Articles
Daily market commentary and analysis.
Invest Where Other Companies See Value
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…
Oct 19, 2023
Insider Activity Report: Lennar Corp (LEN)
Amy Banse, a director atLennar 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…
Oct 19, 2023
Unusual Options Activity: Colgate-Palmolive (CL)
Household product firmColgate-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.…
Oct 19, 2023
One Easy Way to Bet on this Market-Changing Event
The cryptocurrency market has been trending higher this year, following massive losses in 2022. Traders and investors alike are looking at improving conditions. The biggest potential improvement is…
Oct 18, 2023
Insider Activity Report: Aehr Testing Systems (AEHR)
Howard Slayen, a director atAehr Testing Systems (AEHR), recently bought 700 shares. The buy increased his position by less than 1 percent, and came to a total cost of $28,140. This marks the first…
Oct 18, 2023
Unusual Options Activity: Cassava Sciences (SAVA)
Alzheimer’s disease treatment companyCassava Sciences (SAVA) dropped 15 percent on Monday. A leaked report suggests that the company may have manipulated data, and one trader is betting shares will…
Oct 18, 2023
Use Weak Markets to Buy High-Quality Names
The market remains well off its summer highs, and may be in for a few more rough days of trading before moving into an end-year holiday rally. That means investors have a chance to buy companies well…
Oct 17, 2023
Insider Activity Report: Argan (AGX)
Cynthia Flanders, a director atArgan (AGX), recently bought 8,500 shares. The buy increased her position by 106 percent, and came to a total cost just under $258,000. This follows up on two buys from…
Oct 17, 2023
Unusual Options Activity: Abercrombie & Fitch (ANF)
RetailerAbercrombie & Fitch (ANF) is having a banner year, with a 276 percent rally in shares. One trader sees that rally continuing in the weeks ahead. That’s based on the December 15 $80 calls.…
Oct 17, 2023
Look Beyond Headline Names and Profit with Key Suppliers
The stock market usually moves higher due to just a handful of companies. Today, that’s centered around big-cap tech stocks working on artificial intelligence (AI) programs. In time, that may change.…
Oct 16, 2023
Insider Activity Report: Carnival Corp (CCL)
Randall Weisenburger, a director atCarnival Corp (CCL), recently bought 350,000 shares. The buy increased his stake by 39 percent, and came to a total cost of $4.54 million. The director was the last…
Oct 16, 2023
Unusual Options Activity: Morgan Stanley (MS)
Financial services leaderMorgan Stanley (MS) is trading flat over the past year, as the banking sector has been under pressure from higher interest rates and slow stock trading. One trader is betting…
Oct 16, 2023
Weight Loss Drugs or Not, Sugary Foods Aren’t Going Away
The past few weeks have seen several snack food companies take a big hit. Part of the move may have been from rising bond yields, which compete with dividend yields. Another factor is the use of…
Oct 13, 2023
Insider Activity Report: Coty (COTY)
Isabelle Parize, a director atCoty (COTY), recently bought 4,775 shares. The buy increased her stake by 8 percent, and came to a total cost of just over $50,100. The buy was a follow-up from a buy…
Oct 13, 2023
Unusual Options Activity: Baxter International (BAX)
Dialysis machine manufacturerBaxter International (BAX) is down nearly a third over the past year. Part of the recent selloff comes as new weight loss drugs have come onto the market. One trader is…
Oct 13, 2023
Stick With Companies Beating Earnings Now
The market’s wild swings in the past few weeks reflect some economic uncertainty. Rising interest rates are starting to take their toll on the economy. More importantly for investors, rising bond…
Oct 12, 2023
Insider Activity Report: Legacy Housing Corp (LEGH)
Robert Bates, President and CEO ofLegacy Housing Corp (LEGH), recently bought 3,000 shares. The buy increased his stake by 17 percent, and came to a total cost of $55,980. This marks the first…
Oct 12, 2023
Unusual Options Activity: Palantir Technologies (PLTR)
Data analytics firmPalantir Technologies (PLTR) is up nearly 120 percent over the past year. One trader is betting on a further rally for the stock going into next spring. That’s based on the May…
Oct 12, 2023
Keep Riding this Commodity Boom with the Sector’s Top Names
Commodities were out of favor with the market for the 2010s, but have started to see a comeback since 2020. Typically, commodity markets move in a long-term trend, where decade-long moves can play…
Oct 11, 2023
Insider Activity Report: CME Group (CME)
William Shepard, a director atCME Group (CME), recently bought 292 shares. The buy increased his position by less than 1 percent, and came to a total price of $58,326. The director has made two other…
Oct 11, 2023