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Daily market commentary and analysis.
Insider Trading Report: American Homes 4 Rent (AMH)
Wayne Hughes, a major holder atAmerican Homes 4 Rent (AMH), recently bought an additional 54,000 shares. The buy increased his stake by 0.3 percent, and came to a purchase price just under $2…
May 17, 2021
Pandemic-Driven Profits Have Slowed, But Reopening Profits Loom
Many companies were able to quickly shift to changing consumer needs during the pandemic. For entertainment companies, the rise of streaming services from nearly every studio has proven a boon. That…
May 17, 2021
Insider Trading Report: Camping World Holdings (CWH)
Marcus Lemonis, CEO and major holder atCamping World Holdings (CWH), recently bought 2,330 more shares. The buy increased his holdings by less than 0.4 percent, and came to a total price of just over…
May 14, 2021
Tech Selloff? Consider a Defensive Play with a Powerhouse Franchise
With the tech selloff, investors are looking to other parts of the market. Defensive stocks have held up well. But the real value in this market is buying into companies that can raise their prices…
May 14, 2021
Unusual Options Activity: Zoom Communications (ZM)
While the pandemic lockdowns are all but over, at least one trader expects shares ofZoom Communications (ZM) to regain some of their recent decline. That’s based on the September $290 calls. Nearly…
May 14, 2021
Long-Term Trends Bode Well for This Latest Tech
The rise of electric vehicles over the past few years has proven strong even with a global pandemic. Companies have sprouted up over the past year to take advantage of the trend. Any company that can…
May 13, 2021
Insider Trading Report: Activision Blizzard (ATVI)
Peter Nolan, a director atActivision Blizzard (ATVI), recently bought 20,000 more shares. The buy increased his holdings by nearly 12 percent, and came to a total purchase price of $1.9 million. This…
May 13, 2021
Unusual Options Activity: Vornado Realty Trust (VNO)
Shares of office real estate investment trustVornado Realty Trust (VNO) are down over 50 percent from their peak price in 2015. While recovering from last year’s work-from-home trends, one trader…
May 13, 2021
Pipeline Shutdown Puts Cybersecurity in the Spotlight
Colonial Pipeline shut down on Friday following a ransomware attack. The pipeline moves about 45% of the fuel used in the Northeast from facilities in Texas. The company has a tentative date to…
May 12, 2021
Unusual Options Activity: Micron Technology (MU)
Shares of semiconductor companyMicron Technology (MU) have been caught up in the recent tech selloff. One trader sees the potential for a bounce higher in the near future. That’s based on the August…
May 12, 2021
Insider Trading Report: Lumber Liquidators (LL)
Joseph Nowicki, a director atLumber Liquidators (LL), recently bought 6,274 shares. The buy increased his holdings by 258 percent, and came to a total purchase price of $150,000. This is the first…
May 12, 2021
Don’t Ignore the Power of 5G Amid the Tech Slump
While tech stocks have been out of favor the past few months, companies continue to innovate and roll out new products. Some are mere ideas, others are on the cusp of massive profitability. The 5G…
May 11, 2021
Insider Trading Report: Weyerhaeuser Co (WY)
Nancy Lowe, CFO ofWeyerhaeuser (WY) recently bought 10,000 more shares. The buy increased her stake by over 46 percent, and came to a purchase price of just over $385,000. Insiders have been active…
May 11, 2021
Unusual Options Activity: Palantir Technologies (PLTR)
Big data firmPalantir Technologies (PLTR) has lost half its value from a speculative peak earlier in the year. One trader sees a rebound in the coming weeks. That’s based on the June 11 $24.50 calls.…
May 11, 2021
This FinTech Giant Crushes Earnings and Revenue
Fintech payment companySquare (SQ) has been a big pandemic winner. Cashless transactions are on the rise, and the company’s touchless technology has done a lot to avoid the physical exchange of cash,…
May 10, 2021
Insider Trading Report: Intel Corp (INTC)
Dion Weisler, a director atIntel Corp (INTC) recently picked up 4,464 shares. The total cost came to $250,000, and represents an initial stake for the director. Like many big-name tech companies that…
May 10, 2021
Unusual Options Activity: Devon Energy Corp (DVN)
Oil and gas exploration companyDevon Energy (DVN) has been in a strong uptrend the past few months as oil prices have trended higher. One trader sees a further rally in the months ahead. That’s based…
May 10, 2021
Unusual Options Activity: Peloton Interactive (PTON)
Shares ofPeloton Interactive (PTON) dropped on Tuesday following news of a voluntary recall for the company’s treadmill products. At least one trader sees a recovery in shares in the upcoming months.…
May 7, 2021
Insider Trading Report: US Silica Holdings (SLCA)
Bryan Shinn, CEO ofUS Silica Holdings (SLCA) recently bought 2,000 shares. The buy increased his holdings by 0.25 percent, and came to a total purchase price of just over $48,000. This marks the…
May 7, 2021
Signs Point to Further Gains in Housing Trends
Residential real estate has been a strong performer in the past year. Sales trends suggest that home prices will continue to appreciate as demand remains strong and supply remains tight. That bodes…
May 7, 2021