Stick With Tariff-Resistant Growth Plays As Uncertainty Reigns
While the news cycle has been largely positive on tariffs and trade over the past few weeks, a lot can happen. And the uncertainty now will likely weigh on hard economic data in the months to come.
For now investors would fare best by focusing on tariff-resistant companies. That can mean domestic U.S. companies. Or service-related companies that are less impacted by the price of goods. It can also mean virtual companies that exist beyond traditional borders.
For instance, video game developer ...
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Insider Activity Report: Southwest Airlines (LUV)
Pierre Breber, a director at Southwest Airlines (LUV), recently bought 10,000 shares. The buy increased his stake by 26%, and came to a total cost of $268,877.
Breber’s buy came a day after another director bought 7,500 shares, paying just under $199,000 to increase his position by 48%. Going further back, other company directors have been buyers since the past two years, but one major holder was a sizeable seller of shares in 2024.
Overall, Southwest Airlines insiders own 1.1% of ...
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Unusual Options Activity: Strategy (MSTR)
Bitcoin holding company Strategy (MSTR) is up 237% over the past year, far exceeding the overall stock market’s return. One trader sees further upside in the coming weeks as bitcoin potentially makes another run at $100,000.
That’s based on the June 20 $390 calls. With 46 days until expiration, 62,889 contracts traded compared to a prior open interest of 1,262, for a 50-fold rise in volume on the trade. The buyer of the calls paid $41.50 to make the bullish bet.
Strategy ...
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A Cheap Stock Facing Tariff Fears Remains a Buy Today
Tariff fears have subsided in recent weeks. But that trend isn’t over by a long shot. Investors who expect a quick resolution will likely be disappointed by choppy markets in the weeks and even months ahead.
However, tariff uncertainty creates better buying opportunities, particularly for long-term investors. That’s because low prices combined with cheap valuations and underlying fear could spring higher as fears subside and investors are willing to pay higher multiples, particularly for great companies.
One company facing tariff fears now ...
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Insider Activity Report: Banc of California (BANC)
Andrew Barker, a director at Banc of California (BANC), recently bought 10,000 shares. The buy increased his stake by 5%, and came to a total cost of $131,560.
The buy came a few days after the President and CEO picked up 7,130 shares, paying just over $99,600 to increase his stake by 2%. Other company directors have also been buyers in recent months, but there have been some moderate insider sales for mixed results.
Overall, Banc of California insiders own 0.9% ...
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Unusual Options Activity: Oracle (ORCL)
Database software giant Oracle (ORCL) is up 23% over the past year, handily beating the S&P 500, even with its recent pullback. One trader sees more upside into the middle of next year.
That’s based on the June 2026 $165 calls. With 412 days until expiration, 10,500 contracts traded compared to a prior open interest of 198, for a 56-fold rise in volume on the trade. The buyer of the calls paid $14.95 to make the bullish bet.
Oracle shares recently traded ...
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Layoffs Remain a Mixed Bag, But This Company Could Benefit from Streamlining
When it comes to the economy, layoffs are bad. When it comes to a company undergoing layoffs, the result can be a bit more mixed. A company may need to streamline to improve profitability, or simply over-hired during a boom. Or it could be in a long-term decline.
Investors who can determine what a company’s layoffs mean may stand to profit. And the market’s initial reaction to layoffs can generally give a hint as to what happens next.
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Insider Activity Report: Tesla Motors (TSLA)
Joseph Gebbia, a director at Tesla Motors (TSLA), recently bought 4,000 shares. The buy increased his stake by nearly 4,000%, and came to a total cost of $1,025,232.
This marks the first insider buy at Tesla over the past two years. Typically, Tesla insiders are sellers of shares, including both the exercise of stock options and traditional sales. Sellers over the past year include the company CFO and several Senior Vice Presidents.
Overall, Tesla insiders own 12.9% of shares.
The electric vehicle ...
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