Lower Costs Point to Better Profits
Costs have been rising over the past few years. For companies, the cost to manufacture goods has risen thanks to higher commodity prices, higher labor prices, and even higher regulatory costs. When any of those costs can go down, profits can improve.
One big way to bring costs down quickly is for regulatory costs to drop. That can include lowering corporate tax rates, or lower tariffs on imported goods.
The European Union is about to launch a 9% tariff on electric vehicles ...
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Insider Activity Report: Sarepta Therapeutics (SRPT)
Michael Chambers, a director at Sarepta Therapeutics (SRPT), recently bought 37,038 shares. The buy increased his stake by 15%, and came to a total cost of $4,995,728.
This is the first insider buy since last November, when a company director bought 50,000 shares for $3.9 million, and the company CEO bought 25,225 shares at a cost of just over $2 million. Otherwise, company insiders have been moderate sellers of shares, mostly following the exercise of stock options.
Overall, Sarepta insiders own ...
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Unusual Options Activity: Teladoc Health (TDOC)
Health services company Teladoc Health (TDOC) has declined nearly 70% in the past year. One trader sees shares trending significantly higher over the next 10 months.
That’s based on the June 2025 $17.50 calls. With 302 days until expiration, 7,639 contracts traded compared to a prior open interest of 124, for a 62-fold rise in volume on the trade. The buyer of the calls paid $0.27 to make the massively bullish bet.
Teladoc shares recently traded for about $7.20. Shares would need ...
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It’s Still Early in the Rush for AI Leadership
While AI stocks have had a great run since ChatGPT launched in late 2022, we’re still in the early stages of the technology. Many who have used AI programs aren’t using them consistently. The ability to benefit from AI tools is still in its early stages.
That’s why the buildout of AI still looks attractive for investors over the long haul. It will take years to build AI programs that are more intuitive and easy to use.
That also means that other ...
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Insider Activity Report: Comstock Resources (CRK)
Arkoma Drilling, a major holder of
Comstock Resources (CRK), has been a sizeable buyer of shares. In five buys this month, the partnership has bought nearly 8 million shares. That’s increased the fund’s position by nearly 4% at a cost of over $81 million. Another major holder has also been a buyer of shares this month, with a $21 million buy for 2.47 million shares. Going further back, three company executives were buyers last year. Overall, Comstock insiders own 73.2% of shares. The ...
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Comstock Resources (CRK), has been a sizeable buyer of shares. In five buys this month, the partnership has bought nearly 8 million shares. That’s increased the fund’s position by nearly 4% at a cost of over $81 million. Another major holder has also been a buyer of shares this month, with a $21 million buy for 2.47 million shares. Going further back, three company executives were buyers last year. Overall, Comstock insiders own 73.2% of shares. The ...
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Unusual Options Activity: Riot Blockchain (RIOT)
Shares of bitcoin miner Riot Blockchain (RIOT) are down 25% over the past year. One trader sees shares trending higher over the coming weeks.
That’s based on the October $5 calls. With 58 days until expiration, 5,977 contracts traded compared to a prior open interest of 107, for a 56-fold rise in volume on the trade. The buyer of the calls paid $3.25 to make the bullish bet.
Riot shares recently traded for about $8.00, making the options already about $3.00 in-the-money.
Shares ...
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This Tech Trend Continues to Gain Traction
While the market has been focused on all technologies that start and end with AI, there are several trends within that space that have yet to reach their full potential. With so much focus on the growth of AI itself, some of the software plays in AI have been overlooked.
One key area has been cybersecurity. 2024 is on track for the worst yet for ransomware attacks. And a massive data breach last week may have compromised billions of personal records.
With ...
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Insider Activity Report: Yum Brands China (YUMC)
Joey Wat, CEO of Yum Brands China (YUMC), recently purchased 3,800 shares. The buy increased his position by 1%, and came to a total cost of $129,109.
He was joined by the company CTO, who bought 4,000 shares a day later, paying $133,430, increasing her stake by 11%. And one of the company’s General Managers also bought 3,700 shares for $128,267. All three buys mark the only insider activity so far this year.
Overall, Yum Brands China insiders own 0.3% of ...
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