- Beyond Meat Wipeout Seen by Kazakh Who Nailed Facebook (Bloomberg)
- Piper, confident in Street-high Dupixent estimates, says buy Regeneron (TheFly)
- What’s Wrong With DowDuPont Stock? It’s Complicated (Barron’s)
- DuPont plans $2 billion share buyback after spin off (Reuters)
- Everyone Hates Health-Care Stocks. Buy Them Anyway. (Wall Street Journal)
- The Market Thinks CVS Investor Day Will Be a Snooze. What If It’s Wrong? (Barron’s)
- Trade war’s ‘wall of worry’ will spark a year-end rally, Wall Street bull Jim Paulsen says (CNBC)
- Google reverses decision to cut ties with Huawei after US eases trade restrictions (CNBC)
- Opinion: Reports of an overheated IPO market are greatly exaggerated (MarketWatch)
- Home Depot (HD) Tops Q1 EPS by 8c, U.S. Comps Rise 3%; Reaffirms FY19 (Street Insider)
Unusual Options Activity – Pfizer Inc. (PFE)
Today some institution/fund purchased 13,153 contracts of July $44 strike calls (or the right to buy 1,315,300 shares of Pfizer Inc. (PFE) at $44). The open interest was just 417 prior to this purchase. Continue reading “Unusual Options Activity – Pfizer Inc. (PFE)”
Insider Buying in 3M Company (MMM)
Where is money flowing today?
Healthcare (top 30 weights) Earnings Estimates/Revisions
In the spreadsheet above I have tracked the earnings estimates for the Healthcare Sector ETF (XLV) top 30 weighted stocks. Continue reading “Healthcare (top 30 weights) Earnings Estimates/Revisions”
Hedge Fund Trade Tip (PIN) – Position Idea Notification
Quote of the Day…
Hedge Trade Fund Tip (PCN) – Position Completion Notification
Be in the know. 10 key reads for Monday…
- The trade war could be losing its power to frighten this battle-tested stock market (CNBC)
- Japan’s economy surprised everyone by growing last quarter (Business Insider)
- JPMorgan’s quant guru explains why stocks could surge. (Business Insider)
- Stock futures drop on concerns over spiraling fallout of Huawei crackdown (Reuters)
- Deere’s Trouble in the Fields Won’t Last (Wall Street Journal)
- Dollar holds firm as market awaits Fed minutes; Aussie shines (Street Insider)
- Which states have the highest and lowest property taxes? (USA Today)
- Facebook finally revealed what its secretive robotics division is working on, and it could spark new competition with rivals like Google and Apple (Business Insider)
- Billionaire Mark Cuban says these 2 sentences are the best advice he’s ever gotten (Business Insider)
- A lot of Fed activity this week – with two speeches today (including Powell): (Federal Reserve)
Be in the know. 20 key reads for Sunday…
- Joel Greenblatt Interview – Value Investing Will Never Go Out of Favor (Insider Monkey)
- Hedge Fund Investor Letters 2019 Q1 (Insider Monkey)
- ECRI Weekly Leading Index Update (Advisor Perspectives)
- Exclusive: Saudi’s Falih says sees no oil shortage, but OPEC to act if needed (Reuters)
- The Best-Designed Building in Every U.S. State (Architectural Digest)
- Meet Lamborghini Urus, the Ultraluxe SUV of Your Dreams (Men’s Journal)
- The 33 People, Places and Things You Need to Know Now (Robb Report)
- American life is improving for the lowest paid (The Economist)
- CVS Wants to Make Your Drugstore Your Doctor (Fortune)
- The Formula For A Happy Life (Forbes)
- On Again/Off Again Tariffs & It’s a Pre-Election Year (Almanac Trader)
- Episode 407: A Mathematician, The Last Supper, And The Birth Of Accounting (NPR Planet Money)
- Resonance: How to Open Doors For Other People (Farnam Street)
- 2020 McLaren 600LT Spider first drive review: Drop-top track star (CNET)
- 40 Entrepreneurs Share Their Secrets to Staying Focused (Entrepreneur)
- The Best James Bond Movie Cars—Ranked (Reader’s Digest)
- The Fund Industry in Charts (A Wealth of Common Sense)
- How Aldi’s frugal, reclusive founders turned a corner grocery store into a $38 billion fortune (CNBC)
- Novak Says too Soon to Discuss Oil-Cut Options: OPEC+ Update (Bloomberg)
- Australian Dollar to Strengthen After Morrison Clings to Power (Bloomberg)