HRB Forecast + Trading Strategies




Price Forecast:


Bearish<->Bullish




Bullish Case: Increasing institutional investment and strong seasonal demand can lead to a price growth. Implied volatility suggests potential upward movements, while historical returns indicate positive trends in strong demand periods.




Bearish Case: Potential fallout from ongoing legal issues and pressure from IRS free filing competition may lead to declining stock prices. High implied volatility reflects market uncertainty, amplifying risks for HRB's performance.




Potential Outcomes:
  • Tax season demand boosts stock (+40%)
  • Legal challenges persist, hurting stock (-30%)
  • IRS free filing reduces market share (-15%)
  • Institutional investment drives up price (+15%)




Trading Oracle: Consider a cautious bullish approach by buying $60 call options expiring in January 2025 while selling $65 call options for downside risk management. This strategy captures upside from strong seasonal demand while hedging against volatility. Focus on short to mid-term positions for optimized risk-reward profiles, leveraging current bullish sentiment and implied volatility indicators.



December 03, 2024


H&R Block Forecast

HRB        H&R Block











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Assets that tend to move strongly with HRB



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ITA Forecast + Options Trading Strategies   ITA  BTC iShares U.S. Aerospac (0.89)


ICE Forecast + Options Trading Strategies   ICE  Intercontinental Exchange (0.89)



Uncorrelated Assets

Assets with little price relationship to HRB



BE Forecast + Options Trading Strategies   BE  Bloom Energy (0.0)


IOVA Forecast + Options Trading Strategies   IOVA  Iovance Biotherapeutics (0.01)


EXPD Forecast + Options Trading Strategies   EXPD  Expeditors International Of Washington (-0.01)


PEP Forecast + Options Trading Strategies   PEP  Pepsico (-0.01)


S Forecast + Options Trading Strategies   S  Sprint (0.01)



Anticorrelated Assets

Assets that tend to move strongly against HRB



CLF Forecast + Options Trading Strategies   CLF  Cleveland-Cliffs (-0.86)


LABD Forecast + Options Trading Strategies   LABD  Direxion Daily S&P Biotech Bear 3X Shares (-0.87)


SPXS Forecast + Options Trading Strategies   SPXS  Direxion Daily S&P 500 Bear 3X Shares (-0.87)


BEN Forecast + Options Trading Strategies   BEN  Franklin Resources (-0.87)


WBA Forecast + Options Trading Strategies   WBA  Walgreens Boots Alliance (-0.88)









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