Hedge Fund Trade Tip (PCN) – Position Completion Notification
Hedge Fund Trade Tip (PCN) – Position Completion Notification
Be in the know. 10 key reads for Wednesday…
- Biotech EPS UP 8.58%, Price DOWN 9.52% (Hedge Fund Tips)
- Shift into value stocks could fuel a solid rally, says J.P. Morgan (MarketWatch)
- Never Mind Yield Curves. What’s Negative Convexity? (Bloomberg)
- The Frankfurt Auto Show’s Heaviest-Hitting Debuts ()
- Trump calls for zero, negative interest rates to refinance debt (Reuters)
- The economic numbers are continuing to defy the recession hype (CNBC)
- Oil prices gain after U.S. inventories fall (StreetInsider)
- Deere’s Largest Investor, Bill Gates, Bought Up More Stock (Barron’s)
- A Giant Bet Against Natural Gas Is Blowing Up (Wall Street Journal)
- Buy DuPont Stock Because It Could Break Up Again, Citigroup Says (Barron’s)
Unusual Options Activity – Autodesk, Inc. (ADSK)
Today some institution/fund purchased 503 contracts of April 2020 $150 strike calls (or the right to buy 50,300 shares of Autodesk, Inc. (ADSK) at $150). The open interest was 311 prior to this purchase. Continue reading “Unusual Options Activity – Autodesk, Inc. (ADSK)”
Insider Buying in Nektar Therapeutics (NKTR)
Where is money flowing today?
Basic Materials Sector (XLB) – Earnings Estimates/Revisions
In the spreadsheet above I have tracked the earnings estimates for the Basic Materials Sector ETF (XLB). I have columns for what the 2019 and 2020 estimates were: 7/12/2019 and today 9/10/2019. The column under the date Continue reading “Basic Materials Sector (XLB) – Earnings Estimates/Revisions”
Hedge Fund Trade Tip (PIN) – Position Idea Notification
Be in the know. 10 key reads for Tuesday…
- Global growth may soar and investors aren’t ready, says Morgan Stanley (MarketWatch)
- Boris Johnson to Work for Brexit Deal After Losing Six Key Votes (Bloomberg)
- He Paid $1.50 an Acre for Barren Texas Land Now Worth $7 Billion (Bloomberg)
- State Street stock has crumbled. The CEO scooped up shares. (Barron’s)
- Land Rover unveils the all new Defender at Frankfurt Motor Show after 22-year hiatus in US (CNBC)
- Exclusive: Waning confidence over global recovery may nudge BOJ closer to easing – sources (Reuters)
- What Kraft Heinz Can Learn From General Electric’s Quick Actions (Barron’s)
- Hedge Funds Getting Burned as Growth Stocks Trounced by Value (Bloomberg)
- ‘Big Short’ investor Steve Eisman says Trump ‘basically has to give in’ to end the US-China trade war (Business Insider)
- Fracking Buzzwords Evolve, From ‘Ramp Up’ to ‘Capital Discipline’ (Wall Street Journal)