Trading Tips Blog

David Dobson, a director at
John Wiley & Sons (WLY), recently bought 5,081 shares. The buy increased his stake by 64 percent, and came to a total cost of $152,357. Dobson was the most recent insider buyer with a 3,000 share pickup back in June. That buy increased his position by over 60 percent, and cost just under $95,000. Otherwise, the year has seen some small sales from company executives Overall, company insiders own 9.3 percent of shares. The publishing and education company ...
Read More About This

Semiconductor producer
Taiwan Semiconductor (TSM) is up 41 percent over the past year, and held up well amid last week’s market selloff. One trader sees further upside ahead. That’s based on the February 16, 2024 $80 calls. With 116 days until expiration, 25,019 contracts traded compared to a prior open interest of 157, for a massive 159-fold rise in volume on the trade. The buyer of the calls paid $15.75 to make the bullish bet Shares recently traded for about $93, making the ...
Read More About This

Markets are still setting up for a year-end rally. But the selloff of the past month has taken many great companies far lower. While tech stocks have been hit the hardest, consumer goods companies have also seen heavy selling as they compete with the rising yields on bonds. That means investors may have a great opportunity to buy shares of defensive companies now, ahead of both a year-end rally and a likely move lower for interest rates later in 2024. Consumer goods ...
Read More About This

William Jurgensen, a director at
Lamb Westin (LW), recently bought 3,000 shares. The buy increased his stake by 2 percent, and came to a total cost just over $253,000. This is the first insider buy at the company in the past two years. Otherwise, company officers have been periodic sellers of shares, with the last sale occurring in August when shares traded nearly $20 higher from the current price. Overall, company insiders own 0.4 percent of shares. The frozen potato producer is up ...
Read More About This

Semiconductor designer
Marvell Technology (MRVL) is up 40 percent in the past year, returning more than double the S&P 500. One trader sees shares trending higher in the next two weeks. That’s based on the November 3 $53 calls, With 14 days until expiration, 5,037 contracts traded compared to a prior open interest of 109, for a 46-fold rise in volume on the trade. The buyer of the calls paid $1.15 to make the bullish bet. Shares recently traded for about $51.50, so ...
Read More About This

One way to find market-beating trades is to look at companies that have suitors. A company that receives an unsolicited buyout offer can get a sense of what their shares would be worth if they were taken over. If the company rejects the offer, it may be a sign that they see even more value to their shares. That could lead to a higher offer, or a bid from a third company that sees an opportunity. Such a move is underway in ...
Read More About This

Amy Banse, a director at
Lennar Corp (LEN) recently bought 920 shares. The buy increased her position by 10 percent, and came to a total cost just over $100,000. This follows up on two other buys she made in August, for about $201,000, and another buy in July, also in the $100,000 range. Otherwise, company insiders were sellers of shares last year, including both the company’s CFO and several vice presidents. Overall, company insiders own 2.4 percent of shares. The homebuilder is ...
Read More About This

Household product firm
Colgate-Palmolive (CL) is trading flat over the past year as consumer goods companies have sold off in recent weeks. One trader sees a strong rebound by the end of next spring. That’s based on the May 2024 $75 calls. With 211 days until expiration, 51,631 contracts traded compared to a prior open interest of 270, for a massive 191-fold jump in volume on the trade. The buyer of the calls paid $3.40. Shares recently traded for about $72, so shares ...
Read More About This