Grab Safety with a Dash of Growth

Markets are likely to trade sideways over the next few months, and may face another pullback similar to the one seen in August. Investors can use a pullback as an opportunity to buy stocks on a drop. Or they can look for steadier stocks that can pay a sizeable income while continuing to trend higher. Many stocks are still near 52-week highs. A few of them are also companies that offer dividend growth over time. Since over an investment lifetime, reinvested dividends ...
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Insider Activity Report: Core Scientific (CORZ)

Jordan Levy, a director at Core Scientific (CORZ), recently bought 48,700 shares. The buy increased his stake by 28%, and came to a total cost of $496,531. He was joined by another director a few days later, who bought 4,000 shares for $38,800. These are the first insider buys since March, when several directors and the company CEO bought shares. In the intervening time, the company CFO and a major holder made some small sales of shares. Overall, Core Scientific insiders ...
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Unusual Options Activity: Exelon Corporation (EXC)

Electric utility firm Exelon Corporation (EXC) is down 3% over the past year, although shares have been trending higher since July. One trader sees shares continuing higher into early 2025. That’s based on the January 2025 $41 calls. With 133 days until expiration, 4,373 contracts traded compared to a prior open interest of 113, for a 39-fold rise in volume on the trade. The buyer of the calls paid $0.90 to make the bullish bet. Exelon shares recently traded for about $39, ...
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High Margin Companies Can Deliver Great Returns Over Time

There are many ways to measure a company’s valuation. One is to look at a company’s earnings, and how it trades relative to its price. Another factor is to look at a company’s profit margins. Some companies, such as manufacturers, have high costs of production. It’s hard to get a great profit margin. But other companies, like software-related businesses, can see great returns. That’s because the marginal cost of making an additional copy of software is essentially zero. Investors have plenty of ...
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Insider Activity Report: CBRE Group (CBRE)

Oscar Munoz, a director at CBRE Group (CBRE), recently bought 2,100 shares. The buy increased his position by 18%, and came to a total cost of $242,109. This marks the first insider buy at the company over the past two years. Over the past two years, there have been over a dozen insider sales, including sells from the company CEO, CFO, and COO, among others. Plus, a major holder sold 4.6 million shares in August 2023. Overall, CBRE Group insiders own ...
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Unusual Options Activity: Carrier Global Corporation (CARR)

Building component producer Carrier Global Corporation (CARR) is up 29% over the past year, slightly beating the returns of the overall stock market. One trader sees shares trending higher through the middle of next year. That’s based on the June 2025 $85 calls. With 288 days until expiration, 3,509 contracts traded compared to a prior open interest of 120, for a 29-fold rise in volume on the trade. The buyer of the calls paid $3.10 to make the bullish bet. Carrier shares ...
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Smaller Chipmakers Can Still Take Over Market Leadership Here

The stock market could potentially continue higher in the months ahead, this time led by smaller companies than just a handful of large-cap giants. That includes smaller tech companies that can also supply hardware for the AI boom. While the boom will eventually end, this quarter’s earnings reports across corporate America suggest that the AI spending boom is alive and well. And that plenty of other companies have yet to see the biggest benefit from this trend. One potential winner is chipmaker ...
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Insider Activity Report: HighPeak Energy (HPK)

Jack Hightower, CEO and major holder of HighPeak Energy (HPK), recently bought 132,487 shares. The buy increased his stake by less than 1%, and came to a total cost of $2.05 million. Hightower was the last insider to buy shares with a 164,000 buy back in December 2023, paying just over $2.4 million. The last insider sale occurred around the same time, with a company director selling off about $52,000 in shares. Otherwise, insiders were bullish throughout 2023. Overall, HighPeak insiders ...
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