Friday, November 13, 2009

More Options Analysis in Palm Chatter (PALM)

Palm Inc. (NASDAQ: PALM) has already been covered today on the would-be takeover rumor.  Its implied volatility is merely up 3.4% on takeover chatter, but 58,000 calls and 16,390 puts have traded with bullish bias as 51% of calls are bought offer side, new opening buyers.  A recent buyer of 8,750 November $16 calls with shares at $12.25 a week from expiration is very surprising.  There are quite a few non-believers though as a 2,000 contract January $12.50/$10 put spread was bought to open for $1.13 and a block of 3,050 December $12 calls were sold below the bid at $1.28.  This looks to be a rumor without a lot of conviction behind it, and I know if I was buying a company I would not be looking to buy the one getting its lunch fed to it by larger competitors as exhibited in recent smartphone sales data.

At 12:48 PM EST shares are up 7.7% at $12.34, yet we have still not seen a full day’s worth of volume.

Joe Kunkle, OptionsHawk.com


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