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[vc_row][vc_column][vc_column_text] What did you do with your $20 million last week? Otto spent it, but Mark made it. Low volumes of trades are common during the blackout periods of every quarter. Insiders cannot trade during their own blackouts, so buying volume is normally low. However, there is still a way to sell. We keep a eye on all trades during blackout season. No one sector stuck out to us, but important individual trades were made. Here are the significant insider trades that mattered most.  $DDR, $DSPG, $FLNT, $WMT, $FB, $SFIX, $BRKS METHODOLGY In this report, we examine stocks that C-level … Read more

[vc_row][vc_column][vc_column_text] The Few but the Strong: Big Trades at the Quarter’s Close The close of every quarter tends to stem insider trade volume as companies enter blackout periods. However, that doesn’t stop insiders with conviction. With few but significant buys and some significant sells, we expect volume to increase soon but don’t want to discount the importance of trades that did happen. Here are the insider trades that should be on your radar.    $TSLA, $MELI, $GNE, $IFF, $CARG, $PII METHODOLGY In this report, we examine stocks that C-level officers and directors bought and sold throughout the week ending June 15,2018. … Read more

[vc_row][vc_column][vc_column_text] Insiders Know When to Buy & It Shows … according to many of today’s charts at least. We believe insiders know their business better than most. We also believe they buy for one main reason – to make money. Last week’s insider buys compared to todays charts appear to support our believes. Are you a believer too?  $QTS, $DISH, $VSAR, $UAL, $YUMC, $GOGO, $HWKN, $LCII, $DLTR, $WR, $CARG, $LOGM, $NYT METHODOLGY In this report, we examine stocks that C-level officers and directors bought and sold throughout the week ending June 8,2018. Insiders sell stock for many reasons, but they … Read more

[vc_row][vc_column][vc_column_text] Three Big Buys – Four Bigger Sells Not all trades make sense, but when insiders start making moves in the millions, you may want to pay attention. Here is your rundown of the lot.  $CLR, $GOGO, $VSI, $HLF, $NYT, $ALGN, $WAB In this report, we examine stocks that C-level officers and directors bought and sold ending the week of June 1, 2018. Insiders sell stock for many reasons, but they generally buy for just one – to make money.  As a standard, we only look at material amounts of money, $100 thousand or more, as anything less could just be … Read more

[vc_row][vc_column column_width_percent=”100″ overlay_alpha=”50″ gutter_size=”0″ medium_width=”0″ mobile_width=”0″ shift_x=”0″ shift_y=”0″ z_index=”0″ width=”1/1″][vc_single_image media=”18265″ media_width_percent=”100″][/vc_column][/vc_row][vc_row][vc_column][vc_column_text] Insiders Have Big Appetites Insiders behind your breakfast went into memorial day weekend hungry for their own companies, but they were not alone. See who was hungry in our latest report. $CWH, $CDTX, $TACO, $GIS, $HTLD, $K, $MTSI, $MELI, $NI, $PETQ, $QTS, $SOHU, $INT, $CARG, $PXD, $MSM In this report, we examine stocks that C-level officers and directors bought and sold ending the week of May 25, 2018. Insiders sell stock for many reasons, but they generally buy for just one – to make money.  As a standard, we … Read more

[vc_row][vc_column][vc_column_text] Airplanes, Eyesight and Oil With significant buys across so many industries, there is no shortage of insiders to watch. Here is what caught our eye. $DDR, $MHK, $AMH, $PMI, $IFF, $TEVA, $EYES, $AAT, $XRAY, $UAL, $EXTR, $FLNT, $HBI, $HII, $HGV In this report, we examine stocks that C-level officers and directors bought and sold ending the week of May 18, 2018. Insiders sell stock for many reasons, but they generally buy for just one – to make money.  As a standard, we only look at material amounts of money, $100 thousand or more, as anything less could just be window … Read more

[vc_row][vc_column][vc_column_text] Insiders: Earnings season is in full swing. Here are the insider moves that matter.  The blackout period or earnings season stops a lot of insider trade, but some of the few that did trade caught our attention. $CONN, $EEI, $BLFS, $CAL, $ERII, $HTA, $MCS, $MOV, $SAIC, $SCHL, $URBN In this report, we examine stocks that C-level officers and directors bought and sold ending the week of April 13, 2018. Insiders sell stock for many reasons, but they generally buy for just one – to make money.  As a standard, we only look at material amounts of money, $100 thousand or … Read more

[vc_row][vc_column][vc_column_text] Insiders: Earnings season blackout stifles insider trade volume, but here are notable trades that did happen.  Seasonal blackout period keeps buying at bay but sellers still find a way $DDR, $TIF,$FB,$HHC,$GPS In this report, we examine stocks that C-level officers and directors bought and sold ending the week of April 6, 2018. Insiders sell stock for many reasons, but they generally buy for just one – to make money.  As a standard, we only look at material amounts of money, $100 thousand or more, as anything less could just be window dressing. The bar is different with selling, because the … Read more

Insiders: Moving “Almost” as Much as the Market The unsteady market has brought some significant insider action this week. Check out the details below. In this report, we examine stocks that C-level officers and directors bought and sold ending the week of March 23, 2018. Insiders sell stock for many reasons, but they generally buy for just one – to make money.  As a standard, we only look at material amounts of money, $100 thousand or more, as anything less could just be window dressing. The bar is different with selling, because the natural state of management is to be sellers. … Read more

The stock market didn’t get tested, you did.  Do you believe in indices or insiders? Check out the article here.  

Obscure security linked to stock volatility plummets 80 percent after hours, sparking worries of bigger market effect.The VelocityShares Daily Inverse VIX Short-Term exchange-traded note (XIV) is down more than 80 percent in extended trading Monday. The security, issued by Credit Suisse, is supposed to give the opposite return of the Cboe Volatility index (VIX), the market’s widely followed turbulence gauge. Source: XIV, Exchange-traded security linked to volatility, plummets 80%

The stock market is about people with conviction taking money when most lack conviction. Insiders show conviction and the following charts, courtesy of the Washington Group ,prove that they know the bottom. Note how every significant drop in the market during the last 30 years only ended after insiders stepped up and bought with conviction. Ratio of Buying to Selling vs S&P 500 2011-2018 Ask yourself, who do you have conviction in, the indices or the insiders? Contact Mike Ross for the remaining 30 years of charts at mross@theinsidersfund.com

The last few days have seen dramatic price drops in airlines after United Airlines (UAL) announced better than expected earnings but shocked Wall Street with 4-6 percent capacity growths through 2020. UAL hit $80 plus after hours beating Q4 estimates of $1.31 with $1.4o, only to plummet nearly $15 by Thursday’s close.This is the same refrain in one or another version.  Airlines will go bust again. Prior to earnings, we debated internally about the large paper profits we have in both UAL and Delta but refrained from selling them because they are cheap on fundamentals.  UAL provided guidance.  They provided guidance … Read more

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

$XRAY,$DS,$TEP,$GE,$MXWL,$COTY,$MULE,$OSTK,$PSEC,$SQBG 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 … Read more

Romain Gauthier: The Insider’s Watch The top-quality, little-known Swiss brand that makes simple but exquisitely crafted watches. Why sophisticated collectors are buying into this understated watchmaker. Romain Gauthier is a barely known, independent watchmaker producing some of the finest “simple” watches available on the market today. For this brand, less is more, and it produces a collection of modern yet classically styled watches devoted to indicating only the hours, minutes, and, at most, seconds. Prices start at $48,000. Source: Romain Gauthier: The Insider’s Watch – Barron’s

Check out our blog post on EFX. We saw an opportunity that was contrary to public thinking except this is one place where Wall Street analysts got it right. Most that we follow came out in support of EFX stock price like us. Sen. Warren just said EFX will make money on the breach. We are out of our position on EFX after a a quick 15% pop.

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