Articles
Daily market commentary and analysis.
Invest With Leaders That Have Pricing Power
One of the most valuable things a company can do is become a key provider of products or services to the point where they can raise prices without losing much, if any, market share. This pricing…
May 26, 2023
Insider Trading Report: Kronos Worldwide (KRO)
Andrew Nace, an executive vice president atKronos Worldwide (KRO), recently picked up 4,000 shares. The buy increased his stake by 46 percent, and came to a total cost just over $33,200. This marks…
May 26, 2023
Unusual Options Activity: General Motors (GM)
AutomakerGeneral Motors (GM) is down about 7 percent over the past year, and shares appear to be at the low end of a trading range before the stock pops higher. One trader is betting on such a rally…
May 26, 2023
Play the Renewed 'Made in America' Trend
Many companies were caught during the pandemic as borders shut down. Without reliable just-in-time delivery systems operating, they’ve been working to diversify their manufacturing operations. For…
May 25, 2023
Insider Trading Report: H&R Block (HRB)
Richard Johnson, a director atH&R Block (HRB), recently picked up 10,000 shares. The buy increased his stake by 17 percent, and came to a total cost just over $395,000. The buy came about a week…
May 25, 2023
Unusual Options Activity: Palantir Technologies (PLTR)
Shares of big data analysis companyPalantir Technologies (PLTR) have soared over 50 percent in the past month. One trader is betting that shares will give up some of that gain in the coming weeks.…
May 25, 2023
Back Companies Making Big Investments Now
It’s easy to say that there’s a lot of market uncertainty right now. But no matter what happens, there will always be uncertainty. And investors who wait for a clearer picture on how things develop…
May 24, 2023
Insider Trading Report: Saul Centers Inc (BFS)
Francis Saul, CEO and major holder atSaul Centers Inc (BFS), recently added 750 shares. The buy increased his stake by less than 1 percent, and came to a total cost of $26,384. The buy came less than…
May 24, 2023
Unusual Options Activity: Las Vegas Sands (LVS)
Casino operatorLas Vegas Sands (LVS) has had a great year, with shares up over 80 percent. One trader is betting the good times will continue to roll. That’s based on the September $45 calls. With…
May 24, 2023
Controversy Can Lead to a Selloff – The Question Is Whether or Not It Lasts
Sometimes a company makes a misstep that can cost it customers in the short term. Other times, a misstep can be more permanent in nature. The question is how each specific opportunity plays out.…
May 23, 2023
Insider Trading Report: PRA Group (PRAA)
Vikram Atal, President and CEO atPRA Group (PRAA), recently bought 40,000 shares. The buy increased his holdings by 60 percent, and came to a total cost just under $753,000. He was joined by two…
May 23, 2023
Unusual Options Activity: Uber Technologies (UBER)
Ride share serviceUber Technologies (UBER) has had a strong rally, with shares up 68 percent over the past year. One trader is betting that the rally has stalled out. That’s based on the December 15…
May 23, 2023
Consumers Remain Sluggish – Focus on Low Cost Leaders Now
The economic data in the past week shows a slowdown in consumer spending. As a major part of the economy, that’s a big deal. Yet retailers are reporting better-than-expected numbers. That suggests…
May 22, 2023
Insider Trading Report: Vornado Realty Trust (VNO)
Russell Wight, a director atVornado Realty Trust (VNO), recently added 14,000 shares. The buy increased his holdings by 280 percent, and came to a total cost just under $150,000. The buy came a week…
May 22, 2023
Unusual Options Activity: Microsoft (MSFT)
Tech conglomerateMicrosoft (MSFT) has been trending higher in recent sessions, and just broke through to a new 52-week high. One trader is betting that the uptrend will continue in the short term.…
May 22, 2023
This Trade Is Down, But Clearly Isn’t Out
Most investors didn’t expect the banking sector to get into trouble this year. Generally, rising interest rates are good for banks. They make fewer loans, albeit at higher rates. However, many banks…
May 19, 2023
Insider Trading Report: Callon Petroleum Company (CPE)
Steven Webster, a director atCallon Petroleum Company (CPE), recently picked up 10,000 shares. The buy increased his holdings by 1 percent, and came to a total cost just over $302,000. This follows…
May 19, 2023
Unusual Options Activity: Bausch Health Companies (BHC)
Pharmaceutical companyBausch Health Companies (BHC) has dropped nearly 40 percent over the past year. One trader sees a further decline in the coming months. That’s based on the July $8 puts. With 63…
May 19, 2023
Capital Is Flowing Into This Tech Niche
While stocks have trended higher overall in the past few months, one part of the market has seen major interest from hedge funds and retail investors alike. That area? Artificial intelligence (AI).…
May 18, 2023
Insider Trading Report: Freeport-McMoRan (FCX)
Sara Lewis, a director atFreeport-McMoRan (FCX) recently added 4,000 shares. The buy increased her holdings by 29 percent, and came to a total cost just under $139,600. That’s the first insider buy…
May 18, 2023