Subscription Revenue Makes for a Successful Long-Term Investment
Wall Street loves a company that can create a subscription-based revenue model. Ensuring that customers come back monthly or annually make it possible for companies to better plan their future with some consistency. While a company with such a model might see lower growth, the consistency of growth tends to be appreciated by investors and analysts alike. Many companies, particularly in the tech space, have been embracing this model. One such company is
Cisco (CSCO). The builder of the original Internet with switches ...
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Cisco (CSCO). The builder of the original Internet with switches ...
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Insider Trading Report: Molson Coors Beverage (TAP)
Louis Vachon, a director at
Molson Coors Beverage (TAP), recently picked up 3,000 shares. The buy increased his stake by over 10 percent, and came to a total purchase price of just over $138,000. This is the second insider buy of the year, following another director buy in February. Directors have also been buyers in 2020 as well, although many company executives have been sellers over the past three years, with sellers far outpacing buyers. Company insiders own 11.3 percent of shares. Shares ...
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Molson Coors Beverage (TAP), recently picked up 3,000 shares. The buy increased his stake by over 10 percent, and came to a total purchase price of just over $138,000. This is the second insider buy of the year, following another director buy in February. Directors have also been buyers in 2020 as well, although many company executives have been sellers over the past three years, with sellers far outpacing buyers. Company insiders own 11.3 percent of shares. Shares ...
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Unusual Options Activity: Colfax Corporation (CFX)
Shares of specialty industrial machinery company
Colfax Corporation (CFX) have been trending higher in the past year, although the share appreciation has slowed in recent months. One trader sees the possibility of a drop in the months ahead. That’s based on the December $40 puts. 5,000 contracts traded hands, a 48-fold rise in volume from the prior open interest of 105. The trade has 91 days until expiration. The buyer of the put paid $0.85 to make the trade. A strike price of ...
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Colfax Corporation (CFX) have been trending higher in the past year, although the share appreciation has slowed in recent months. One trader sees the possibility of a drop in the months ahead. That’s based on the December $40 puts. 5,000 contracts traded hands, a 48-fold rise in volume from the prior open interest of 105. The trade has 91 days until expiration. The buyer of the put paid $0.85 to make the trade. A strike price of ...
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New Leadership Can Revitalize Even a Top Company
Company leadership changes over time. New leadership can bring about fresh energy, new ideas, and potentially find new ways to grow a business. Such leadership doesn’t always have to come from the CEO seat as well. That could be the case with
Goldman Sachs (GS), which just announced a new CFO to replace the retiring one after a three-year tenure. Shares have had some strong performance over the past three years, rebounding strongly from the pandemic to new highs. The investment bank ...
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Goldman Sachs (GS), which just announced a new CFO to replace the retiring one after a three-year tenure. Shares have had some strong performance over the past three years, rebounding strongly from the pandemic to new highs. The investment bank ...
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Insider Trading Report: Teledyne Technologies (TDY)
Jason VanWees, an Executive Vice President at
Teledyne Technologies (TDY), recently picked up 1,500 shares. The buy increased his stake by nearly 4 percent, and came to a total price of $639,000. This marks the first insider buy since March, when a cluster of company insiders picked up shares. Prior to that, company insiders have been sellers going back to 2018. Insiders own about 1.3 percent of the company. Shares of the aviation electronics company have performed about in-line with the overall ...
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Teledyne Technologies (TDY), recently picked up 1,500 shares. The buy increased his stake by nearly 4 percent, and came to a total price of $639,000. This marks the first insider buy since March, when a cluster of company insiders picked up shares. Prior to that, company insiders have been sellers going back to 2018. Insiders own about 1.3 percent of the company. Shares of the aviation electronics company have performed about in-line with the overall ...
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Unusual Options Activity: Comcast Corporation (CMCSA)
Shares of cable giant
Comcast Corporation (CMCSA) slid on Tuesday as the company warned on declining cable subscribers. One trader sees the room for a further drop in the months ahead. That’s based on the November $50 puts. With 64 days left on the trade, over 32,100 contracts traded against an open interest of 201 contracts, for a 160-fold jump in volume. The buyer of the puts paid $0.85 to make the trade. With shares currently around $55, it would take a ...
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Comcast Corporation (CMCSA) slid on Tuesday as the company warned on declining cable subscribers. One trader sees the room for a further drop in the months ahead. That’s based on the November $50 puts. With 64 days left on the trade, over 32,100 contracts traded against an open interest of 201 contracts, for a 160-fold jump in volume. The buyer of the puts paid $0.85 to make the trade. With shares currently around $55, it would take a ...
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Don’t Sweat Slowing Earnings Growth in Great Companies
Earnings season has been solid the past few quarters for most stocks. Companies have been reporting numbers that crush pandemic levels from over the past year. Now, however, companies are getting past the worst of the pandemic, and growth has been slowing from the artificial boost from reopening (or providing a useful service during the pandemic. That’s creating some modest selloffs, but also some modest buying opportunities. Case in point?
Oracle (ORCL). The tech giant, best known for database technologies, has been expanding ...
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Oracle (ORCL). The tech giant, best known for database technologies, has been expanding ...
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Insider Trading Report: SelectQuote (SLQT)
Thomas Grant, a director at
SelectQuote (SLQT), recently bought 144,533 shares. The buy increased his stake by nearly 6 percent, and came to a total price of just under $1.8 million. Grant was joined by another director who bought 10,000 shares on the same day, at a cost of just over $133,000. And the day before, another director bought 1,000 shares. Overall, company insiders have been active and massive buyers since August. Prior to that, insiders, primarily larger owners, have been big ...
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SelectQuote (SLQT), recently bought 144,533 shares. The buy increased his stake by nearly 6 percent, and came to a total price of just under $1.8 million. Grant was joined by another director who bought 10,000 shares on the same day, at a cost of just over $133,000. And the day before, another director bought 1,000 shares. Overall, company insiders have been active and massive buyers since August. Prior to that, insiders, primarily larger owners, have been big ...
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