In Bear Markets, Follow Investors Looking to Unlock Value Now

While stocks have had a strong start to the year, corporate earnings show a slowdown. And interest rates are still on track to rise. Investors should generally be cautious about long-side ideas right now. One way to find the best opportunities is to look at where big-name players are going. Besides making large purchases of shares, which can help the price rise, some companies may attract interest from activist investors. These investors can help management make more profitable decisions. Currently, activist investors ...
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Insider Trading Report: Rent-A-Center (RCII)

Jeffrey Brown, a director at Rent-A-Center (RCII), recently bought 1,084 shares. The buy increased his holdings by just over 1 percent, and came to a total cost of $26,233. The director has been a quarterly buyer of shares going back to 2021. Other company insiders have been slight buyers, with a CEO buy of 40,000 shares for $1.08 million last March. The last insider sale occurred in December 2021. Overall, Rent-A-Center insiders own 11 percent of shares. The rental and leasing service ...
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Unusual Options Activity: Sabre Corporation (SABR)

Shares of travel services company Sabre Corporation (SABR) have shed about one-third of their price over the past year. One trader sees shares trending lower in the first half of this year. That’s based on the July $7.00 put. With 184 days until expiration, 42,714 contracts traded compared to a prior open interest of 110, for a 388-fold jump in volume on the trade. The buyer of the puts paid $1.22 to make the bearish bet. Shares last traded for just under ...
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In Time, This Hyper-Growth Trend Will Continue… Look for Top Investments Now

The stock market is not the economy. However, many trends can play out with exaggerated moves both up and down in the stock market. That’s especially true with tech trends. While technology continues to transform, how investors view the investment opportunities can rapidly change. That can create times when it’s wise to step aside, as values are too high. At other times, it may make sense to buy, even when things look ugly. That latter case may be playing out today… The ...
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Insider Trading Report: B. Riley Financial (RILY)

Randall Paulson, a director at B. Riley Financial (RILY), recently added 20,000 shares. The buy increased his holdings by 8 percent, and came to a total cost of just over $744,000. That adds to other insider buys over the past year, including the company Co-CEO, who last bought over 26,500 shares in late December. Overall, insiders have been substantial buyers over the past two years, with the last insider sale occurring back in May 2022. Overall, company insiders own 46.5 percent ...
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Unusual Options Activity: Colgate-Palmolive Company (CL)

Shares of consumer goods company Colgate-Palmolive Company (CL) lost 7 percent over the past year, declining about half as much as the S&P 500. One trader sees a further decline in the months ahead. That’s based on the May $62.50 puts. With 122 days until expiration, 8,317 contracts traded compared to a prior open interest of 257, for a 32-fold rise in volume on the trade. The buyer of the puts paid $0.33 to make the bearish bet. Shares recently traded close ...
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Continue Following the Right-Sizing Trend

Many companies expanded during the past few years, amid unprecedented government stimulus checks and easy money policies. Now, many companies have found that rapid growth is a bit more elusive over the long haul. They’re cutting back on employees. That trend is right-sizing companies that may have over-expanded on employees in recent years. That’s been seen primarily with big tech. But the current slowdown is also starting to be seen with financial companies as well. The latest is asset manager BlackRock (BLK) ...
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Insider Trading Report: Augusta Gold (AUGG)

Augusta Investments Inc., a major owner of Augusta Gold Corp (AUGG), recently purchased 20,000 additional shares. The fund owns over 22 million shares, and the latest buy increased their holdings by less than 1 percent at a cost of just over $28,500. The fund last bought shares in August, picking up 10,000 shares for just under $11,000. The fund bought shares on over two dozen occasions in the last year. Going further back, company insiders were buyers of shares in early ...
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