Month: September 2017

$AMC CEO Aron puts his money where his mouth is in this CNBC breaking interview

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AMC wants to break film’s fourth wall with bet on virtual reality 53 Mins AgoAdam Aron, AMC Entertainment president & CEO, and Kevin Wall, Dreamscape Immersive co-chairman, discusses AMC teaming up with Dreamscape to bring virtual reality to the movie theater experience. I’m dubious about VR in a movie theatre when its hard enough to pull off an engaging immersive experience with a dedicated headset and high end graphic chips in a computer but what appeals to me here is two fold: CEO all but leaks that business is great in September and things the holiday season will be big. … Read more

Top Stocks Insiders Buying and Unloading this Week at TheInsidersFund.com

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 In this report we examine stocks that C-level officers and directors  bought and sold ending the week of September 22nd, 2017.  Insiders sell stock for a variety of reasons but they generally buy for just one, to make money.  We only look at material amounts of money, $100k or more, as anything less could be window dressing.  The bar is different on selling as the natural state of management is to be sellers.  Most companies provide significant amounts of their compensation packages as stock. Therefore we analyze selling for unusual patterns; such as insider selling 25% or more of their … Read more

SEC Discloses Edgar Corporate Filing System Was Hacked in 2016 – WSJ

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SEC Discloses Edgar Corporate Filing System Was Hacked in 2016 Breach may have allowed trading that profited from nonpublic information, regulator says Source: SEC Discloses Edgar Corporate Filing System Was Hacked in 2016 – WSJ It’s no surprise that hackers would covet this information but you don’t have to steal it. The SEC mandates that officers, directors, and 10% shareholders file a Form 4 detailing their buying and selling of their companies’ securities within 48 hours of the date of the transaction. The SEC makes this info immediately available to the public. This is as close to “inside information” as … Read more

Top Stocks Insiders are Buying and Unloading Now

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Buying American Homes for Rent AMH Chairman of the Board, Hugh Wayne, bought a monstrous $30 million worth of this REIT increasing his holdings by 12.9%.  I have watched Mr. Wayne purchase stock for sometime in this low yielding REIT and have been curious as to the end game.  It was established in 2012 by Public Storage founder Wayne Hughes after scooping up thousands of foreclosed homes.  I believe the plan is simple, profiting from once in a life time housing meltdown, lack of affordable housing, raising rents, and then ultimately selling the homes at greater prices.  Undoubtedly it will work … Read more

‘s time to be logical and unemotional BUY NOW

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Equifax EFX is down to around $98  losing almost  40 points from $140 just days ago on that revelation that 143 million people with sensitive data such as social security numbers , birthdays and addresses had been stolen by an unnamed criminal enterprise. Equifax is one o the three big credit monitoring companies that pretty much impacts everyone’s life in this country. This is a detailed probability analysis of the effects of this breach. Risks and outcomes Business risk- Equifax primarily sells credit history data to banks, various lenders, employers, etc people who use their unique database of consumer buying … Read more

China to Ban Sale of Fossil Fuel Cars in Electric Vehicle Push – Bloomberg

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China to Ban Sale of Fossil Fuel Cars in Electric Vehicle PushBloomberg NewsSeptember 9, 2017, 5:54 AM MDTRegulators are working on a timetable of the ban, Xin saysChina joins U.K., France to phase out combustion-engine carsChina will set a deadline for automakers to end sales of fossil-fuel powered vehicles, a move aimed at pushing companies to speed efforts in developing electric vehicles for the world’s biggest auto market. We have been looking for ideas to invest here besides Tesla for some time. We’ve been in and out of SQM, (should have been in more).  Besides ALB and FMC there are no … Read more

Stocks insiders are buying and unloading week ending Sept 1 2017

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Buys Beleaguered COTY had an officer add another $1.3 million to his stake after Coty drops 20% after disastrous earnings report. Note Mr. Huber is an officer of the company and has not shown very good timing as he is down over 5% on his last $1.5 million dollar purchase.  None the less there is not much insider buying going on so its noticeable. Director Trapani steps up big and buys $12.1 million worth of luxury jeweler Tiffany at average prices of $89.  This is an interesting buy but Tiffany looks fully valued and based on two DCF tools we … Read more

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