Event Driven Option Plays

Discussion in 'Journals' started by Sekiyo, Feb 16, 2025.

  1. LOL. BTW, is he still here on ET?
     
    #21     Feb 17, 2025
  2. yeah, under 70 different nicknames.
     
    #22     Feb 17, 2025
  3. ironchef

    ironchef

    An example, FDA decision on a NDA.
     
    #23     Feb 17, 2025
    Sekiyo likes this.
  4. ironchef

    ironchef

    Or like SAVA.
     
    #24     Feb 17, 2025
    Sekiyo likes this.
  5. Sekiyo

    Sekiyo

    I am definitely looking for plays like these also.
    FDA decision, Mergers & Acquisitions or anything that can move a stock :D
     
    #25     Feb 17, 2025
    ironchef likes this.
  6. Sekiyo

    Sekiyo

    That's another format.

    CRL & GRMN look interesting at first sight.
    Now I have to look for specific options.

    I only have the last 4 earnings moves to compute the median (via barchart).
    I think it's better for option buyer to use the median (vs average).
    Medians are going to be less or equal than averages.
    HV is barchart's historical volatility * SQRT(1/365)
    IV is the nearest expiry IV * SQRT(1/365)

    upload_2025-2-17_19-36-11.png
     
    Last edited: Feb 17, 2025
    #26     Feb 17, 2025
  7. deltaf0rce

    deltaf0rce

    IMG_1958.png
    I’ve been out of pocket so forgive me, but one thing I’ve been trying to do is quantify as best as possible this idea down to a formula. In that search, our friend DeepSeek tells us that high beta sectors are the ones that are more likely to have outsized surprises.

    IMG_1958.png
     
    #27     Feb 17, 2025
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  8. taowave

    taowave

    Fwiw, i woukdnt listen to one word from Zacks..You see their claims??

    Call their money management arm and ask for their returns on managed money..Tell them you have 7 figures to invest

     
    #28     Feb 17, 2025
    ironchef, nbbo and Sekiyo like this.
  9. Sekiyo

    Sekiyo

    I think that what DS is saying is that stocks with higher volatility do move more on earnings than stocks with lower volatility.
    Percent wise it is true. Standard deviation wise ? I am not sure this is true.

    I would agree with the statement that 'the greater the surprise, the larger the standard deviation move.'
     
    #29     Feb 17, 2025
  10. deltaf0rce

    deltaf0rce

    The question posed was : How often do stocks have a standard deviation move or greater on earnings

    as you’d expect, it talked about the majority of the time, stocks missing hyped IV, except in the case of high beta sectors
     
    #30     Feb 17, 2025
    Sekiyo likes this.