Hedge Fund Tips

Be in the know. 10 key reads for Thursday…

Our article Bull Vs. Bear Death Match! Yield Curve Vs. Earnings is “Editor’s Choice” on TalkMarkets today: (TalkMarkets)
Tesla to reveal Model Y tonight: Elon Musk bets big on new electric SUV (USA Today)
Deeper Cracks in China’s Housing Foundations (Wall Street Journal)
Diamondback Energy Stock’s Rally Has Stalled, but One Top Exec Is Buying (Barron’s)
Six Flags Stock Is at a Multiyear Low, but One Insider Is Buying It (Barron’s)
U.S. weekly jobless claims increase more than expected (Reuters)
Deutsche Bank Internet Analyst Has 3 Top Stocks to Buy Now (24/7 Wall Street)
China industrial output growth falls to 17-year low, more support steps expected (Reuters)
A Trump-Xi meeting on trade is reportedly being pushed back until at least April (Business Insider)
Factors Don’t Always Work As Research Suggests. Here’s Why. (Barron’s)

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Today some institution/fund purchased 3,015 contracts of September $45 strike calls (or the right to buy 301,500 shares of SolarEdge Technologies, Inc. (SEDG) at $45). The open interest was just 222 prior to this purchase. Continue reading “Unusual Options Activity – SolarEdge Technologies, Inc. (SEDG)”

On March 12, 2019, Brian Harper – CEO of RPT Realty (RPT) – purchased 8,500 shares of RPT at $11.78. His out of pocket cost was $100,130.

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Hedge Fund and Insider Trading News: Warren Buffett, Alan Howard, Nelson Peltz, Range Resources Corp (RRC), Randolph Bancorp Inc (RNDB), and More: Insider Monkey
Theresa May’s Brexit deal is rejected again: Here’s what happens next (CNBC)
GOLDMAN SACHS: There’s a big misconception surrounding the impact of Trump’s tax cuts (Business Insider)
Byron Wien: Recovery or Recession (Blackstone)
Billionaire Nelson Peltz is getting into the cannabis business (ACB) (Business Insider)

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Last week I put out the article “Double Earnings Drops = Double Trouble”: Continue reading “Yield Curve vs. Earnings: Bull vs. Bear DEATH MATCH!”

Today some institution/fund purchased 40,677 contracts of May $6 strike calls (or the right to buy 4,067,700 shares of Sirius XM Holdings Inc. (SIRI) at $6). The open interest was just 581 prior to this purchase. Continue reading “Unusual Options Activity – Sirius XM Holdings Inc. (SIRI)”

On March 7, 2019, Bruce Connell – Markel Corporation (MKL) – purchased 200 shares of MKL at $968.78. His out of pocket cost was $193,756.

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In the spreadsheet above I have tracked the earnings estimates for the DOW 30 PLUS 8 of the S&P 500 top 30 weights [that are not either included in the DOW 30 or in the top 30 weights of the Nasdaq]. The new 8 companies are at Continue reading “DOW + (8 S&P 500 top weights) Earnings Estimates/Revisions”