Portugal consome 5% de nuclear, mas centrais no país ainda são tabu

[AC Investor Blog]

estranho, como disse, foi o investimento feito nas opções.....

The shares of Juniper Networks, Inc. (NYSE:JNPR - 18.00) have tacked on roughly 4% so far today, and it looks like a slew of options traders are anticipating even more short-term upside. At last look, JNPR has seen about 40,000 calls change hands -- close to 16 times its average intraday call volume.

Most active by a mile has been the November 20 call, which has seen more than 10,600 contracts cross the tape on open interest of fewer than 1,000, pointing to a plethora of new positions. What's more, 91% of the soon-to-be front-month calls have traded at the ask price, hinting at buyer-driven volume.

By purchasing the calls to open, the buyers are expecting JNPR to surmount the $20 level within the next few weeks. More specifically, the volume-weighted average price (VWAP) of the calls is $0.53, indicating a breakeven level of $20.53 (strike plus VWAP) for the buyers. However, should JNPR remain below this round-number strike, the traders' maximum risk is capped at the premium paid at initiation.

As alluded to yesterday, this affinity for calls is just more of the same for JNPR, judging by the latest trends in the options arena. In fact, the stock's Schaeffer's put/call open interest ratio (SOIR) stands at 0.51, suggesting calls nearly double puts among options with a shelf-life of three months or less. Furthermore, this ratio registers in the 25th percentile of its annual range, implying that near-term options traders are more call-skewed than usual right now.

Today's bulls are likely reacting to unsubstantiated reports that JNPR has hired J.P. Morgan to evaluate possible bids for the company. In fact, one bid is reported to be in the high $20's -- a possible catalyst for the aforementioned 20-strike call buyers -- with EMC Corporation (NYSE:EMC) cited as a potential buyer.

At last check, JNPR is winking at the $18 level. Earlier in the session, the security traveled as high as the $19.22 before running into a wall at its 200-day moving average, which has rejected the stock's rally attempts since mid-2011.

[Soma e segue]

Como anunciei no twitter, entrada na JNPR nos 17.96..... estes rumores com um forte compra de calls para Novembro no strike de $20 , parece-me um rumor com fundamento....ninguém investia tanto face ao preço actual, ou então, é uma aposta de grande risco....

Sem pretender ser do contra, mas esses ditos "rumores" não poderão ser intencionais dado que a divulgação de resultados irá ocorrer no próximo dia 23OUT ?

Já tenho sido surpreendido e apanhado na curva com "bons rumores" antes das divulgações de resultados

[AC Investor Blog]

Como anunciei no twitter, entrada na JNPR nos 17.96..... estes rumores com um forte compra de calls para Novembro no strike de $20 , parece-me um rumor com fundamento....ninguém investia tanto face ao preço actual, ou então, é uma aposta de grande risco....

"Juniper Networks, Inc. (NYSE:JNPR): According to Network World, who cited Benzinga.com, Juniper Networks, Inc. has reportedly hired JP Morgan (NYSE:JPM) to manage bids from potential buyers. Unnamed sources have stated that Juniper has received an offer in the “high $20s per share,” and EMC (NYSE:EMC) has been mentioned as a potential suitor."

[atomez]

A Juniper (JNPR) apresentou um revamp corporativo, novos produtos e novas iniciativas.

Juniper spruces up products, burnishes identity

New hardware, software, and cloudy vision

Juniper Networks is launching a fleet of new software, hardware, and partnerships today under a major retooling of the company's brand identity.

Complete with a new logo, Juniper's announcements include a new application-development platform for Junos, an integrated software client, a new chipset for MX routers, and (but of course) a cloud computing initiative.

Centeral to Juniper's revamp is the Junos operating system, for which the company is taking some major steps to promote as an open, cross-network platform with the new Junos Space and Junos Pulse.
...
In addition to Juniper's OEM deal with IBM today, the company announced Tuesday that Dell will peddle its MX Series service routers, EX Series Ethernet switches, and SRX Series services gateways.

Tecnicamente está com bom aspecto e promete ir aos $40 (máx de há 2 anos) a médio prazo, bem longe dos $250 de 2000 mas ainda assim tentador.

Me likes it.

[AC Investor Blog]

Juniper shares surged 17% after the maker of networking equipment reported strong earnings. The stock had slumped about 40% since peaking at a six-year high last October. In addition to the strong earnings report, the company named a new CEO on Thursday, replacing long-time chief Scott Kriens, who will more into the chairman role at the company. Looking at the daily technical chart, it shows that JNPR declined substantially during June, and then consolidated forming an inverted head and shoulder pattern. On Friday, the stock broke out from its neckline on relatively high volume, the neckline breakout was accompanied by a bullish Stochastics crossover in oversold territory. Based on today's action, I expect to see the stock move up in the next coming weeks. Technically I'm bullish on the stock.