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This Hated Stock Rallies In Another Sign of the Rotation into Healthcare

Markets tend to rotate over time. It’s a way to give a leading sector a break, while continuing an overall market trend. Recently, tech stocks have slowed significantly. But other sectors have taken over the lead. One potential winning sector in the months ahead is healthcare. A laggard last year, the space is starting to show some investor interest and signs of life. Investing in the sector trending higher makes for a simple momentum trade. Right now, healthcare-related companies appear to be ...
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17507

Insider Activity Report: Occidental Petroleum (OXY)

Berkshire Hathaway (BRK-B), a major holder of Occidental Petroleum (OXY), has continued to add to its stake with a 763,017 share buy. The most recent buy increased Berkshire’s position by less than 1%, and came to a total cost of $35,724,074. This is Berkshire’s first buy of the year, but the holding company last bought Occidental back in December, paying just over $409 million for almost 8.9 million shares. Berkshire has been the only insider to buy over the past two ...
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17508

Unusual Options Activity: Intel (INTC)

Chipmaker Intel (INTC) is down 52% over the past year as the company has failed to capitalize on demand for chips that can power the AI revolution. One trader sees shares trending lower in the weeks ahead. That’s based on the March 14 $22 puts. With 28 days until expiration, 10,107 contracts traded compared to a prior open interest of 102, for a 99-fold rise in volume on the trade. The buyer of the puts paid $1.22 to make the bearish ...
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Market Rotation Trends Point to Gains in this Sector

The stock market is a complex interaction of several factors. And while the headline numbers for the stock market are still strong, behind the scenes, a rotation is underway. That rotation includes a shift away from high-flying tech stocks. Instead, other segments of the market are starting to show some strength here. That’s a good sign of a sector rotation underway, where different sectors take over the market lead. For instance, the healthcare sector was a poor performer in 2024. But it’s ...
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17504

Insider Activity Report: Beazer Homes (BZH)

Allan Merrill, President and CEO of Beazer Homes (BZH), recently bought 5,000 shares. The buy increased his position by less than 1%, and came to a total cost of $109,150. He was joined by the company’s general council, who bought 449 shares for just over $10,000, and a company director purchased 22,500 shares for a massive $510,379 in total. Insiders were slight sellers of shares last year when Beazer stock traded at a higher price. Overall, Beazer Homes insiders own 6.2% ...
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17505

Unusual Options Activity: Marriott (MAR)

Hotel owner and operator Marriott (MAR) dropped nearly 5% after slightly missing on its earnings. One trader sees a rebound in the months ahead. That’s based on the June $270 calls. With 127 days until expiration, 12,244 contracts traded compared to a prior open interest of 135, for a 91-fold rise in volume on the trade. The buyer of the calls paid $30.80 to make the bullish bet. Marriott shares recently traded for about $290, meaning the $270 calls are already $20 ...
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17496

Follow a Company’s Key Industry Metrics For Better Returns

Over time, a company’s earnings are the key driver of its returns. However, many industries look at other metrics to determine the quality of earnings. Understanding these key metrics can give investors a sign as to a company’s long-term health beyond earnings. For instance, the restaurant industry may look at the turnover, or the number of times that customers sit down at tables during the course of a day. Many retailers use similar metrics. The simplest metric for retailers and fast food ...
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17497

Insider Activity Report: KeyCorp (KEY)

The Bank of Nova Scotia, a major holder of KeyCorp (KEY), recently bought 50,000 shares. The buy increased the bank’s stake by less than 1%, and came to a total cost of $892,500. This marks the first insider buy since August 2023, when a company director bought 10,000 for just under $115,000, representing a new stake in the company. Otherwise, there have been some moderate insider sales, mostly following the exercise of stock options. Overall, KeyCorp insiders own 0.3% of shares, ...
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