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Why Now's the Time to Go Long on VMware Stock

Low expectations surround outperforming VMware Stock

May 2, 2017 at 7:35 AM
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IT stock VMware, Inc. (NYSE:VMW) has been rising fast on the charts over the past year, and currently sports a year-over-year advance of more than 65%. The shares are now breaking higher from a recent period of consolidation to trade above their 2015 highs, and with significant call open interest at overhead strikes expiring in the weekly 4/28 series, it appears to be an excellent opportunity to go long on the outperforming security.

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Analysts have been slow to take notice of VMW, too. At the moment, 15 of the 28 analysts that cover the stock rate it just a "hold." It wouldn't be surprising to see at least a few of these bears upgrade their ratings, which would provide an extra spark for VMW.

The shares could also stand to benefit from a short-squeeze situation. Short interest accounts for a whopping 37% of the stock's float, which would take more than a month to buy back, based on average daily volumes.

Near-term VMW options are also pricing in unusually low volatility expectations at the moment. This is based on the equity's Schaeffer's Volatility Index (SVI) of 17%, ranking in just the 3rd annual percentile. Plus, our recommended call option on VMware, Inc. (NYSE:VMW) has a leverage ratio of 10, meaning it'll double in value on a 9.3% gain in the underlying shares.

Subscribers to Schaeffer's Weekend Trader services received this commentary on April 30. 
 

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