Q2 STOCKS TO BUY

Angie's List Inc (ANGI) Put Buyers Win Big

Angie's List Inc (NASDAQ:ANGI) is down 7% following its first-quarter earnings report

Apr 20, 2016 at 9:47 AM
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Earnings season is kicking into high gear, and Angie's List Inc (NASDAQ:ANGI) is down 7.4% out of the gate at $7.18, after the consumer service review website swung to a first-quarter loss on revenue of $83.9 million, both numbers below the consensus estimates. Tuesday's options traders were bracing for a post-earnings drop from ANGI, with put volume running at 28 times the normal daily rate -- and one batch of speculators set to win big on today's plunge.

Specifically, ANGI's May 7.50 put saw the most action on Tuesday -- albeit, amid relatively low absolute volume -- and it looks as if a portion of the puts were bought to open for a volume-weighted average price of $0.56 apiece. This morning, the ask price for the now in-the-money puts has jumped to $0.90, meaning these traders are already staring at paper profits.

More broadly speaking, Tuesday's put-skewed session just echoes the recent trend seen in ANGI's options pits. At the International Securities Exchange (ISE), Chicago Board Options Exchange (CBOE), and NASDAQ OMX PHLX (PHLX), options traders have bought to open 4.36 puts for every call over the past 10 sessions.

This skepticism is seen outside of the options arena, as well. Although short interest edged 2.4% lower in the most recent reporting period, it still accounts for a healthy 7.1% of the stock's available float. Even more telling, it would take roughly 11 sessions to cover these shorted shares, at ANGI's average daily pace of trading.

Ahead of today's trading, the stock had already surrendered nearly one-third of its value since topping out at an annual high of $11.25 in late November -- sending buyout buzz swirling. What's more, this morning's setback has the shares of Angie's List Inc (NASDAQ:ANGI) lingering near levels not seen since last November.

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