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Aaron Glick and Eric Rose from Cowen & Co. join the podcast this week to discuss Shire/Takeda, Aetna/CVS, ESRX/CI and several other large transactions. They describe the methods in which their team gains an edge on the rest of Wall St. in the merger & event space, and later we list what deals perhaps pose the greatest risks / present possible short trades. Companies discussed: COL, FOXA, DVMT, RCII, PACB, ESIO, AET, ESRX
Little Brad Pasiley new album and talk of French election and some trades we are doing $ESRX $WYNN $DB $MS $GD $NUGT $VDAX
Flew Jet Smarter to NYC and stopped by Coachella to pick up Stacy Engman. Todays stocks Calls in Starbucks SBU PANW MCD and ESRX The VOLGer we spoke about videos is here https://youtu.be/6u0FaaAKgXc
Options Oddities 173: ATW, ESRX, ETSY Unusual Activity for April 30, 2015: Calls trade in Atwood Oceanics, Inc. (ATW) Upside call buying in Express Scripts Holdings Co (ESRX) Early call buyers in ETSY Inc. (ETSY)
Options Oddities 158: AVP, ATW, ESRX Unusual Activity for April 9, 2015: Giant rolls go up in Avon Products, Inc. (AVP) Calls roll in Atwood Oceanics, Inc. (ATW) Combos trade in Express Scripts Holdings Co. (ESRX)
Options Oddities 152: ESRX, OKE, MMP Unusual Activity for March 31, 2015: Calls trade in Express Scripts Holding Co. (ESRX) Diagonal put spread in ONEOK, Inc. (OKE) Calls and puts trade in Magellan Midstream Partners, Inc. (MMP)