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)”
Insider Buying in Comfort Systems USA, Inc. (FIX)
NASDAQ (top 30 weights) Earnings Estimates/Revisions
In the spreadsheet above I have tracked the earnings estimates for the top 30 weighted Nasdaq stocks. I have columns for what the 2019 and 2020 estimates were: 2/11/19, 3/14/2019 and today 4/30/2019. The column under Continue reading “NASDAQ (top 30 weights) Earnings Estimates/Revisions”
Hedge Fund Trade Tip (PIN) – Position Idea Notification
Be in the know. 7 key reads for Tuesday…
- Pfizer, Merck Earnings Top; Eli Lilly Falls On Revenue (Investor’s Business Daily)
- Lotus Evora GT4 concept is ready to rock a racetrack (Motor Authority)
- The Rich List: What the world’s richest hedge fund managers made in 2018 — and how they made it. (Institutional Investor)
- Mnuchin hopes for ‘substantial progress’ in China trade talks (Reuters)
- How to Spot a Bear Market (Barron’s)
- Yum China Sales Beat as Pizza Hut Finally Breaks From Its Slump (Bloomberg)
- Want to Fly Private? Here’s Every Way to Do It (Bloomberg)
DOW + (8 S&P 500 top weights) Earnings Estimates/Revisions
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 8 companies are at the Continue reading “DOW + (8 S&P 500 top weights) Earnings Estimates/Revisions”