Notable Weekly Options – Scheduled To Release – ER = Next Catalysts

ER Charts Groups

Yahoo! Inc. (NASDAQ:YHOO) Tuesday, April 2, 4:48 PM Elissa Murphy, Yahoo’s (YHOO) cloud services engineering chief, is leaving to become the CTO of Go Daddy. It’s probably not a coincidence Go Daddy’s CEO is former Yahoo Chief Product Officer Blake Irving, or that another exec, James Carroll, recently left to join Irving. Separately, Yahoo is continuing its revamp of Yahoo Mail by integrating cloud storage giant Dropbox’s services. Don’t look for Google to do the same anytime soon for Gmail, not when it remains committed to Google Drive.

The Coca-Cola Company (NYSE:KO) Thursday, April 4, 12:19 PM Coca-Cola (KO) plans to increase its investment in Indonesia with the growth potential in the nation very promising. The company sees spending $700M on capital plans and marketing over the next three years. Next Catalyst: Annual Meeting of Shareholders to be held on April 24, 2013 – KO

Verizon Communications (NYSE:VZ)Wednesday, April 3, 4:26 PM Bernstein takes Verizon’s (VZ) statement about not currently having any intention to acquire/merge with Vodafone (VOD) as a sign Verizon’s overtures have been rebuffed. “We view Vodafone as a (very) reluctant seller.” Nonetheless, an unnamed top-15 Vodafone shareholder tells Reuters “there has been a subtle change of tone from Vodafone management” over the last 6 months regarding a sale of the Verizon Wireless stake. “They are in a place psychologically where they are prepared to sell it.”. Next Catalysts: Annual Meeting of Shareholders to be held on May 2, 2013 – VZ

Microsoft Corporation (NASDAQ:MSFT) Thursday, April 4, 3:58 PM Google Glass is the new iWatch: everyone seems to be hatching plans for a competitor even before the original sees a commercial launch. Topeka’s Brian White, fresh off predicting an iTV with a ring accessory will arrive, says he believes Microsoft (MSFT) is working on a set of Web-enabled glasses for a 1H14 launch. The report comes a day after Baidu confirmed it has a Google Glass-like project of its own. Separately, IDG’s Agam Shah observes Windows RT tablets are being discounted left and right, raising fresh questions (previous) about the OS’ future. Tuesday, April 2, 6:49 PMSurface RT (MSFT) sales “have slowed considerably in the last month from an already anemic pace” and could be below 50K/month, according to Detwiler Fenton’s checks. Next Catalysts: Window Vision or Tunnel Vision.

MetroPCS Communications, Inc. (NYSE:PCS)Thursday, April 4, 9:31 AMSources say Deutsche Telekom unit T-Mobile USA (DTEGY.PK) is considering changing the terms of its proposed merger with Metro PCS (PCS) ahead of a shareholder vote next week. There has been broad speculation T-Mobile would sweeten the pot. Next Catalysts: MetroPCS’ Special Meeting of Stockholders scheduled for April 12, 2013 – PCS

Sprint Nextel Corporation (NYSE:S) Wednesday, April 3, 4:37 PMDisgruntled Clearwire (CLWR) investor Crest Financial is offering Clearwire $240M in convertible debt financing as an alternative to the $80M/month in financing being provided by Sprint (S). Crest, which considers Sprint’s $2.97/share deal to acquire Clearwire insufficient, argues its funds would leave Clearwire with enough capital to build 2K 4G LTE cell sites and handle this year’s interest payments. Clearwire closed at $3.28 today, 10% above Sprint’s offer price. Next Catalysts: Could be PCS or On Feb. 4, Starburst II, a subsidiary of SoftBank, filed a registration statement on Form S-4 that discusses the proposed merger. – S

Bristol-Myers Squibb Company (NYSE:BMY) Friday, April 5, 10:35 AMVertex Pharmaceuticals (VRTX) bucks a weak tape this morning after saying it’s entered into a non-exclusive agreement with Bristol-Myers Squibb (BMY) to conduct Phase 2 studies of VRTX‘s VX-135 in combination with BMY‘s daclatasvir for the treatment of hepatitis C. As part of the agreement, VRTX will also conduct two Phase 2 studies of the combination, including an initial study in treatment-naive people with genotype 1 HCV infection. The second study is planned for Q2. Next Catalysts: Annual Meeting of Shareholders to be held on May 7, 2013 – BMY

Pfizer Inc. (NSYE:PFE) Thursday, April 4, 4:45 AMThe cost of caring for people with dementia is $157-215B a year and could double by 2040, a study from RAND Corp. estimates. The cost of dementia treatment is $109B – above the $102B spent on heart disease and the $77B on cancer – with the other dementia expenses used for long-term day-to-day care. Thursday, April 4, 9:56 AM While Pfizer (PFE) has spun off its animal-health unit and sold its infant-nutrition business over the past year, it “absolutely” plans to keep its $3.2B/year consumer-health ops, CEO Ian Read has told investors. Read reckons that the unit is critical for Pfizer to take advantage of a growing trend in which prescription drugs gain over-the-counter status. Next Catalysts: Annual Meeting of Shareholders to be held on April 25, 2013 – PFE


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