Trading Tips Blog

Investors are scrambling to buy companies that can profit no matter what happens in the global economy next. For U.S. investors, companies that manufacture their products domestically are stronger plays than those that produce overseas. These safe-haven plays are seeing some traction as global tariff rates rise substantially. They may continue to hold up in the months ahead. But an even better play may be service-oriented companies away from manufacturing entirely. Take, for instance, pharmaceutical distributor McKesson (MCK). The transporter of specialty ...
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Kevin Bryant, a director at Winnebago Industries (WGO), recently bought 4,341 shares. The buy increased his position by 18%, and came to a total cost of $150,546 The buy came a day after another company director bought 4,200 shares, increasing his position by 44%, paying just over $143,000 to do so. Going further back, other company insiders were buyers, including the President and CEO for 2,500 shares last October. A few company insiders have been sellers as well. Overall, Winnebago insiders ...
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Sports apparel giant Nike (NKE) slid nearly 14% following the announcement of new tariffs that would impact their sales. One trader sees further weakness in shares ahead. That’s based on the July $45 puts. 5,024 contracts traded compared to a prior open interest of 102, from a 50-fold rise in volume on the options trade, which has 102 days left until expiration. The buyer of the puts paid $1.05 to make the bearish bet. Nike shares recently traded for about $56, so ...
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Many sectors are cyclical, moving in and out of favor depending on market conditions and consumer demands. One of the more interesting cyclical sectors is the video game sector. Earnings for video games can roll in as a big new game is released. Most developers try to build franchises that can sustain regular releases to create big revenue. But there’s another wave that can benefit as well. That’s the console wave. Every few years, the latest generation of consoles come out. And ...
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Carl Icahn, a major holder of CVR Partners (UAN), recently bought 5,490 shares. The buy increased his position by less than 1%, and came to a total cost of $411,043. The buy follows additional buys over the past months, totaling over 25,000 shares, for just under $2 million. Icahn was a steady buyer in 2024 as well. No other insiders have been buyers, and there have been no insider sales over the past two years. Overall, CVR Partners insiders own 0.4% ...
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Casino and resort operator MGM Resorts International (MGM) is down 33% over the past year on fears of a consumer slowdown in travel and tourism. One trader sees further downside in the months ahead. That’s based on the September $26 puts. With 168 days until expiration, volume just jumped 50-fold, from 145 contracts to 7,200. The buyer of the puts paid $1.33 to make the bearish bet. MGM shares recently traded for about $31, so shares would need to drop by $5, ...
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Investors have a love/hate relationship with turnaround stocks. When a company falls on hard times and can turn things around, investors who bought while things are dark can make considerable returns. But if the company fails to turn around, further losses mount. A company that’s looking to turn around needs to be honest about their prospects, first and foremost. It’s easy to say things will turn around, whether they will or not. Currently, chipmaker Intel (INTC) has an uphill battle, with the ...
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Bbrc International, a major holder of Victoria’s Secret & Co. (VSCO), recently bought over 1.3 million shares in the past month across three transactions. The total buys increased the fund’s stake by 16%, and came to a total cost of over $23 million. Over the past two years, a company director has also been a small buyer of shares, and the company CFO bought 20,000 shares a year and a half ago for just over $343,000. Overall, Victoria’s Secret insiders own ...
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