This is the video recording of our August 10, 2022, Inside Scoop Weekly Strategy Session.
Options Flow Mirrors Buffett’s OXY Play
George L. Ball, the chief financial officer at Parsons Corporation $PSN, filed a Form 4 revealing a purchase of 35,000 shares of PSN.
That’s equivalent to $1,452,500 worth of his company’s stock.
Buffett Tops Another Big Hot List
Today’s most significant insider transaction report is another Form 4 filing by Warren Buffett’s Berkshire Hathaway $BRK.A.
Buffet continues to increase his position in Occidental Petroleum $OXY, as he just reported an additional purchase, this one worth roughly $390 million.
Under the Hood (08-08-2022)
From the desk of Steve Strazza @Sstrazza.
Welcome to Under the Hood, where we’ll cover all the action for the week ended August 5, 2022. This report is published bi-weekly and rotated with our Minor Leaguers scan.
What we do here is analyze the most popular stocks during the week and find opportunities to either join in and ride these momentum names higher, or fade the crowd and bet against them.
We use a variety of sources to generate the list of most popular names.
There are so many new data sources available that all we need to do is organize and curate them in a way that shows us exactly what we want: a list of stocks that are seeing an unusual increase in investor interest.
Watch this video for a behind-the-scenes look at our process.
Whether we’re measuring increasing interest based on large institutional purchases, unusual options activity, or simply our proprietary lists of trending tickers, there’s a lot of overlap.
Follow the Flow (08-08-2022)
From the Desk of Steve Strazza @sstrazza
This is one of our favorite bottom-up scans: Follow the Flow. In this note, we simply create a universe of stocks that experienced the most unusual options activity — either bullish or bearish, but not both.
We utilize options experts, both internally and through our partnership with The TradeXchange. Then, we dig through the level 2 details and do all the work upfront for our clients.
Our goal is to isolate only those options market splashes that represent levered and high-conviction, directional bets.
We also weed out hedging activity and ensure there are no offsetting trades that either neutralize or cap the risk on these unusual options trades.
What remains is a list of stocks that large financial institutions are putting big money behind.
And they’re doing so for one reason only: because they think the stock is about to move in their direction and make them a pretty penny.
Then we flip through our list of stocks flashing unusual activity and pick the best setups using many of the same technical filters we do for our other scans.
And, just like that, we’ll follow the money flow and fatten our own pockets along with some of the world’s most powerful financial institutions.
[PLUS] Weekly Top 10 Report
From the desk of Steve Strazza @Sstrazza
Our Top 10 Charts Report was just published.
In this weekly note, we highlight 10 of the most important charts or themes we’re currently seeing in asset classes around the world.
The New Leaders
Biotech continues to be among the top-performing industry groups over shorter timeframes. They were among the first groups of stocks to bottom back in May. They were also first in line to complete a reversal pattern back in June.
This is illustrated by the double bottom in the S&P SPDR Biotech ETF (XBI) above. After digesting gains in a tight range for most of July, Biotech stocks are now resolving higher once again. We think the bullish resolution from this high and tight flag is a good roadmap for what other growth stocks and indexes are likely to do in the coming weeks and months.
[PLUS] Weekly Momentum Report & Takeaways
From the desk of Steve Strazza @Sstrazza
Check out this week’s Momentum Report, our weekly summation of all the major indexes at a Macro, International, Sector, and Industry Group level.
By analyzing the short-term data in these reports, we get a more tactical view of the current state of markets. This information then helps us put near-term developments into the big picture context and provides insights regarding the structural trends at play.
Let’s jump right into it with some of the major takeaways from this week’s report:
* ASC Plus Members can access the Momentum Report by clicking the link at the bottom of this post.
Insiders Buy FSLR, as Solar Shows Its Strength
The largest insider buy on today’s list is a Form 4 filing by the president and CEO of TransUnion $TRU, who revealed a purchase of $1.9 million in the credit reporting agency.
The chief commercial officer of First Solar $FSLR reported a purchase of 9,946 shares, worth roughly $1 million in the solar panel manufacturer.
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