be deployed to generate outsized gains with predictable outcomes. A custom put credit spread strategy is an ideal way to balance risk and reward in options trading.
The Financial Cohort And COVID-19 Dynamics
COVID-19 ushered in the real possibility of widespread loan defaults, liquidity issues, ballooning credit card debt (as banks hold the liability) and stressed mortgages.
Facebook Boycott: Here We Go Again
Facebook investors have been through a lot over the past two years. Now another challenge is confronting the company via an advertising boycott that’s growing into the hundreds of multinational companies.
EC The Financial Cohort And COVID-19 Destabilizing
COVID-19 ushered in the real possibility of widespread loan defaults, liquidity issues, ballooning credit card debt and stressed mortgages.
Seeing Beyond The Black Swan Event
The S&P 500, Nasdaq and Dow Jones have shed approximately a third of their market capitalization with the sell-offs coming in at 33%, 29% and 36%, respectively through March 20th 2020.
Transformation Underway - CVS Health And Aetna Combination
CVS Health has been beaten down for years plummeting by ~50% from its multi-year highs.
Facebook Remains Compelling
Despite the privacy issue and potential regulatory headwinds from past issues, Facebook continues to deliver superior growth while addressing all of its privacy-related issues.
IBM - Strong Quarterly Results And A New CEO
IBM is fresh off its strong quarterly results followed up by news that its CEO is stepping down. Each event separately drove the stock higher as investors cheered the duo of better than expected earnings and a change at the CEO level.
Disney Delivers 26.5M Disney+ Subscribers
All the initiatives that Disney has taken over the previous few years to remediate its business and restore growth appear to be coming to fruition via its Fox acquisition and its streaming initiatives.
The Market Says AMC Is Worthless – I Disagree
The market has rendered AMC Entertainment (AMC) a worthless company. The stock has nosedived from a 52-week high of $17 to $6.50 which is a 62% reduction in market capitalization. AMC was $33 per share in 2017 which is a multi year meltdown of 80%.
American Airlines Presents A Compelling Buy
American Airlines is on the cusp of a confluence of positive catalysts via growth initiatives, decreased capital expenses, increased free cash flow and debt reduction.
Protecting Your Portfolio Gains In A Euphoric Market
Impeachment proceedings, U.S.-China trade war, Federal Reserve actions, etc., dominate the headlines and move markets in lock-step.
HealthEquity/WageWorks Combination Bearing Fruit
HealthEquity’s tie-up with WageWorks is starting to bear fruit. The synergies of this combination were evident in the company’s Q3 2020 quarterly results as the stock rallied over 12% post earnings.
CVS Health And Walgreens Finally Breaking Out
CVS Health and Walgreens Boots Alliance have broken out recently due to a pair of better than expected quarters and speculation of being taken private, respectively.
1 to 16 of 49 Posts
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