Invest With Companies Keeping It Simple

While the world is getting increasingly complex, companies that follow and stick to a simple business model can fare well. Especially if they’ve built up a strong brand over the years. Management who works to ensure that a company’s operations can stay simple will often see great results. And investors who keep their investing simple can also reap the benefits from the compounding power of a simple company not overspending to complicate its operations. One company working on keeping things simple now ...
Read More
|

Insider Activity Report: New York Community Bancorp (NYCB)

Marshall Lux, a director at New York Community Bancorp (NYCB), recently bought 27,100 shares. The buy increased his position by 55%, and came to a total cost of $99,891. This is the first insider buy since a cluster of insiders bought shares in early February, including the CEO and CFO. The regional bank has been under pressure this year amid ongoing concerns of a weakness in the regional bank stocks. Overall, NYCB insiders own 1.3% of shares. Even with news of ...
Read More
|

Unusual Options Activity: General Motors (GM)

Car and truck producer General Motors (GM) is hitting a new 52-week high. One trader sees shares trending even higher over the next few months. That’s based on the July $50 calls. With 112 days until expiration, 11,169 contracts traded compared to a prior open interest of 188, for a 59-fold rise in volume on the trade. The buyer of the calls paid $1.12 to make the bullish bet. General Motors shares recently traded for about $45, so shares would need to ...
Read More
|

Stick With Inflation-Beating Companies Now Trending Higher

Quality, long-term stock holdings can deliver great returns for years on end. One sign that a company is a good investment is that it can raise prices year after year. As long as customers continue to buy, and earnings continue to grow, shares can rise. Some consumer goods companies have been impacted by the recent bout of inflation. The past few years have separated some of these companies into great holdings, while others haven’t performed as well. Seasoning and spice producer McCormick ...
Read More
|

Insider Activity Report: BRT Apartments (BRT)

Gould Investors LP, a major holder of BRT Apartments (BRT), recently bought 3,471 shares. The buy increased the fund’s stake by less than 1%, and came to a total cost of $56,450. The buy came a few days after the fund bought 3,268 shares, at a cost of $53,156. This is the first activity from the fund since May 2023. Otherwise, company insiders have been a bit more mixed, with a number of insider sales, including the company COO and CFO. Overall, ...
Read More
|

Unusual Options Activity: Krispy Kreme (DNUT)

Shares of doughnut maker Krispy Kreme (DNUT) soared 35% on Monday, following news that its product would start appearing at fast food giant McDonald’s (MCD). One trader sees the rally continuing in the coming weeks. That’s based on the April $15 calls. With 22 days until expiration, 8,3405 contracts traded compared to a prior open interest of 144, for a 58-fold rise in volume on the trade. The buyer of the calls paid $2.00 to make the bullish bet. Krispy Kreme shares ...
Read More
|

Board Battle or Not, this Brand Is Undervalued

The past few years have been painful for media companies. Shares soared as firms rolled out streaming services. But the high costs of content development and changing consumer tastes have led investors to put these stocks in the bargain bin. That’s an opportunity for investors today. Especially as media companies own considerable intellectual properties and brands that can likely lead to far higher valuations in the future. One potential winner in the short and long term is The Walt Disney Company ...
Read More
|

Insider Activity Report: Westlake Chemical Partners (WLKP)

Andrew Kenner, a SVP at Westlake Chemical Partners (WLKP), recently added 4,230 shares to his holdings. The buy increased his position by 3%, and came to a total cost of $93,737. The buy comes a few weeks after the SVP bought 5,000 shares, increasing his stake by 4% and paying $111,500 to do so. Kenner has also been a repeat and steady buyer in 2023, with over a dozen buys going into late 2022. Over the past two years, there has been ...
Read More
|