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A long time spread is also often referred to as a Calendar Spread and can be used for calls or puts and be a bullish or bearish trade depending on how it is structured.

Tivo (TIVO) reported non-GAAP $0.40 EPS vs. the consensus estimate of $0.27. News agencies reported all of the following incorrect EPS numbers: (0.29), $0.22, $0.29, $0.30 and $0.45. Here’s the full story.

Anyway, the market doesn’t seem to be fazed by all the incredible things going on in the world these days. Stepping back, that makes some sense.

The U.S. economy is growing more quickly than before the pandemic, both the S&P 500 and S&P 600 are up modestly over the past week and, so far, this earnings season has been a massive improvement over the train wreck of the first-quarter reporting season.

Crista has updates on several portfolio stocks.

Crista updates us on three portfolio stocks.

The Financial Times reported this morning that this portfolio stock was in talks, in late December, to possibly be acquired by AIG, Prudential Financial Group or Prudential Financial.

Two portfolio stocks report earnings beats.

Crista has two rating changes today and reports on another with a good 2020 outlook.

Three portfolio stocks recently reported earnings and one moves to Strong Buy.

This portfolio stock reported preliminary first-quarter results after yesterday’s market close. The results are strong enough that they could enhance the share price today.

The big thing on most investors’ minds is whether or not this market can go higher.

After an insane couple of weeks this one has felt relatively calm. There is still plenty of market-moving news around the election, vaccines, the pandemic’s frightening trajectory, etc. but I think we’ve all become somewhat accustomed enough to alarming headlines – within a certain range – that it’s harder to get shaken now than in the past.

With economic data pouring in amid a slew of earnings reports there is a lot going on out there. The resulting stock price movements often drive a combination of heartache and exhilaration, and that has certainly been the case for us over the last two weeks.

The message this week is to stay invested but don’t go crazy on the buy side and don’t get scared on the sell side. Just be measured and try not to do anything that’s uncharacteristic of what you would do in a “normal” market.

The quarter was just what we wanted see. Revenue grew by 87.9% to $29.5 million, slightly ahead of consensus for $29.1 million (which was based on S-1 filling guidance). Operating margin was roughly a percentage point above expectations (-6.8%). Full-year 2021 guidance of $103.5 - $104.3 million is ahead of consensus of $100 million and implies growth of 51% to 52% versus the 46% rate embedded in prior consensus. Given the trends, wise management team and status as a new IPO we should view this guidance as conservative.

This was a tough week for all of us as growth stocks, particularly tech stocks, were impacted by concerns over higher interest rates and slower economic growth. Events in China with its economic slowdown and European conflict are not helping matters either. This week we head to Chile for a double commodity play on food and electric vehicles.

Yesterday the FOMC decided to move ahead with another 25bps hike, bringing its federal funds target rate to a range of 4.75% to 5%. The statement was missing the phrase, “...ongoing increases in rates would be appropriate,” which was present in the eight previous statements, suggesting the Fed may be done hiking soon.

Bonds or bond funds should be part of most investors’ portfolios or retirement plans because of the predictable income they generate. But with interest rates vacillating wildly, let’s take some time to explore how that impacts bond investors and some strategies you can employ to optimize your fixed-income returns.