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Options Intelligence Report: Stampede Of Bulls At S&L Firm, People's United Financial Following B of A Guidance

 April 08, 2010 04:32 PM
 

People's United Financial, Inc. (PBCT) – Savings and loan holding company, People's United Financial, attracted hoards of bullish options players today after Bank of America Corp. initiated the firm with a ‘neutral' rating and a target share price of $16.50. The Connecticut-based lender's shares increased 1.3% during the trading day to stand up at $16.38 as of 2:25 pm (ET). Investors anticipating continued upward movement in the price of the underlying shares paid an average premium of $0.40 per contract to take ownership of at least 7,400 call options at the August $17.5 strike price. Call-buyers make money if PBCT's share price increases 9.3% over the current value of $16.38 to exceed the average breakeven point to the upside at $17.90 by August expiration day.

Energy Select Sector SPDR ETF (XLE) – Shares of the XLE, an exchange-traded fund that corresponds to the price and yield performance of the Energy Select Sector of the S&P 500 Index, are up 0.30% to $59.17 with 90 minutes remaining the trading day. Optimistic options traders initiated bullish positions on the fund by purchasing call options in the May contract. Similar call-buying activity at the same strike price in the May contract was also observed during the past couple of sessions. Investors picked up approximately 11,000 calls at the May $62 strike for an average premium of $0.49 apiece. Call-buyers are prepared to profit if shares of the underlying fund surge at least 5.6% from the current price to surpass the breakeven price of $62.49 ahead of expiration day next month. We note that shares of the energy fund have not breached $62.49 since October 1, 2008, when the XLE traded up to an intraday high of $63.43.

Fastenal Company (FAST) – Options activity on the seller of industrial and construction supplies this afternoon indicates one investor has established a long-term optimistic stance on the stock. FAST's shares are trading 1.3% lower to $51.05 in late afternoon trading. The investor responsible for nearly all of the current options volume traded on stock during the session purchased 8,850 puts at the January 2012 $50 strike for a premium of $8.10 each in combination with the purchase of an equivalent number of shares of the underlying stock. The trader is hoping to see shares appreciate, but has shelled out extra premium to protect the value of the underlying position should Fastenal's share price plummet in the next year and eight months to expiration. Downside protection kicks in if shares drop more than 17.9% from the current price to breach the lower breakeven point on the puts at $41.90 by expiration day in January 2012.

MGM Mirage, Inc. (MGM) – Frenzied call buying ensued on the operator of casino resorts today amid a more than 12.5% rally in the price of the underlying shares to a new 52-week high of $15.02. Optimism on the gaming sector and MGM is perhaps partly inspired by news that Nevada statewide gambling revenue increased 13.92% in the month of February. Regardless of the impetus for bullish sentiment, bull sharks picked up the scent of blood in the water and attacked calls across multiple contracts. Near-term bullish positioning took place at the April $15 strike where at least 6,100 calls were purchased for an average premium of $0.35 apiece. Buying interest continued at the higher April $16 strike as more than 4,100 calls were coveted for an average premium of $0.15 each.


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