This High Profit-Margin Business Promises Big Growth

Software companies remain one of the best places for tech investors. It doesn’t require physical facilities to manufacture hardware, and a piece of software can be copied endlessly with little extra cost. That creates high profit margins. Today, software companies that offer data and analytic services can best use a recurring revenue model to create steady and growing cash flows as well. That’s a particularly attractive space for investors in tech today. One clear winner in the space is Palantir Technologies (PLTR) ...
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Insider Trading Report: Cheniere Energy Partners (CQP)

Blackstone Holdings III, a major holder of Cheniere Energy Partners (CQP), recently added 44,517 shares to their holdings. The buy increased the firm’s stake by 0.34 percent, and came to a total price of just over $1.8 million. Other major owners have also been buyers in the past few weeks, with the last insider sales occurring back in March with a massive 2.3 million share sale. The last activity from a non-major holder came from a director sale back in late ...
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Unusual Options Activity: Tesla Motors (TSLA)

Shares of electric carmaker Tesla Motors (TSLA) have been trending higher in recent weeks, aided by a report that the company has continued full production amid a global chip shortage. One trader sees shares moving higher in the coming weeks. That’s based on the October 22 $830 calls. With 15 days until expiration, over 12,175 contracts traded against a prior open interest of 449, for a 27-fold rise in volume. The buyer of the calls paid $10.08. Shares last traded around $780, ...
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Combining Two Top Tech Trends Can Lead to Bigger Profits

Investors are already aware of the top trends likely to produce trillions of dollars in wealth over the next decade. With markets having a classic autumn selloff from overpriced levels, some companies are looking ahead to that future. The best way to grow for many firms right now is to acquire smaller and faster-growing companies, particularly when those firms provide access to a new market for existing products. That may be the case with Qualcomm (QCOM). The wireless chipmaker has partnered ...
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Insider Trading Report: Compass Diversified Holdings (CODI)

Sarah McCoy, an executive at Compass Diversified Holdings (COI), recently picked up 3,164 shares. The buy increased her stake by nearly 15 percent, and came to a total cost of just over $89,000. This follows on a number of other insider buys over the past two months from a number of company insiders. On the sell side, only a major holder of shares has been selling shares over the past year. Overall, company insiders own over 15 percent of shares. Shares of ...
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Unusual Options Activity: Merck & Co (MRK)

Shares of pharmaceutical giant Merck (MRK) recently jumped higher on news of a Covid drug that could substantially reduce hospitalizations. One trader sees the trend continuing. That’s based on the November $100 calls. With 44 days on the trade, over 9,850 contracts traded against a prior open interest of 249, for a 40-fold rise in volume. The buyer of the calls paid $0.29 to make the trade. Even with the recent jump in price, shares are now only up about 5 percent ...
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This Sudden Commodity Shortage Bodes Well for Best-of-Breed Firms

With inflation continuing to come in hot, investors are turning to commodities. It’s been less than 18 months since oil prices briefly traded at negative prices thanks to some desperate traders. Now, the pain is coming at the gas pump as oil prices are likely to buck a seasonal trend higher, just as winter sets in and natural gas prices are also on the rise. Nearly every company in the space will benefit. Some are already preparing shareholders with specific predictions. ExxonMobil ...
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Insider Trading Report: Apartment Investment & Management Co (AIV)

Terry Considine, a director at Apartment Investment & Management Co (AIV), recently picked up 305,375 shares. The buy increased his stake by nearly 20 percent, and came to a total price of just over $2.13 million. This is the ninth buy from company insiders this year, including both directors and a company executive, totaling over 1 million shares purchased. So far this year, there’s been one sale, also from a director, of just 12,200 shares. Even with these large share buys, Read More
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