On April 30, 2019, Matthew Maloney – CEO of Grubhub Inc. (GRUB) – purchased 15,416 shares of GRUB at $64.87. His out of pocket cost was $999,982.
Russell 2000 (top 30 weights) Earnings Estimates/Revisions
In the spreadsheet above I have tracked the earnings estimates for the top 30 weighted Russell 2000 small cap stocks. I have columns for what the 2019 and 2020 estimates (if available) were: 2/13/2019, 3/15/2019 and today Continue reading “Russell 2000 (top 30 weights) Earnings Estimates/Revisions”
European (Stoxx 600) Q1 Earnings Estimates Drop Again
Data Source: Thomson Reuters
Unlike US earnings, which have improved as earnings season moves forward, EU earnings have deteriorated. In the past 2 weeks, Q1 estimates for the STOXX 600 have declined from -3.4% to -4.2% (down from -1.6% 4 weeks ago).
Continue reading “European (Stoxx 600) Q1 Earnings Estimates Drop Again”
Hedge Trade Fund Tip (PCN) – Position Completion Notification
Hedge Trade Fund Tip (PCN) – Position Completion Notification
Hedge Fund Trade Tip (PIN) – Position Idea Notification
Hedge Fund Trade Tip (PIN) – Position Idea Notification
Be in the know. 10 key reads for Wednesday…
- Third Point’s Q1 2019 Investor Letter (Insider Monkey)
- Bridgewater Associates’s Research Report – Peak Profit Margins? – A US Perspective (Insider Monkey)
- Americans Are Shopping Again, and That’s Good News for the Economy (Barron’s)
- Vitamin B-12 Deficiency: The Serious Health Problem That’s Easy To Miss (Wall Street Journal)
- Warren Buffett Backs Occidental’s Bid for Anadarko With $10 Billion Investment (New York Times)
- Trump pushes Fed to lower interest rates in series of tweets (USA Today)
- Trump, Democrats agree to spend $2 trillion on U.S. infrastructure (Reuters)
- ‘Long Shot’ Creators Wonder: Would ‘Pretty Woman’ Be Made Today? (Wall Street Journal)
- The Milken Conference Trades Rainbows for Clouds (Bloomberg)
- Apple is finally moving beyond the iPhone as the smartphone industry stalls out (CNBC)
Unusual Options Activity – Occidental Petroleum Corporation (OXY)
Today some institution/fund purchased 4,440 contracts of January $62.5 strike calls (or the right to buy 444,000 shares of Occidental Petroleum Corporation (OXY) at $62.50). The open interest was just 328 prior to this purchase. Continue reading “Unusual Options Activity – Occidental Petroleum Corporation (OXY)”
