As Q4 earnings announcements start to wind down, we would expect to see a pickup in insider activity. We are seeing that, particularly in sectors that have sold off in anticipation of possible Trump regulatory changes that would make business … Read more.
The bulletproof market stumbles on; not escalating war in the Middle East or a tumultuous Presidential election in the U.S. seems to faze it. Insiders are mainly sitting this one out, whether it’s the priciness of the market or the … Read more.
In addition to the lack of insider buying, there was a Presidential debate last week between a sitting President with a blank stare and an ex-President who has shown us he will stop at nothing to stay President. Somehow, the … Read more.
The post took a backseat to Father’s Day last week. Looking closely, you can see me with DJI FPV goggles next to my son at Tunnel Park. In the background, the sun sets over Antelope Island in the Great Salt … Read more.
It’s that familiar time of year again when insiders are blocked from transacting in their own stock. The posts will be light for the next few weeks as companies on the calendar year prepare to report Q2 earnings. The blackout … Read more.
I was a little late in finishing the blog, as there were many more names to research. Most of the quarterly earnings are behind us, and it is heartening to see that insider buying has picked up a little. Speculative … Read more.
The blog is a work in progress, like a public journal/filing system. Most of the quarterly earnings are behind us, and it is heartening to see that insider buying has picked up a little. Could there be some value in … Read more.
We are deep in the blackout period when most companies prohibit insiders from trading in their stock prior to quarterly earnings. It’s been ugly for the bulls, but there might be some green shoots. You can be an insider, too– … Read more.
We are deep in the blackout period when most companies prohibit insiders from trading in their stock prior to quarterly earnings. It’s been ugly out there for the bulls. Name: Vincent P. DiFronzo Position: EVP,-Air Force & Comb Commands Transaction … Read more.
We are deep in the blackout period when most companies prohibit insiders from trading in their stock prior to quarterly earnings. Nonetheless, that rarely stops insiders from finding ways to sell using the ubiquitous 10b 5-1 selling plan loophole that … Read more.
Something significant is happening when staid Dell Technologies is up 31% on its latest quarterly earnings. A massive uptick in capex spending is underway, directly attributable to the stampede to embrace AI. Name: Jeffrey A. Davis Position: Chief Financial Officer … Read more.
Something significant is happening when staid Dell Technologies is up 31% on its latest quarterly earnings. A massive uptick in capex spending is underway, directly attributable to the stampede to embrace AI. After a year or more of belt-tightening … Read more.
An arms race is just beginning, but it’s not the traditional weapons of war. Artificial intelligence is the most disruptive technology to come along since the Internet. Large language models like Open AI’s ChatGPT are the machine learning equivalent of … Read more.
The sale is all cash for $48.25, yet insiders are buying it for as high as $48.16 Early on December 18, 2023, the Special Committee met, with Alteryx management and representatives of each of Wilson Sonsini and Qatalyst Partners in attendance. … Read more.
I’ve been struggling to explain the speculative frenzy I sense in the markets. Stocks routinely go up and down 20% on earnings or even something as trivial as an analyst upgrade or downgrade yet the underlying market seems calm, benign … Read more.
Something significant is happening when staid Dell Technologies is up 31% on its latest quarterly earnings. A giant uptick in capex spending is underway, and it is directly attributable to the stampede to embrace AI. After a year or more … Read more.
Insider buying has been noticeably scarce in this bull leg of a market making all-time highs. The small amount of buying is not performing particularly well either. You might find this news surprising from a hedge fund manager who has … Read more.
Name: Roger M. Singer Position: Director Transaction Date: 2024-02-12 Shares Bought: 500 Average Price Paid: $357.21 Cost: $178,605 Company: Everest Group Ltd. (EG) Name: John A Graf Position: Director Transaction Date: 2024-02-12 Shares Bought: 695 Average Price Paid: $356.75 … Read more.
Finally, there is some work to do in analyzing insider buying. It’s not much, but it’s better than the last three weeks of nonexistent purchases. Still, the lazy move, and perhaps the best move, is to get on the AI … Read more.
Another week of near-nonexistent insider buying, accompanied by many stocks making 52-week highs or all-time highs. Beat and raise quarters by Meta, Microsoft, and Amazon pushed the averages higher even with the Fed-dampening interest rate cut expectations and Friday’s blowout … Read more.
In the twenty-two years that I have been assiduously noting and observing insider buying, I have never seen a two-week period where there was not one notable insider purchase. I understand we are in the heart of the earnings … Read more.
The only thing more uninspiring than last week’s insider purchases was this weekend’s NFL Playoffs. You can be an insider, too– by clicking here Name: Timothy C Wentworth Position: Chief Executive Officer Transaction Date: 2024-01-05 Shares Bought: 10,000 Average Price … Read more.
The market is waiting for something. If interest rates are going down, the newest popular market obsession, when will they actually go down? When will the Fed start the interest rate cuts, since everything seems to follow lock step with … Read more.
Here we go again, two insider buys in small biotech names that rocketed 43% and 76% last week. This didn’t happen in a vacuum. For the last two months or so, the daily top 50 largest percentage gainers and losers … Read more.
While some stocks like the Magnificent Seven have had a phenomenal comeback year, many, many companies are depressed in value. For example, many REITs have poor returns, some as a consequence of the sharp rise in interest rates. Agree Realty … Read more.
While some stocks like the Magnificent Seven have had a phenomenal comeback year, many, many companies are depressed in value. We have no shortage of compelling investment ideas, but getting people to invest when values are low is the opposite … Read more.
FOMO (fear of missing out in a year when the S&P is up over 20%) is in full swing. One thing not making the headlines is the market is essentially where it was two years ago, with investors on a … Read more.
Trying to read the tea leaves and glean some information from insider buying patterns is seldom obvious. Directors are generally required to own a percentage of their board compensation in the company’s equity. Generally is the right word because this … Read more.
There are a few insider buys this week. As usual, there are a lot of sellers. Name: Roland D Diggelmann Position: Director Transaction Date: 2023-11-13 Shares Bought: 315 Average Price Paid: $1,026.54 Cost: $323,360 Company: Mettler Toledo International … Read more.
Barron’s magazine cover read, “Clean Energy Stocks have collapsed,” but it’s not just clean energy. It’s all energy. The fossil fuel kind, traditional energy, continued its dismal fall performance as demand concerns and the fear of recession crushed the good … Read more.
The Insomniac Hedge Fund Guy
The Insomniac Hedge Fund Guy provides market macro-analytics and public-file aggregation models for data-tracking purposes. Content should not be treated as individualized investment advice or a professional financial-planning directive. Past performance does not guarantee future performance cycles.
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