- Hedge Fund and Insider Trading News: John Paulson, Daniel Loeb, Tom Steyer, GoldenTree Asset Management, Fox Factory Holding Corp (FOXF), Silicon Laboratories (SLAB), and More (Insider Monkey)
- Investors and the Fed: I’m OK, You’re OK (Wall Street Journal)
- U.S., Chinese trade deputies face off in Washington amid deep differences (Reuters)
- 10 Stable Growth Socks That Are Still Worth the Price, Analyst Says (Barron’s)
- Buffett protégé Tracy Britt Cool leaving Berkshire Hathaway (New York Post)
- U.S. Jobless Claims Increase Less Than Forecast to 208,000 (Bloomberg)
- Microsoft to Buy Back Up to $40 Billion in Stock (Wall Street Journal)
- Just Two Stocks Turned Pennies Into Billions (Investor’s Business Daily)
AAII Sentiment: Is this it?
This week, AAII Sentiment Survey results edged up from 33.13% Bullish Percent to 35.34%. Since mid-August we had been suggesting stepping in as buyers of stocks when everyone else was selling and rushing to bonds. Continue reading “AAII Sentiment: Is this it?”
Unusual Options Activity – Cisco Systems, Inc. (CSCO)
Today some institution/fund purchased 6,374 contracts of Sept 2020 $60 strike calls (or the right to buy 637,400 shares of Cisco Systems, Inc. (CSCO) at $60). The open interest was just 561 prior to this purchase. Continue reading “Unusual Options Activity – Cisco Systems, Inc. (CSCO)”
Where is money flowing today?
Hedge Fund Trade Tip (PIN) – Position Idea Notification
Be in the know. 5 key reads for Wednesday…
- Were pessimistic manufacturing surveys wrong? (Barron’s)
- Coachs parent flopped on fashion and lost its CEO. The case for a turnaround. (Barron’s)
- ConocoPhillips Stock Is Nothing to be Afraid of, Analyst Says (Barron’s)
- Explainer: The Fed has a repo problem. What’s that? (Reuters)
- The Fed Needs to Give the Economy a Booster Shot (Bloomberg)
Unusual Options Activity – Wells Fargo & Company (WFC)
Today some institution/fund purchased 684 contracts of Oct. 25 $50 strike calls (or the right to buy 64,800 shares of Wells Fargo & Company (WFC) at $50). The open interest was just 384 prior to this purchase. Continue reading “Unusual Options Activity – Wells Fargo & Company (WFC)”
Billionaire buys $100,000,000 of Ketchup
Insider Buying in The Kraft Heinz Company (KHC) Continue reading “Billionaire buys $100,000,000 of Ketchup”
Where is money flowing today?
Industrials (top 30 weights) Earnings Estimates/Revisions
In the spreadsheet above I have tracked the earnings estimates for the Industrials Sector ETF (XLI) top 30 weighted stocks. The column under the date 9/17/2019 has a letter that represents the movement in 2019 earnings Continue reading “Industrials (top 30 weights) Earnings Estimates/Revisions”