Articles
Daily market commentary and analysis.
Insider Activity Report: Tidewater (TDW)
Robert Robotti, a director at Tidewater (TDW) recently added 1,135 shares. The buy increased his holdings by less than 1 percent, and came to a total price of $64,763. The director has been the only…
Aug 1, 2023
Unusual Options Activity: Alibaba Group Holding (BABA)
Chinese internet retailerAlibaba Group Holding (BABA) has been in an uptrend the past few months. One trader sees further upside in the weeks ahead. That’s based on the September 1 $115 calls. With…
Aug 1, 2023
Invest With Companies Getting the Trends Right
In many industries, several companies will compete for leadership. It can change over time, particularly if market conditions provide unusual opportunities. The past few years has seen wild swings in…
Jul 31, 2023
Insider Activity Report: Calavo Growers (CVGW)
Lecil Cole, CEO atCalavo Growers (CVGW) recently added 75,000 shares. The buy increased the CEO’s stake by 17 percent, and came to a total cost of $2.275 million. The CEO Was joined by a director two…
Jul 31, 2023
Unusual Options Activity: Applied Digital Corporation (APLD)
Data center operatorApplied Digital Corporation (APLD) has moved up nearly five-fold from its 52-week lows. One trader is betting shares will continue to rise through the end of the year. That’s…
Jul 31, 2023
Caution May Lead to a Buying Opportunity for a Leading Company
Earnings season is in full swing. And investors can once again see good companies falter on less-than-perfect quarterly news. For investors looking beyond the quarterly sprint, however, it may open…
Jul 28, 2023
Insider Activity Report: B. Riley Financial (RILY)
Bryant Riley, Co-CEO and major holder atB. Riley Financial (RILY), recently added 72,727 shares. The buy increased his stake by 1 percent, and came to a total cost just shy of $4 million. He was…
Jul 28, 2023
Unusual Options Activity: The Walt Disney Company (DIS)
Media giantThe Walt Disney Company (DIS) has been declining this year, amid dropping theme park attendance and a strike impacting production in Hollywood. One trader sees a further decline in the…
Jul 28, 2023
This Industry Leader Just Knocked Out a Major Uncertainty
Companies are impacted by any number of uncertainties. Investors who wait for completely clear skies often miss out on the opportunity. But buying when things are starting to turn around can offer…
Jul 27, 2023
Insider Activity Report: Lennar (LEN)
Amy Banse, a director atLennar (LEN), recently bought 790 shares. The buy increased her stake by 12 percent, and came to a total cost of $99,872. The buy comes a month after she picked up 165 shares,…
Jul 27, 2023
Unusual Options Activity: General Motors (GM)
Automobile manufacturerGeneral Motors (GM) has been rangebound over the past year, and shares appear to be trending down once again. One trader is betting shares will further decline from here in the…
Jul 27, 2023
There’s Always a Value Play in a Growth Trend
This year’s market returns have been heavily driven by companies working on artificial intelligence (AI). That includes big tech companies in the hardware and software space, as well as smaller…
Jul 26, 2023
Insider Activity Report: Safety Insurance Group (SAFT)
Srb Corp, a major holder ofSafety Insurance Group (SAFT), recently added 32,384 shares. The buy came to a total of $2.17 million, and increased the fund’s position by 2 percent. Srb has been a…
Jul 26, 2023
Unusual Options Activity: Meta Platforms (META)
Social media providerMeta Platforms (META) has more than tripled off of last year’s lows. One trader sees the rally continuing into 2025. That’s based on the January 2025 $550 calls. With 541 days…
Jul 26, 2023
Boring Companies Could Give Your Portfolio Safety and Growth Now
One of the truisms about investing is that holding shares of companies with steady, but low growth over time can lead to good results. While it may lack the excitement of getting into a top tech…
Jul 25, 2023
Insider Activity Report: MillerKnoll (MLKN)
Michael Volkema, a director atMillerknoll (MLKN) recently added 13,584 shares. The buy increased his position by 7 percent, and came to a total cost of $230,426. He was joined by 3 other directors,…
Jul 25, 2023
Unusual Options Activity: Axos Financial (AX)
Nevada-based bankAxos Financial (AX) is now up for the year, as shares have recovered following the bank stock selloff in the spring. One trader sees shares trending lower in the weeks ahead. That’s…
Jul 25, 2023
Litigation Fears Can Create Buying Opportunities
The threat of a big lawsuit can cause a company’s valuation to tank. In an extreme case, like the tobacco companies in the 1990s, it can create an exceptional value, even at the risk of a further…
Jul 24, 2023
Insider Activity Report: Fastenal (FAST)
Michael Ancius, a director atFastenal (FAST), recently bought 500 shares. The buy increased his holdings by 1 percent, and came to a total cost of $28,765. This is the first insider buy of the year.…
Jul 24, 2023
Unusual Options Activity: EnLink Midstream (ENLC)
Oil and gas midstream firmEnLink Midstream (ENLC) have risen over 30 percent since their May lows. One trader sees shares continuing higher in the coming weeks. That’s based on the September $12…
Jul 24, 2023