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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17318

Unusual Options Activity: Peloton Interactive (PTON)

Fitness technology company Peloton Interactive (PTON) is up over 60% in the past year, more than double the return of the S&P 500. One trader sees shares making further gains in the weeks ahead. That’s based on the February $10 calls. With 52 days until expiration, 5,021 contracts traded compared to a prior open interest of 106, for a massive 47-fold rise in volume on the trade. The buyer of the calls paid $1.30 to make the bullish bet. Peloton shares recently ...
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17308

This Industry Leader Looks to Create Better Returns for Investors

Bigger isn’t always better. Once a company has had substantial growth, or become the leader in its industry, its rate of return will tend to slow. Companies can usually offset this by finding related products to offer or new markets to conquer. But in some mature industries, the best course of action may be to figure out ways to simply increase productivity. That could lead to far better outcomes for investors over time. For instance, automotive giant Toyota Motors (TM) is up ...
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17309

Insider Activity Report: Arthur J. Gallagher & Co. (AJG)

Patrick Gallagher, COO of Arthur J. Gallagher & Co. (AJG), recently bought 1,115 shares. The buy increased his stake by 1%, and came to a total cost of $316,814. This marks the first insider buy at the company over the past two years. Otherwise, company insiders have been sellers, about evenly mixed between outright sales and sales following the exercise of stock options. The largest sale came from the CFO in August 2023, amounting to $15 million. Overall, Arthur J. Gallagher ...
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17310

Unusual Options Activity: Eos Energy (EOSE)

Energy storage developer Eos Energy Enterprises (EOSE) is up 295% over the past year, on the back of increasing demand for stable energy solutions to power AI platforms. One trader sees the stock pulling back in 2025. That’s based on the January 2026 $2.50 puts. With 382 days until expiration, 18,350 contracts traded compared to a prior open interest of 612, for a 30-fold rise in volume on the trade. The buyer of the puts paid $0.72 to make the bearish ...
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17299

If Earnings Matter, This Company Could be the Tech Winner of 2025

Stocks famously climb a “wall of worry.” One thing that worries some investors now is the market’s valuation. By some metrics, the stock market is near values last seen near big peaks, like in 2000 and 2008. That’s not a healthy sign, by any means. However, if companies can grow their earnings, revenues, and income, the extreme valuation issue can be fixed in time. Some companies are also clearly still a strong value today. One such value today is Alibaba Group Holding ...
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17300

Insider Activity Report: Greif (GEF)

Lawrence Hilsheimer, CFO of Greif (GEF), recently bought 550 shares. The buy increased his stake by less than 1%, and came to a total cost of $37,384. He was joined by a company director, who bought 3,500 shares at a total cost of $245,700, establishing a new position. This adds on to further company buys earlier in the year. However, going further back, company insiders were more likely to be sellers rather than buyers. Overall, Greif insiders own 4.9% of shares. The ...
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