Articles
Daily market commentary and analysis.
Stick With Tech Companies Increasing Billables Now
Valuations on tech stocks have been hit hard in the past year. That’s because a number of companies have shown that their growth projects were unable to handle a slowing economy. Other tech firms…
Sep 13, 2022
Insider Trading Report: PennyMac Mortgage Investment Trust (PMT)
David Spector, Chairman and CEO ofPennyMac Mortgage Investment Trust (PMT), recently added 20,000 shares. The buy increased his holdings by over 9.4 percent, and came to a total purchase price just…
Sep 13, 2022
Unusual Options Activity: The Wendy’s Company (WEN)
Shares of fast-food giantThe Wendy’s Company (WEN) have performed about in-line with the stock market over the past year. One trader sees shares bucking that trend with a move higher in the coming…
Sep 13, 2022
Keep Sticking with Semiconductors Amid the Ongoing Shortage
A few major themes have been at play over the past year. While tech stocks have largely sold off thanks to a decline in investors willing to take on risks, a shortage in the semiconductor industry…
Sep 12, 2022
Insider Trading Report: PVH Corp (PVH)
Stefan Larsson, CEO atPVH Corp (PVH), recently bought 18,540 shares. The buy increased his holdings by nearly 16 percent and came to a total price of just over $1,000,000. He was joined by two other…
Sep 12, 2022
Unusual Options Activity: Petroleo Brasileiro (PBR)
Shares of oil and gas giantPetroleo Brasileiro (PBR) are up 38 percent in the past year thanks to strong global energy prices. One trader sees a decline in the coming weeks. That’s based on the…
Sep 12, 2022
Buy When a Stock Has a Cloudy Outlook, Sell When the Skies are Clear
This year has been challenging for investors. A slowing economy and high inflation are creating a poor outlook for markets. Yet buying during challenging moments can be a solid time to invest. That’s…
Sep 9, 2022
Insider Trading Report: Marvell Technology (MRVL)
Michael Strachan, a director atMarvell Technology (MRVL), recently picked up 6,781 shares. The buy increased his stake by over 13 percent, and came to a total cost just over $314,000. This marks the…
Sep 9, 2022
Unusual Options Activity: Altimmune (ALT)
Shares of biotechnology companyAltimmune (ALT) are up 28 percent over the past year, but are also up nearly four-fold from their 52-week lows. One trader sees shares giving back some of their recent…
Sep 9, 2022
As Recession Fears Grow, Look for Recession-Resistant Companies on Market Drops
Typically, it’s taken two quarters of negative GDP growth to officially mark a recession. By the time that’s announced, some short or shallow recessions are already over. We’ve seen two negative…
Sep 8, 2022
Insider Trading Report: Trustco Bank Corp (TRST)
Michael Ozimek, an executive vice president atTrustco Bank Corp (TRST), recently picked up 2,500 shares. The buy increased his stake by nearly 63 percent, and came to a total price of just over…
Sep 8, 2022
Unusual Options Activity: Texas Instruments (TXN)
Shares of semiconductor companyTexas Instruments (TXN) are down about 14 percent in the past year, about in-line with the overall stock market. One trader sees a further decline in the weeks ahead.…
Sep 8, 2022
Time to Bet on This Winning Trade from the First Half of the Year
The stock market trended down in the first half of the year. Then, starting in late June, investors enjoyed a summer rally. Given the continuing strength in the economy and high inflation numbers,…
Sep 7, 2022
Insider Trading Report: CNA Financial Corp (CNA)
Loews Corp, a major owner ofCNA Financial Corp (CNA), recently added 168,099 shares. The buy increased the investment firm’s ownership by 0.1 percent, and came to a total cost just over $6.5 million.…
Sep 7, 2022
Unusual Options Activity: Cameco (CCJ)
Shares of uranium producerCameco (CCJ) have risen 26 percent in the past year, on renewed interest in nuclear power and rising uranium prices. One trader sees that trend continuing through the end of…
Sep 7, 2022
Slowing Growth Trends Point to Relative Winners
Many companies are coming off of strong earnings reports from the past year. Those numbers were influenced by the prior year, where pandemic shutdowns made things look horrific. Now, with the added…
Sep 6, 2022
Insider Trading Report: Solid Power Inc (SLDP)
John Stephens, a director atSolid Power Inc (SLDP), recently picked up 30,000 shares. The buy increased his holdings by 42 percent, and came to a total price of $204,000. The director has been buying…
Sep 6, 2022
Unusual Options Activity: CTI BioPharma Corp (CTIC)
Shares of biotech playCTI BioPharma Corp (CTIC) have soared over 100 percent in the past year. One trader sees shares giving up some of those gains in the weeks ahead. That’s based on the October…
Sep 6, 2022
Don’t Let a Buying Opportunity Go to Waste in a Crisis
There’s an old saying that the Chinese character for “crisis” can also be interpreted as “opportunity.” That’s often the case in the stock market, where a big selloff can lead investors to years of…
Sep 5, 2022
Insider Trading Report: Freeport-McMoRan (FCX)
Ryan Lance, a director atFreeport-McMoRan (FCX), recently added 31,000 shares to his holdings. The buy increased his stake by a staggering 368 percent, and came to a total price of just over…
Sep 5, 2022