Trading Ideas

Today we are going to look at M/I Homes, Inc. (NYSE:MHO) to see whether it might be an attractive investment prospect… …read more […]

Department of Education (DOE) Secretary Betsy DeVos turned heads this week by suggesting that the $1.5 trillion federal student loan portfolio should be managed by a new federal agency. …read more […]

Over two decades at four airlines, more than a few junior or mid-level employees have feared briefing Scott Kirby. The problem has never been that he was uninformed, or would need extra explanation. The issue is Kirby often seemed to know more about whatever issue they were presenting than they did. If they had holes […] …read more […]

With combined annual earnings of over three billion dollars, the 10 highest paid CEOs in the world in 2019 prove that disparity of income is not just a myth, it’s the stark reality facing us today, though the total has been significantly skewed by the one man, who we will reveal later. While we’ve been […] …read more […]

Iconix Brand founder and former Chief Executive Officer Neil Cole has been charged with accounting fraud, along with former Chief Operating Officer Seth Horowitz, a court filing on Thursday showed. “All of the transactions at issue were fully reviewed and approved by Iconix’s legal, finance and accounting professionals,” the counsel added. …read more […]

Amid an overall bull market, many stocks that smart money investors were collectively bullish on surged through the end of November. Among them, Facebook and Microsoft ranked among the top 3 picks and these stocks gained 54% and 51% respectively. Our research shows that most of the stocks that smart money likes historically generate strong […] …read more […]

(Bloomberg) — The founder of apparel licenser Iconix Brand Group, which last month settled a high-profile dispute with the rapper Jay-Z, was charged by federal prosecutors with inflating the company’s revenue and earnings.Neil Cole, 62, Iconix’s founder and former chief executive officer, and Seth Horowitz, 43, the ex-chief operating officer, were named in separate charging documents made public Thursday in Manhattan federal court. Trading in Iconix was halted.According to prosecutors, Cole and Horowitz inflated the company’s revenue and earnings per share for all of 2014 and the fourth quarter of 2013, using a series of fraudulent round-trip transactions with a …read more […]

Q3 2019 Ferroglobe PLC Earnings Call …read more […]

(Bloomberg) — Biogen Inc. said it plans to resume previous studies of its once-abandoned drug for Alzheimer’s disease, rolling out detailed trial data to a standing-room-only gathering of scientists in California.The company’s in-depth presentation at the Clinical Trials on Alzheimer’s Disease conference in San Diego on Thursday marked a climax in a monthslong saga that has seen patients’ hopes dashed and revived, and Biogen’s stock price plummet and then rebound.It was the first in-depth look Biogen has provided at the experimental treatment, known as aducanumab, since reviving it in October. In March, Biogen declared two studies of the medicine failures …read more […]

How do we determine whether Aspen Technology, Inc. (NASDAQ:AZPN) makes for a good investment at the moment? We analyze the sentiment of a select group of the very best investors in the world, who spend immense amounts of time and resources studying companies. They may not always be right (no one is), but data shows […] …read more […]

The latest 13F reporting period has come and gone, and Insider Monkey is again at the forefront when it comes to making use of this gold mine of data. We have processed the filings of the more than 700 world-class investment firms that we track and now have access to the collective wisdom contained in […] …read more […]

(Bloomberg) — Steve Cohen told his hedge fund’s clients that owning a Major League Baseball team won’t supplant his true passion: investing.The billionaire, nearing a deal that would give him control of the New York Mets, said in a letter to investors that the move won’t change his role at Point72 Asset Management, where he is chief executive officer.Baseball is more about fulfilling a childhood dream. Cohen rooted for the Mets while growing up on Long Island and attended games at the Polo Grounds, where the team started out.“It has always been a dream of mine to be a majority …read more […]

(Bloomberg) — Amazon.com Inc. claims it lost a Pentagon cloud contract valued at as much as $10 billion because of political interference by President Donald Trump, according to the judge overseeing the case.Federal Claims Court Judge Patricia Campbell-Smith said during a court proceeding last week that Amazon’s lawsuit argues that the Pentagon didn’t award the cloud deal to Microsoft Corp. on the basis of a fair evaluation of the companies’ bids.“Plaintiff contends that the procurement process was compromised and negatively affected by the bias expressed publicly by the president and commander in chief Donald Trump against plaintiff,” Campbell-Smith said in …read more […]

Hedge funds are known to underperform the bull markets but that’s not because they are terrible at stock picking. Hedge funds underperform because their net exposure in only 40-70% and they charge exorbitant fees. No one knows what the future holds and how market participants will react to the bountiful news that floods in each […] …read more […]

Does the December share price for Las Vegas Sands Corp. (NYSE:LVS) reflect what it’s really worth? Today, we will… …read more […]