Trading Ideas

Insider Buying Week 11-11-22 Inflation is Dead- The War is Over- The Dems hold the Line

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This week’s Insider Report marks the end of an experiment with a paid subscription service. From here on out the Insiders Report is free and I am relieved of my weekend chores. I’ll still continue to blog on insider buying and selling as my time permits. I’ve written numerous times that all bear markets in the last 20 years have ended with a crescendo of insider buying.  The number of insiders buying picked up dramatically last week some with household names like Boeing and CME Group.  There are finally some reasons to be hopeful that this miserable year of investing … Read more

Now it Should Get Interesting- The Fed has Finally Broken the Glass

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We’ve been railing frequently about the misguided efforts by the Fed to rein in inflation. After priming the pump way too long with zero interest rates, they have finally had their come to Jesus moment and now are furiously raising interest rates.  I believe this is very misguided, akin to economic criminal neglect if there were such a thing. Inflation is a complicated animal and certainly, some of the causes of this most current bout are based on things that the Fed has no control over.  For example: 1. We’ve been importing deflation for decades due to offshoring manufacturing in … Read more

Thoughts on Denver EnerCom 2022-Let the Good Times Roll

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I’ve been attending an annual oil and gas conference in Denver for several years and 2022 was unlike any event I’ve been to. I’m sure it was unlike any event EnerCom has seen in its 37 years as well. You have to remember that under the Trump administration the U.S. oil and gas industry got a flood of private and public capital thrown at it. It was overproducing, even when they were losing money on it.  When you’re losing money drilling for oil, the only solution was to drill for more of it.  The lower the price got, the more … Read more

”’re Working this Good

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I’ve bemoaned many a time in recent days about the dearth of insider buying. It’s a clear unambiguous end to any bear market of consequence when insiders back up the truck to buy their own company’s shares.  But that so rarely happens. It happened in the Fall of 2008-2009 and in March-May 2020, but most of the time, it’s not that way. No clear signals, just noise and maybe some good guessing from the chatter. Going back and rereading these blog posts about why I thought an insider was buying and how their transactions actually played out makes great stock … Read more

A Temporary Truce in the Alpha War Zone

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The Insiders Fund is having a relatively impressive year, 12% points better than the S&P 500.  While still down about 2% for the year, I’m convinced that we are close to running the table.  Why do I have this confidence? After more than twenty years of studying insider buying patterns, the safest and most reliable indicator of market bottoms is the insider buy/sell ratio. The proof is in the charts I am sharing here. Generational Buying Opportunites S&P 500 The blue/green line (insider buying) is rarely above the red line (the market). After all, insiders are natural sellers with so much of their … Read more

Private Equity to the Rescue

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Although the Insiders Fund looked like the best dog in the dog show in January, it was still a dog, losing a little less than 3%. February then proceeded to make January look like a walk in the park.  The most obvious answer to the time-old question, “how do you know you are in a bear market?” That’s simple. When all your longs are down and all your shorts are working.  For someone as obsessed as me about winning at this investing game, it was a small but sickening consolation. There was nothing really wrong with the losing positions in … Read more

Two High Conviction Insider Buys $EVRG and $EPD- Week 9-24-21

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For trade, details click on this link to the trades.    Name: Andrews Kirkland B Position: CFO Transaction Date: 2021-09-23  Shares Bought: 7,875 Average Price Paid: $63.67 Cost: $501,392 Name: Campbell David A Position: CEO Transaction Date: 2021-09-23  Shares Bought: 7,870 Average Price Paid: $63.66 Cost: $499,699 Company: Evergy Inc. (EVRG) Evergy is an American investor-owned utility (IOU) with publicly traded stock headquarters in Topeka, Kansas, and in Kansas City, Missouri. The company was formed from a merger of Westar Energy of Topeka and Great Plains Energy of Kansas City, Missouri, the parent company of Kansas City Power & Light. … Read more

Insiders have Conviction where the Market lacks it Buying FireEye $EYE

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  Every day at FireEye, we see firsthand the impact of cyber-attacks on real people. It inspires us to fulfill our mission to relentlessly protect our customers from the impact and consequences of cyberattacks. They have learned that technology alone isn’t enough to combat cyber attackers. Their fundamental belief is that hands-on frontline expertise and intelligence, combined with innovative technology, provides the best means to protect their customers from cyber threats. FireEye has created a unique learning system. their real-time knowledge of the threat landscape ensures that their offerings provide the best means to protect their customers. Their frontline expertise … Read more

Our Private Twitter Account and more about Bitcoin or better yet Bitcon

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The membership part of the blog, The Insiders Report, has been live now for a couple of months and seems to be functioning without causing me a lot of distraction.  My fiance told me the other night that the blog thing was way too long and complicated to have any commercial appeal. I’m not offended nor surprised.  I said to her, “Do you know who I write the blog for?  She nodded, knowing me, smiled, and said, “You? The blog always started as a way for me to write and gather my own thoughts.  It was and still is edutainment.  … Read more

‘s About Them Apples? Insiders Fund up 137% Trailing 12 Month Return

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We made 6x to 12x what we paid for SAVA in just two months   We just updated our one-month, three months, and twelve months return and were pleasantly surprised to see an eye-popping return of 137% for the trailing 12 months ending March. Some of that return can be credited to the general market.  The S&P 500 was up 56% but 81% of the Fund’s return was the excess return, in other words-alpha. The Insiders Fund performed admirably without taking excessive risks. We did this by concentrating our investment funds on our best ideas, not diversifying across dozens of … Read more

$DRIV Driven Brands – time to reload

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Insiders and hedge fund billionaires like Driven Brands. Driven Brands manages a family of automotive companies including MAACO, Meineke Car Care Centers, Merlin 200,000 Mile Shops, Pro Oil Change, Econo Lube & Tune, AutoQual, Aero-Colours, and Drive N Style. Collectively, the brands generate annual system revenues of approximately $1 billion through 1,500 locations in 50 states and 2 countries.  It’s a decent back-to-work play and reopening the economy but that’s probably not why insiders are buying it. Driven Brands DRVN just went public at $21 with a market cap of    Roark Capital, a private equity firm, bought Driven Brands … Read more

"The insomniac hedge fund guy" is a moniker Harvey Sax, the portfolio manager for The Insiders Fund has used from time to time on email, blog , and social media posts. While Mr. Sax is the portfolio manager of The Insiders Fund, these posts are not communications from, nor endorsed by, Alpha Wealth Funds, LLC or any of its managed funds. References to Alpha Wealth Funds or its affiliates are for identification only and do not imply sponsorship or approval. All registered trademarks herein are the property of their respective owners.

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