These AGCO puts expire in November so their time value will erode rapidly once we get through the October expiration this week. I still like the bearish farm trade and am looking for better names with more U.S. exposure. Read More

New home starts are slowing dramatically and these component suppliers are not in good shape to weather the storm.  Read More

I expect PayPal to update investors on plans to monetize its Venmo peer to peer payment app when it reports earnings this Thursday. Use of this service is growing 75%. The company's introduction of small fees for Venmo features should help build a whole new stream of revenue for PayPal. Read More

Allergan has dropped with the market rout so book the profits on this bearish trade.  We'll look at re-entering the trade at a future date. Read More

Harsco is up 36% since my March recommendation. The stock is close to my target and I cannot justify a higher one despite solid fundamentals.  Read More

These MGPI puts have worked out well. Sell them for a quick gain. I am still bearish on the fundamentals so may revisit this name but the options are up between 33-43% in one week's time. Read More

These calls expire in two weeks so I would sell them today, coming out flat.  Read More