Data Source: Finviz
Last week, Peter Kamin and Peter Jacullo III – 2 Directors of Tile Shop Holdings, Inc. (TTS) – purchased 5,447,420 shares at an average cost of ~$1.58/share. Their combined out of pocket cost was $8,580,788.
Where is money flowing today?
Hedge Fund Trade Tip (PCN) – Position Completion Notification
Hedge Fund Trade Tip (PCN) – Position Completion Notification
Hedge Fund Trade Tip (PMN) – Position Management Notification
Be in the know. 5 key reads for Monday…
- What’s in a Deal? The Brexit Extension’s Key Points Summarized (Bloomberg)
- RBC Has 4 E&P Energy Stocks to Buy With at Least 50% Implied Upside (24/7 Wall Street)
- Eddie Murphy is Back and Oscar-Bound (hasn’t lost a step): (Vanity Fair)
- ISIS Leader al-Baghdadi Is Dead, Trump Says (New York Times)
- Tesla’s solar-roof sales will grow ‘like kelp on steroids,’ Musk vows (MarketWatch)
Be in the know. 12 key reads for Sunday…
- How Costco Succeeded By Doing The Opposite Of Amazon (Digg)
- This Hedge Fund Returns 22% Annually, Here Are Its Latest Picks (Insider Monkey)
- The ‘Alfa Romeo Montreal Vision GT’ Looks Like the Future of Italian Horsepower (Maxim)
- Barron’s Picks And Pans: Altria, Square, Walmart And More (Yahoo! Finance)
- Bishops Ask Pope to Approve Married Priests, and Open the Way to Women Deacons (Daily Beast)
- Aldi, Right Moves – The German Grocer Sending Shock Waves Throughout Walmart and Kroger (Forbes)
- French luxury group LVMH offers to buy U.S jeweler Tiffany: sources (Reuters)
- Episode 947: Some-of-the-Money Ball (NPR Planet Money)
- If gambling is all probability, why aren’t mathematicians the richest people? (Quora)
- The Definitive Nate Silver Candy Poll (FiveThirtyEight)
- New Gene-Editing Tool Could Fix Genetic Defects—with Fewer Unwanted Effects (Scientific American)
- The Best All-You-Can-Eat Buffet in Every State (Reader’s Digest)
110bps week on week Q3 Earnings Improvement
Data Source: Factset
Last week, Q3 Earnings estimates for the S&P 500 dropped down to -4.8%. This week they have already recovered 1.1% to -3.7% expectations. The average recovery during a quarter is 3.7% and with 60% of the S&P 500 left to report, that looks well within the realm of possibility. Continue reading “110bps week on week Q3 Earnings Improvement”
Be in the know. 20 key reads for Saturday…
- Tesla starts selling China-made Model 3 with autopilot function (New York Post)
- Microsoft snags hotly contested $10 billion defense contract, beating out Amazon (CNBC)
- She lost her arm in a shark attack, but surfer Bethany Hamilton is living ‘an unstoppable life’ (CNN)
- Jeff Kagan: Walmart Health Wants to Disrupt Healthcare (Equities)
- Three things to watch when the Fed meets next week (MarketWatch)
- Margot Robbie Becomes Her Own Biggest Competition in the Oscar Race (Vanity Fair)
- The Kenny Chesney “Everything’s Gonna Be Alright” Stock Market: (AAII Sentiment Survey) (ZeroHedge)
- GM Strike Ends After Almost Six Weeks At Cost Of $2 Billion (Investors)
- ‘They Were Like Gods’ (Institutional Investor)
- How did Mohnish Pabrai inspire Guy Spier? An interview in the Aquamarine Fund’s office in Zurich (YouTube)
- What Black Monday Taught Us (Morningstar)
- Ayn Rand on Why Philosophy Matters (Farnam Street)
- 5G Is a Lot of Hype, But There Are Still Real Opportunities for Investors (Barron’s)
- Great Escapes: France’s Enchanting Loire Valley (Barron’s)
- Oil prices clock strong weekly gains on trade hopes, crude supply (Street Insider)
- U.S., China say they are ‘close to finalizing’ part of a Phase One trade deal (Reuters)
- This unexpected trade-war outcome will send stocks soaring, says Jefferies analyst (MarketWatch)
- Blackstone’s Online-Shopping Play: 800 Million Square Feet of Warehouses (Wall Street Journal)
- Boris Johnson Wants a Brexit Election. He May Not Get It. (Wall Street Journal)
- The Drones Are Coming! How Amazon, Alphabet and Uber Are Taking to the Skies (Wall Street Journal)
Unusual Options Activity – Pfizer Inc. (PFE)
Data Source: barchart
Today some institution/fund purchased 1,216 contracts of Janury 2022 $35 strike calls (or the right to buy 121,600 shares of Pfizer Inc. (PFE) at $35). The open interest was just 419 prior to this purchase. Continue reading “Unusual Options Activity – Pfizer Inc. (PFE)”