17351

This Could Be the Top Mag 7 Performer of 2025

Markets have been broadening over the past few months, with other companies taking the lead over AI stocks and big-cap tech companies. While the Mag 7 may yet surprise markets with further gains in 2025, it’s time for investors to get selective. While all Mag 7 companies benefit from AI, many are still garnering significant cash flows from other sources. That’s good news for investors, especially given the high profit margins many big-cap tech stocks have today. For instance, Meta Platforms (META) ...
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17352

Insider Activity Report: Lowe’s Companies (LOW)

Lawrence Simkins, a director at Lowe’s Companies (LOW), recently bought 1,000 shares. The buy came to a total cost of $245,532, and is a new position for the director. This also marks the first buy from company insiders over the past two years. Otherwise, there have been about a dozen insider sales, with a slight majority of them coming following the exercise of stock options. The largest sale came from the company CIO back in October, for about $7.1 million. Overall, Read More About This
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17354

Insider Activity Report: Boeing (BA)

Airplane manufacturer Boeing (BA) lost 32% in 2024, following a struggling attempt to turn around. One trader sees a continued downtrend in the coming weeks. That’s based on the January 31 $150 puts. With 29 days until expiration, 4,040 contracts traded compared to a prior open interest of 107, for a 38-fold rise in volume on the trade. The buyer of the puts paid $0.89 to make the bearish bet. Boeing shares recently traded for about $178, meaning the stock would need ...
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17346

A Defensive Way to Play Today’s Biggest Tech Boom

With the AI boom still underway, investors have plenty of different ways to play the trend. After the big rallies in many chip stocks and big-tech names over the past few years, 2025 may be the year to think more defensively. Markets are showing some signs of exhaustion going into the start of the year. And bond yields are tracking higher at a time when they should be trending lower. One group of stocks can benefit from the rise of AI ...
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17347

Insider Activity Report: Casey’s General Stores (CASY)

Mike Spanos, a director at Casey’s General Stores (CASY), recently bought 500 shares. The buy increased his stake by 19%, and came to a total cost of $198,380. Spanos was the last insider to buy with a 267 share pickup back in September. Otherwise, there has been four sales over the past year, including the company President & CEO, for over $5 million, and the company COO for over $2 million. All sales occurred following the exercise of stock options. Overall, Read More About This
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17349

Unusual Options Activity: Avantor (AVTR)

Medical product supplier Avantor (AVTR) is down 7% over the past year, with shares seeing some big rallies and pullbacks. One trader is betting the next rally will occur over the months ahead. That’s based on the May 2025 $26 calls. With 134 days until expiration, 2,978 contracts traded compared to a prior open interest of 103, for a 29-fold rise in volume on the trade. The buyer of the calls paid $0.55 to make the bullish bet. Avantor shares recently traded ...
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17316

Rising Bond Yields Make this Value Play Shine

Markets are closing the year on an odd note. The Federal Reserve has lowered interest rates by a full point. But bond investors are pushing yields higher, particularly on longer-dated bonds. The 10-year Treasury yield is now at 4.6%, its highest for 2024, up over a full point since September. It’s possible that investors are simply repricing the bond market for increased uncertainty from the Fed. And from the potential impact of Donald Trump’s plans for tariffs and taxes in 2025. Whatever ...
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17317

Insider Activity Report: FedEx (FDX)

Amy Lane, a director at FedEx (FDX), recently bought 333 shares. The buy increased her stake by 8%, and came to a total cost $91,929. This marks the first insider buy in a year, when the company’s CFO bought 1,000 shares, paying $252,020 to increase his stake by 27%. Lane was also a buyer of shares a year ago, paying $50,643 to increase her stake by 6%. Otherwise, FedEx insiders have generally been sellers. Overall, FedEx insiders own 8.2% of shares. The ...
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